PRISM - Customer Subscription Management Reports

PRISM - Customer Subscription Management Reports

Customer Reports – Subscription Management

To access customer reports, Login into PRISM using your user credentials and navigate to the reports icon on the menu.

Once within the Reports page, there are multiple reports to cater for your needs, please navigate to the customer reports section and click on Subscription management report to view it.

Once you have clicked on the Subscription Management report, the overview tab with the customer summary information will be displayed as the landing page.

Overview Tab:

The Overview tab displays the total count of subscriptions existing under the Partner.

The subscription counts are segregated by Products and by customers using a donut chart.

Customer tab:

The Customer tab is a tabular report that can be filtered per customer or view all customer subscriptions and their quantity.

Renewal Tab:

The renewal Schedule is a tabular report which displays the different subscriptions and their renewal months. The report provides you the option to filter between Annual/ monthly commitment vs billing frequency.

The report provides the capability to drill down into the customer record and exclusively identify the products and their renewal months.

In the example drill down provided above, the customer has 106 subscriptions, of which 65 subscriptions are due for renewal in Aug 2022 and 41 subscriptions are due for renewal in Feb 2023.

Upcoming Renewals Tab:

The upcoming renewals tab displays the subscription due for renewal with their renewal date.

Recent Provisions:

The recent provisions tab provides a view of all the subscriptions provisioned within the last 15 days.

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