This article discusses the reporting features related to subscriptions in opus1.io. It highlights the use of search filters to refine the data displayed in the report.
1. Search Filters.
Filter by date (starting between or ending between a specified date range), status (pending, active, ended, or on hold), location, client, payer, payment plan name, and base price.
Note: not specifying a date range will generate all subscriptions matching the other filter criteria.
2. Click Load Everything to generate all subscriptions matching the criteria specified by your filters. Click Export CSV to generate a CSV of currently displayed subscriptions.
Use Batch Update to update a group of subscriptions at once.
3. Stats. Here you will find the number of currently displayed active, pending, and ended subscriptions, as well as the total number of subscriptions.
The Subscriptions Reporting page allows you to filter subscriptions by date, status, location, client, payer, payment plan name, and the base price of the subscription.
You can click the View button on an individual subscription report to view the details of your client's subscription.
Subscription Statuses:
Active subscriptions are subscriptions that are generating invoices for ongoing appointments/sessions. Clients with active subscriptions will be assigned the client status 'Member' automatically so long as their subscription remains active.
Pending subscriptions are subscriptions that were recently created but have not yet become active.
Ended subscriptions are subscriptions that are not generating invoices. When appointment-based subscriptions are ended, they no longer generate events on your clients' schedules. Session-based subscriptions are ended when the client's subscription is manually ended by an admin or the last date of the session has passed.
On-hold subscriptions are subscriptions to which a subscription hold has been applied. To learn more about subscription holds, click here