Subscriptions

Comprehensive insights into subscription management and financial reconciliation

The report offers insights into products and invoices related to subscriptions, covering amounts, currencies, and billing periods.

This information is crucial for managing Guide
Explore Solidgate subscriptions for seamless recurring customer payments. subscription and financial reconciliation, thereby enhancing understanding of recurring revenue streams and customer retention, and supporting data-driven decisions in subscription-based business models.

Via API

Subscriptions API report is a comprehensive tool for merchants, providing a detailed view of customer subscriptions. This report includes subscription IDs, statuses, and key dates such as creation, update, expiry, and next charge, along with trial information and cancellation details. You can track payment types and methods and access crucial customer data such as email and account ID.

The updated_at as default parameter is used when unloading subscription data, indicating the most recent update to a subscription.

Via Hub

To create a subscriptions report

Go to Reports&Exports.
In the top-right corner, click on +Create report.
In the pop-up window, add the required information:
- Select the Subscriptions report type
- Select one or several channels
- Specify a date range of up to 36 days
- Optionally, change the auto-created file name
Click on Create.
Once confirmed, the reports are created for each selected channel.
Click on Download to save and view the report.

Please note that a more detailed report is available via API, including additional fields for expanded analysis and insights.

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