Generate Bold Subscriptions Reports

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The reports that can be generated in Bold Subscriptions are:

  • Customers by Discount Code
  • Customer Activity (specific date range option)
  • Prepaid Customers
  • Transactions Report (specific date range option)
  • Failing Transactions
  • Canceled Subscriptions (specific date range option)
  • Customers by Product(s) (All Subscribers, Active, and Inactive)
  • Upcoming Orders (specific date range option)
  • Upcoming Products (specific date range option)
  • Refunds Processed
  • Discount Codes Report

For more detailed information, visit Report Feature in Bold Subscriptions.

To access the reports, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders & Subscriptions by Bold

  3. Select Reports.

    Select Reports

  4. Select CSV Exports.

    Note: You can also select Analytics and select a date range to view the data within Bold Subscriptions.

    Select CSV Exports

  5. Select a report by name.

    CSVReports.png

  6. Enter the filtering criteria.

    select the filtering criteria

  7. Select Generate Report.

    Generate Report

That's it! A CSV file will be downloaded to your computer.

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