Subscription reports by client

I need to run individual reports for each of our clients that shows what subscriptions they purchased and how long their subscriptions were for. Appreciate any help!

Strangely enough, I don’t know of a ‘default’ report that you can run to show all that data.

Here is a quick and easy workaround.

Tag your customer with a temporary tag (could be anything). (TEMP: LastName).

Then, under ecommerce – reports, run the All Sales Report.
In the criteria, choose a huge timeframe (back to 2010, etc.), then in the Misc Criteria section, choose the tag that you just created for that customer.

Then run the report.

That will give you every charge you’ve ever charged them.

Hope that helps.

Jeff


Jeff Arnold, President

4Spot Marketing

Infusionsoft Certified Partner

PlusThis Certified Partner

Zapier Certified Expert

4Spot Marketing • 4SpotMarketing.com

11700 W Charleston #170-160 • Las Vegas • NV • 89135

O: 702-721-9763 • C: 702-525-9763

Client TestimonialsBook an Appointment