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Activity: Events, Orders and Subscriptions

Overview

This article describes the features of the Activity menu in the FastSpring App.

The Activity menu in the Dashboard lets you search for, view, and work with events, order records, and customer subscriptions.

The Activity menu consists of three tabs:  EventsOrders, and Subscriptions. The Events tab is selected by default.

Each of the three tabs includes the Search Orders and Subscriptions at the top of the page. 

This field works the same way regardless of which sub-page is selected; you can use it to search for orders and subscriptions.

 

Events Tabs

The Events tab lists activity of all types. Some examples of the types of activity included on this tab include new orders, refunds, new subscriptions, subscription billings, subscription cancellations, and changes to existing subscriptions. Click any item to view its details.

 

Orders Tab

The Orders tab lists transaction activity and includes multiple tabs across the top of the page.

At a glance, you can see several relevant data points about each transaction listed.

1Transaction Status, including Test tag if not a live order
2Display name of the purchased product
3Transaction amount
4Customer name and email address
5Order reference (or reason if order not successful)
6Date and time of the order

 

Filtering the Orders Tab

On the Orders tab, you can filter the orders shown using a variety of criteria.
Tip:  If you want to filter the page to include only orders with a certain status (e.g., only completed or only failed orders), click  and select the desired status. The list of orders is automatically filtered to match the selected criterion.
 
Page NameDescription
All OrdersThis is the default page, which lists all activity that meets the criteria defined in the status, Live and Test, product, and date filters.
Custom OrdersThis page shows Custom Orders you have created for specific customers. Examples of custom orders may include things like pre-loaded carts, coupons, price overrides, and even custom order tags. You can provide the URLs for custom orders to customers so that they can enter payment information and complete the order processing with a minimum of effort required on their part.
Awaiting PaymentThis page shows orders that are awaiting payment, such as orders that will be paid by customers using bank transfers and approved, unpaid purchase orders.
Pending ApprovalThis page shows orders that are pending your approval, such as purchase order transactions that you have not yet accepted or rejected.

 

Subscriptions Tab

The Subscriptions tab lists customer subscription instances. You can directly access recently created subscriptions to view details such as subscription status, billing dates, subscription event history, and more.

Tip:  If you want to filter the page to include only subscriptions with a specific event in the selected date range (e.g., only subscriptions created on a certain date), click the drop-down next to the status/event filter (default value Created) and select the desired event. The list of orders is automatically filtered to match the selected criterion.

 

At a glance, you can see several relevant data points about each subscription listed.

1Subscription status, including indicators for Test subscriptions and those in Free Trial status, plus indicators to show if a subscription is Canceled (yet still Active) or Canceled (and has reached its deactivation date)
2The date on which the subscription was created
3The customer's name and email address
4The display name of the subscribed product
5The billing terms of the subscription - currency-specific amount to be billed each time, and how often billings occur
6The amount and date of the next billing (or the last day the subscription was active, for inactive subscriptions)

 

Filtering the Subscriptions Tab

Page NameDescription
SubscriptionsThis is the default tab, which lists all subscriptions that meet the criteria defined in the status/event, Live and Test, product, and date filters.
ChargesIn addition to applying the other filters, this tab shows charges/transactions that are associated with subscriptions. The status/event filter is different on this tab; you cannot filter by event since the tab shows actual transactions rather than subscriptions. The time frame chosen via the date filter applies to transaction dates (i.e., subscription charges that have occurred during the specified time frame).

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