How can I filter subscriptions with manual discounts?

Scope

In Chargebee, you may want to filter subscriptions to identify those with manual discounts applied. While Chargebee does not currently offer a built-in filter specifically for manual discounts, you can achieve this by using the search bar or exporting subscription data for manual filtering.

Solution

Using the Search Bar

1. Navigate to the Subscriptions page: Go to Subscriptions in your Chargebee dashboard.
   • This page lists all your active subscriptions.
2. Use the Search Bar: Enter keywords related to manual discounts in the search bar.
   • Try using terms like "discount" or specific discount codes if applicable.
   • This method relies on the naming conventions used when applying discounts.

Exporting Subscription Data

1. Export Subscription Data: Click on More Actions > Export as CSV.
   • Ensure you select the fields that include discount information.
2. Open the CSV File: Use a spreadsheet application like Excel or Google Sheets.
   • Look for columns related to discounts or notes where manual discounts might be mentioned.
3. Filter the Data: Use the spreadsheet's filter function to isolate subscriptions with manual discounts.
   • You can create custom filters based on the discount column or any notes field.

Important Notes

• Naming Conventions: Ensure that manual discounts are consistently named or noted to facilitate easier searching and filtering.
• Data Privacy: When exporting data, ensure compliance with data privacy regulations and secure handling of sensitive information.
• Feature Requests: If filtering by manual discounts is a frequent need, consider submitting a feature request to Chargebee for a dedicated filter option.