How to find all latest charges of active subscriptions

[vu_phan]

How do I build a report on latest / active charges of all active subscriptions in my tenant?

[vu_phan · Accepted solution]

You can use our Reporting tool to build a report on Rate Plan Charge object with the following filters.

• Subscription: Status = Active
• AND Rate Plan Charge: Is Last Segment = True
• AND (Amendment: Type != 'Remove a Product' OR Amendment: Id = Null)

[nstansby]

This gave me exactly what I needed, but I think there is a typo in your answer. Your third bullet says

• AND (Amendment.Type = Remove a Product OR Amendment.Id = Null)

but I believe it should be not equal to Remove a Product:

• AND (Amendment.Type != Remove a Product OR Amendment.Id = Null)

That would match the logic you show in your screenshot of the Reporting tool, and also makes more sense intuitively.

[Yvonne]

If using data source export, as it cannot set filters with OR, so need use the following steps:

1. In Data Sources, select Rate Plan Charge data source

2. Select the fields you need from objects, for example: Account name, product name, rate plan name, rate plan charge name, subscription name, amendment type, subscription version, etc.

3. Set filters as: (RatePlanCharge.IsLastSegment = 'true' and Subscription.Status = 'Active')

4. Export the report, and open the exported CSV file,

5. In the CSV file, select column Amendment: Type, and then click Filter from Menu Data or from the tool bar.

6. Then from the column filter, uncheck Remove Product.

Now the report should be the list of all rate plan charges in the latest active subscriptions. 

[vu_phan]

If you want to include charges that have been removed with a future date but are still active as of today date, you can use the filters below.