Search and Filter Customers
You can search for specific customers by name or email and filter customers by subscription status and creation date.
NOTE: The subscription status filter is intended to provide a list of customers that match the status selected in the moment the filter is applied. This provides a real-time snapshot of customer statuses and is not intended to be used for historical data as the date filter is only for customer creation dates and not status change dates.
-Navigate to the Customers tab
-Locate the Search field and Filter dropdown
-Search with a customer's name or email address
-Filter by the customer's Creation date (today, yesterday, last month or custom)
-Filter based on the Subscription Status (Total, Active, In Trial, On Hold, Pending Cancellation, Cancelled, and Never Subscribed)
Total - All customers with subscription access including active, in trial, on hold and pending cancellation
Active - Customers with active subscriptions including those in trial
In Trial - Customers with subscription access because they are in trial but have not been invoiced yet
On Hold - Customers who have an unpaid subscription invoice and need to update their payment details
Pending Cancellation - Cancelled subscribers who still have access until the end of the paid period or trial period
Cancelled - Cancelled subscribers that no longer have subscription access
Never Subscribed - Customers who do not have a subscription, but may have made individual purchases