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Filtering and Searching Subscriptions

Use the Subscription Summary Page's filters to find the exact set of subscriptions or line items you need.

Written by Cecilia Wilbur

The Subscription Summary Page includes a full set of filters for finding exactly the subscriptions or line items you need. You can filter at the subscription level, drill down to specific line items using sub-filter groups, and layer both together to get as precise as your use case requires.

To get started, navigate to Customers > Subscriptions.

1. Using the Search Bar

The search bar at the top of the Subscription Summary Page lets you quickly locate subscriptions by:

  • Customer email address

  • Customer name (first and last)

  • Subscription ID

πŸ“Œ Note: Any active search or filter you apply will be honored when you export to CSV β€” your export reflects exactly what's on screen.

2. How Filters Work

Filters fall into two categories that behave differently:

  1. Subscription-level filters evaluate the subscription as a whole. If a subscription meets the criteria, it's included in your results β€” regardless of which line item satisfied the condition.

  2. Line item-level filters evaluate individual line items. When used on their own, a subscription is included if any line item on it meets the criteria. When grouped as sub-filters, all conditions in the group must be true on the same single line item for the subscription to appear.

This distinction matters most when you're targeting a specific product configuration.
For example: filtering for Product Name contains "Kate's" alone will return any subscription with Kate's product anywhere on it, including in a bundle. Grouping that same filter with Contains Bundle = False as a sub-filter will return only subscriptions where Kate's product appears on a non-bundle line.

3. Building a Filter Set

A good starting point for most use cases is to open with a subscription-level filter to scope your results, then layer in line item sub-filter groups to get specific.

To apply filters:

  1. Click Filters to open the filter panel.

  2. Add a subscription-level filter first β€” for example, set Status to Active to work only with active subscriptions.

  3. Add one or more line item-level filters. To group them as sub-filters (so all conditions must be true on one line), use the sub-filter grouping option.

  4. Add additional subscription-level filters as needed β€” for example, Next Order Date before a specific date β€” to further narrow your results.

    5. To target a second distinct line item configuration, add another sub-filter group β€” for example, a Variant ID in bundle at a quantity less than 3 β€” to further narrow your results. You can add as many sub-filter groups as you need to cover multiple line item targets within the same result set.

4. Available Filters

You can filter subscriptions by the following identifiers:

Subscription-Level Filters

Subscription ID

Find a specific subscription by its 8-digit Shopify subscription ID

Subscription Currency

Filter by the currency on the subscription

Subscription Type

Filter by Standard, Prepaid, Calendar, or Calendar Prepaid

Customer Name

Match subscriptions by characters across customers' names

Customer Email

Match subscriptions by characters across customers' email addresses

Created Date

Filter by the date a subscription was created (at checkout or via migration)

Next Order Date

Filter by the next order date. Matches next billing date for Standard and Calendar subscriptions; may differ for Prepaid and Calendar Prepaid.

Next Billing Date

Filter by the next billing date. Matches next order date for Standard and Calendar subscriptions; may differ for Prepaid and Calendar Prepaid.

Status

Filter by Active, Paused, Cancelled, or Expired. Expired applies to Prepaid and Calendar Prepaid subscriptions only.

In Dunning

Filter subscriptions currently going through payment retry attempts

Cancelled Date

Filter by the date of the most recent status change to Cancelled

Shipping Price

Filter by the shipping price on the subscription

Shipping Location

Filter by country and/or state or province of the shipping address

Shipping Zip Code

Filter by the zip code of the shipping address

Last Charge Failure Date

Filter by the date of the most recent billing failure

Charge Failure Date

Filter by the date of any billing failure on the subscription

Had Charge Failure

Filter by whether any charge failure has ever occurred

Discount Code

Target subscriptions with a specific Shopify discount code applied

Prepaid Remaining Orders

Filter Prepaid and Calendar Prepaid subscriptions by orders remaining

Frequency

Filter by the delivery frequency of the subscription

Billing Status

Filter by whether dunning has expired or a 3DS Challenge has occurred

Churn Risk Status

Filter by whether a subscription is identified as at risk of churn

Line Item-Level Filters

These filters can be used individually or grouped as sub-filters.

Product Name

Filter by the Shopify product title on the line item

Variant Name

Filter by the Shopify variant title on the line item

Product ID

Filter by the Shopify product ID of the line item

Variant ID

Filter by the Shopify variant ID of the line item

SKU

Filter by the SKU value assigned to the line item

Line Item Type

Filter by whether the line item is Recurring or One-time

Line Item Quantity

Filter by the quantity of the line item

Line Item Unit Price

Filter by the price per unit of the line item

Contains Bundle

Filter by whether a bundle is present on the subscription

πŸ’‘ Tip: Sub-filter groups are especially useful for stores selling products with multiple variants. For example, you can target a specific line item that is size small, color black, priced at $20, with a quantity of 2 β€” all on the same line.

A note about Churn Risk identification

βœ… Best Practice: Stay's machine learning model assigns each subscription a churn risk score between 0 and 1, factoring in store-level data combined with subscription attributes like time since first order, frequency, and order density (including behaviors like skipping or delaying orders). The top 20% of subscriptions by score are flagged as "at risk."
​

Filter by Churn Risk Status to build a targeted list, then export those subscription IDs to use in Klaviyo, Postscript, or another platform to trigger retention flows or reward loyal customers.

6. Exporting Your Results

Once your filters are applied, click Export to CSV to export the matching subscriptions.

  1. Click Export to CSV.

  2. Enter the email address where you want to receive the file.

  3. Click Export.

The export reflects your active search and filter state.

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