How do I export subscriptions filtered by quantity?
Problem Statement
You want to export a list of customers and subscriptions filtered by quantity or usage totals.
Solution
Scope
How do I export subscriptions filtered by quantity?
How do I find subscriptions with high recorded quantity?
We need a report of customers and their subscription quantities.
Summary
You can filter Subscriptions with Quantity using the condition from the Advanced Filter Option on Subscription Index Page and from Export Data using Add Filter list > Subscription > Quantity.
If you are to perform a bulk operation for existing data from Chargebee you may have to export the data from Chargebee and update those data to the import sheet from Bulk Operations. Earlier the export data format and import data format varied which involves a lot of manual intervention. With the new enhanced Export file option, you can either export a file using Download Data or use Download import-friendly file from Settings > Import & Export Data > Product Catalog. Refer to this link for more information.
Solution
Navigate to Subscription > All Subscriptions > Add Filter list > Subscription > Quantity
You can find the list of conditions below to filter subscription quantity as per your requirements:
- equals
- greater than
- greater than or equal
- less than
- less than or equal
Once you add a condition, say for example 'greater than' and mention the quantity limit as '4', then click 'Apply Filter'
Note
On the recent UI enhancement you On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information.
Then you can click on 'Export' and click 'Export as CSV' to export.
Import & Export Data:
You can also download reports from Import & Export Data by navigating to Settings > Import & Export Data > Export Data > Subscriptions > Select criteria to export
Use the same filter: Subscription > Quantity
You can 'Preview' the report and download reports from here by clicking on 'Export'
You can also retrieve the list of usages using List Usages API.
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