Filtering Accounts in Subscribe

The filters allow you to search for a list of customer accounts you seek by filtering out unwanted results.

Pages associated with the billing menu typically include large volume of results. This is why they do not display results by default when you initially access them. Instead, the filtering screen lets you search for the required records. The search results appear for the page throughout the session.

Account Filtering Considerations

Use the following guidance and considerations to improve filtering performance:

An exact match search of the following fields is run first in the order shown. If the input provides an exact match to an account result it is immediately displayed and all other fields are ignored.
1. ID
2. External ID
3. Email
When filtering by multiple fields such as Name and Created Date Between, the displayed results displayed match both the Name AND the Dates values you entered. Fields in which you type a value, filter for that value. A search for customer name Pete Johnson, for example, will not return results for Peter Johnson. A search for customer Pete, will display results for Peter Johnson.
The filtering screen includes key search fields, displayed with a light blue background for specific fields. At least one key search field (with a blue background) must be used in order to search.
When filtering by the date range key field only, the search is limited to 90 days. When using multiple filtering input, the date range is unlimited.
The Accounts page returns the 500 most recent results. To view more results, run the Account Entitlement Detail Report in Subscribe Reports located under the Insights menu.

Account Filters


Field	Previous naming (Portal 1.0)	Guidance	Relevancy
ID	Merchant Customer ID	Your unique identifier for this customer . The ID is a string of up to 1024 bytes with digits, characters and special symbols support. Note: If an exact match is found for this field, it is immediately displayed	Key field, at least one is required to filter.
External ID	N/A	An optional (additional) unique ID you can use in Subscribe.The merchant Account Id (Account ID) can be in your merchant-facing Interface, and the external Id by your external billing system. Note: If an exact match is found for this field, it is immediately displayed	Key field, at least one is required to filter.
Email	Customer Email	Enter the Email address associated with this account in the typical format XXXX@example.com Note: If an exact match is found for this field, it is immediately displayed	Key field, at least one is required to filter.
Name	Customer Name	Customer’s full name—typically corresponds to the name associated with the payment method on the account. Entering part of a name will display all results that include the entered segment.	Key field, at least one is required to filter.
Payment Method Type	Payment Method Type	Select the relevant payment method from the drop-down list. For a list of supported payment methods, see Account Payment Methods Pane.	Key field, at least one is required to filter.
For Payment Method Type > Credit Card: Credit Card Number - Key field - required Credit Card BIN - Optional Credit Card Expiration - Optional	N/A	Search by entering the following: Credit Card Number (Key Field - required for searching by Credit Card) - Enter one of the following: (Recommended) The full number of the credit card associated with the Account. Requires at least 10 digits, allows up to 16. The last four digits of the credit card. Enter at least six entries of the letter x and the last four digits of the card. Example for a 16 digit card: xxxxxxxxxx2214 The first six digits (BIN) and last four digits of the card. Example for a 16 digit card: 143272xxxx2214 Note: Search requires exact match to find the relevant result. Credit Card BIN - The Bank Identification number relevant for the credit card. This is typically the first 6 digits of the card. (optional field) Credit Card Expiration - Enter the Month and Year until which the card is valid. (optional field)	Credit Card Number is a key field. The rest are Optional
Phone	Customer Phone Number	Enter the customer phone number (digits) associated with the shipping address.	Optional
Relation	N/A	Select the relationship of the account from the dropdown list: Select Child, to see accounts that are child accounts Select Parent, to see accounts that are parent accounts.	Optional
Created Date Between	Created Date Range	Define the date range during which the account was created. When filtering by the this field only, the search is limited to 90 days. When using multiple filtering input (regardless if key fields), the date range is unlimited. Use the Calendar picker to select your date range, or enter dates directly in the fields.	Key field, at least one is required to filter.

How to Filter

To filter the page, do the following:

Enter the relevant value by which you'd like to search in the key fields (blue background). You can also search by additional fields. Refer to the tables for guidance regarding the filter fields.
Click Apply to filter the results.
A list of the results appears. If there is only one result, the details page opens immediately.
To change the filter query, click Change Query and enter the relevant values.
To clear your filter parameters, click Clear.