How to filter subscriptions and save custom views

The Subscriptions page in Ongoing lets you narrow your list down to exactly the subscribers you need: everyone subscribed to a certain product, customers whose payment failed last week, subscriptions renewing this month, and more. You can save any combination of filters as a view, so it's one click away next time, and export whatever the list is showing to a CSV.

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Status tabs

Across the top of the Subscriptions page you'll find a tab for each status:

• All: every subscription

• Active, Paused, Declined, Cancelled and Expired

Any views you save appear as extra tabs after these.

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Filter by product

See everyone who is (or isn't) subscribed to one or more products.

1. From Ongoing, click Subscriptions.

2. Click the search and filter button above the list.

3. Click Product. Shopify's product picker opens: search for products and tick as many as you need. Draft and archived products are included.

4. Choose whether subscriptions should include or not include those products.

The filter shows as a pill above the list, for example Product is Coffee Beans, Tea Sampler. It stays applied when you switch between status tabs, so you can check the active and cancelled subscribers of the same product. To clear it, click the × on the pill.

Tip: In Analytics, open a product and click View subscribers to jump straight to its active subscribers.

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Search

Use the search box to find a subscription by its number, the customer's name or their email. Search works together with your tab and filters.

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Create a custom view

A view is a saved set of filters that appears as its own tab, like "Failed payments this week" or "Renewing in December". In this example we'll make a view of everyone with an active subscription to our Ethiopian coffee.

1. In your Shopify admin, go to Apps > Ongoing Subscriptions > Subscriptions, and click + next to the tabs.

2. Give the view a name (up to 40 characters), for example Active Subs with Ethiopian Roast Coffee.

3. Click Add filter and choose a filter type. For this example, choose Product.

4. Leave the condition on Includes, click Choose products, tick the products you want, and click Select.

5. Add more filters if you need them, up to 10. Here we added Status is Active, so the view only shows active subscribers.

6. Click Create view. Your view now appears as its own tab, next to Expired.

Tip: If you've already set a product filter on the list, click Save as view instead of +. The dialog opens with your current tab and product filter filled in.

A subscription shows up in the view only if it matches all of the view's filters. You can have up to 10 views.

Filters you can use in a view

• Status: is or is not Active, Paused, Declined, Cancelled or Expired.

• Product: includes or doesn't include one or more products.

• Billing attempt: subscriptions that had a billing attempt in a date range.

• Successful billing: subscriptions that were successfully charged in a date range.

• Failed billing: subscriptions whose payment failed in a date range.

• Rescue state: In rescue or Not in rescue. A subscription is in rescue (shown with an Ongoing Rescue badge) while Ongoing is retrying a failed payment.

• Next billing date: before or after a date.

• Created date: before or after a date.

The three billing filters can use any of these date options: Between two dates, On date, In the last number of days, or the "not" version of each (Not between, Not on date, Not in the last).

Example views

• Failed payments this week: Failed billing, In the last 7 days.

• Payments being recovered: Rescue state, In rescue.

• New coffee subscribers: Product includes your coffee, and Created date after the 1st of the month.

• Active, but not on the new formula: Status is Active, and Product doesn't include New Formula.

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Edit or remove a view

1. Click the view's tab to open it.

2. Click the tab again to see its options.

3. Choose Edit view to change its name or filters, then click Save changes. Or choose Delete view to remove the tab. Ongoing asks you to confirm first.

Removing a view only removes the saved tab. Your subscriptions aren't changed in any way.

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Export the list to CSV

1. Pick the tab or view, and set any search or product filter.

2. Click Export at the top of the page, then confirm in the Export subscribers window.

The CSV contains exactly the subscriptions the list is showing, with:

• Customer email, first name and last name

• Subscription number and status

• Products

• Next billing date and the date the subscription was created

Questions? Click the chat button and our team will be happy to help.