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How can I use filters to customize subscription reports?

How to Use Filters to Customize Subscription Reports

Subscription reports in Arketa allow you to analyze and refine data to meet specific reporting needs. By applying filters, you can narrow down results to focus on particular aspects of your subscription data. Below are some common filtering options and how to use them effectively:

Filtering by Creation Events

To focus on newly created subscriptions and exclude renewals, you can apply a filter for creation events. This ensures that your report only includes new memberships, providing a clear view of recent subscription activity. For example, in certain reports, such as sales or membership reports, you can select the "creation" filter to limit results to new subscriptions only.

Excluding Renewals

If you want to exclude subscription renewals from your report, use the same creation event filter mentioned above. This approach ensures that only new subscriptions are included, giving you a more accurate representation of new customer acquisition metrics.

Filtering by Subscription Status

You can also filter subscriptions by their status to include or exclude specific categories, such as "Cancelling." This is particularly useful for analyzing active subscriptions or identifying trends among specific groups. Simply apply the relevant status filter in your report settings to customize the data view.

Additional Tips for Customizing Reports

  • Combine multiple filters to refine your data further (e.g., filter by both creation events and status).

  • Regularly review your filters to ensure they align with your reporting goals.

  • Save frequently used filter configurations for quick access in future reports.

By leveraging these filtering options, you can tailor your subscription reports to provide actionable insights and support data-driven decision-making.

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