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Generate Recurring Orders Reports

The reports that can be generated in Recurring Orders 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)

For more detailed information visit Report Feature in Recurring Orders.

To access the reports, follow these steps:

  1. From "Shopify 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 Recurring Orders.

    Select CSV Exports 

  5. Select a report by name.

    Select a Report 

  6. Enter the filtering criteria.

    Enter Filters 

  7. Select Generate Report.

    Select Generate Report 

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