Export Payment
Randy Peck
You can currently export only a limited amount of data from the "orders" tab. We need to be able to export data from filters in the "payments", "invoices" and "subscriptions" tabs. At the very least, to show more than 20 payments per page.
For my use case (and I'm sure there are others): Exporting information with "is rebill" and "rebill number" are important for tracking LTV of customer cohorts (say, by "month joined"). In the current "orders" tab there is no way to see additional payments. For instance, if I want to see how much revenue was made from subscribers in December who joined in November, and again in January and so on.
I know you can see "LTV" in "contacts", but it's important to be able to break that down further, segment by date of subscription, and filter further.
Allison Viers
Hey Randy Peck, we released a new feature this week that addresses part of your request. You can now export data from the Payments tab, including "Is Rebill" and "Rebill Number" fields for tracking.
To use it:
- Go to Customers → Orders → Payments
- Select the transactions you want to export using the checkboxes
- Click Bulk Actions → Export
- Choose your columns (make sure to check "Is Rebill" and "Rebill Number")
- Click "Perform Export Action"
For any questions or concerns, feel free to reach out to our support team at support@clickfunnels.com
H
Hugh (Product Support Manager)
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H
Hugh (Product Support Manager)
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Randy Peck
Hugh (Product Support Manager)Thanks Hugh!
H
Hugh (Product Support Manager)
Randy Peck: No problem, you where correct the feature had not yet been completed.