How to generate the discount report for both subscription and Rate Plan level

[Jia]

Question: How to generate the discount report for both subscription and Rate Plan level

[Jia · Accepted solution]

Response:

1. Create a custom report by using Column report type and RatePlanChargeTier datasource from Data Source Tab, Z~Reporting Internal Use section.

2. Select fields such as

• Product: Name
• Rate Plan: Name
• Rate Plan Charge: Name
• Rate Plan Charge: Charge Number
• Rate Plan Charge: Charge Model
• Rate Plan Charge: Discount Level
• Rate Plan Charge Tier: Discount Amount
• Rate Plan Charge Tier: Discount Percentage.

- Set filters:

• Subscription.Status (=) Active
• RatePlanCharge.IsLastSegment (=) true
• RatePlan.AmendmentType Is Not Equal RemoveProduct
• RatePlanCharge.ChargeModel Begins With Discount

- Create Sorting Column:

• Subscription.Name AscendingGeneral Show Hide

3. Save the report and run.