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Subscription

Subscription Report​

The Subscription Report in the ERP application provides a complete overview of all active, expired, and upcoming customer subscriptions. This report helps administrators and managers track subscription plans, renewal dates, payment status, and customer engagement. It ensures that businesses can monitor recurring revenue streams and follow up with customers before subscription expiry.

Key Features​

  • Displays subscription start date, end date, plan name, and customer details.

  • Shows the subscription status: Active, Expired, Pending Activation, or Renewal Due.

  • Includes the subscription amount, payment status, and payment method.

  • Option to filter by date range, subscription status, or customer.

  • Exportable in formats like Excel, PDF, and CSV for analysis and sharing.

  • Helps in identifying renewal opportunities and subscription churn rates.

Use Cases​

  • Finance teams can track subscription-based revenue.

  • Sales and support teams can proactively follow up with customers before expiry.

  • Management can analyze subscription trends for business growth.

Sample Data Table​

Subscription IDCustomer NamePlan NameStart DateEnd DateStatusAmountPayment StatusPayment Method
SUB-001John SmithPremium Plan01-Jul-202530-Jun-2026Active₹15,000PaidCredit Card
SUB-002Priya KumarBasic Plan10-Jan-202509-Jan-2026Renewal Due₹5,000PendingBank Transfer
SUB-003Alex JohnsonStandard Plan15-Mar-202414-Mar-2025Expired₹8,500PaidUPI
SUB-004Ramesh GuptaEnterprise Plan01-Aug-202531-Jul-2026Active₹50,000PaidCheque
SUB-005Meera SinghPremium Plan20-Nov-202519-Nov-2026Pending₹15,000PendingCredit Card