Create a Subscription Renewal and Contract Balance Report

Objective

You need a report that shows all subscriptions expected to be renewed, along with the anticipated invoice amount for each renewal. Additionally, you need a contract balance report that includes subscription status and invoice amounts.

Steps to Create the Report

1. Subscription Renewal Report:

   • This report will list all subscriptions that are due for renewal, including:
     • Subscription Name/ID
     • Renewal Date
     • Anticipated Invoice Amount
   • The invoice amount for each renewal should reflect any planned adjustments based on changes in subscription terms or pricing.

2. Contract Balance Report:

   • This report should include:
     • Subscription Status (active, expired, etc.)
     • Anticipated Invoice Amount for renewals
     • Remaining Contract Balance
   • It helps track the overall contract value and payment status.