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How to create a Report for new deals

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Community Manager

Re: How to create a Report for new deals

If you wish to produce a Report to show below new deals: 

 

1. New Subscriptions

 

2. New Products added to existing Subscriptions

 

Here is our suggestion:

 

1) For a brand new Subscription, you can use Subscription.CreatedDate as a filter, setting it, for example, between 1 May and 31 May, for all new Subscriptions that are created in May.

 

2) If you use an Amendment to add a new Product to an existing Subscription, you can configure the filter like Amendment.Type = NewProduct.

 

If you wish to include further details such as Charge Name or Description, please create a report similar to below, showing fields such as InvoiceTem.ChargeAmount, InvoiceTem.ChargeName, Invoice.SubscriptionNumber, and then use vlook to join the 2 reports.

 

Screen_Shot_2015-05-26_at_20.09.46.png

 

Screen_Shot_2015-05-26_at_20.09.32.png

 

 

 

 

 



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