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Issue Tracking

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Issue Tracking Report — User Guide

Contents

The Issue Tracking report lets publishing businesses monitor the delivery of subscription-based publication issues (magazines, journals) — which customer or recipient should receive which volume and issue, on which date, and at which shipping address. Use it to build fulfillment and mailing lists, verify delivery addresses, and hand a clean CSV to your print or distribution partner.

Availability: This report appears only when the Magazine / Publishing vertical is enabled for your account. If you don't see the Publications category on the Reports page, contact your administrator to enable it.

Step 1 -Open the Report

Log in to SubscriptionFlow, then open the Issue Tracking report from the Reports page.

1.1 Sign In

Sign in to SubscriptionFlow with your email and password.

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Figure 1: Sign in to SubscriptionFlow with your email and password

1.2 Open the Issue Tracking Card

  1. In the left sidebar, click Reports.
  2. The Reports page opens with report cards grouped by category — Customers, Subscriptions, Revenue, Publications, Invoices, and more.
  3. Scroll to the Publications category and click the Issue Tracking card.
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Figure 2: On the Reports page, open the Issue Tracking card under the Publications category

Tip: The report opens with the current month selected by default and runs automatically — you'll see results the moment it loads, with no need to click anything first.

Step 2 -Understand the Page Layout

Once the report loads, the page has four main areas:

  • Title area — shows "Issue Tracking" with the selected date range beneath it (for example, Mar 01, 2026 to Mar 31, 2026). Hover the ⓘ icon for a quick description.
  • Filters button — opens a panel containing every filter plus the Run Report button.
  • Toolbar — a "Show N per page" selector (10 / 20 / 50 / 100) and the green Export Report button.
  • Results table — with a Search… box for quick text filtering and pagination controls beneath.
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Figure 3: The Issue Tracking report at a glance — Filters (top-left), title with date range (center), toolbar with Export Report (right), and the results table below

Step 3 -Apply Filters

Click the Filters button (top-left) to open the filter panel. Set what you need, then click Run Report at the bottom of the panel to refresh the results.

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Figure 4: The Filters panel — scroll inside it to reach every filter, then click Run Report

3.1 Filter Reference

Filter Options Default
Date Range Any range via the date-range picker Current month
Filter by Publication All, or any publication (product) that has issues defined All
Plan Loads after a publication is selected; All or a specific plan All
Status (subscription) All, Active, Pending, Trial, Suspended, Cancelled, Expired Active
Payment Status All, Paid, Pending Paid
Filter by Volume Free text — exact volume number Empty
Filter by Issue Free text — exact issue number Empty
Issue Type Digital, Print, Print & Digital Print & Digital
Subscription Type Standard, Group (shown only when contacts-per-subscription is enabled) Standard

3.2 Notes About Filters

  • The Date Range filter applies to each issue's Issue Date — not the subscription date. Only issues whose issue date falls inside the range appear.
  • Plan depends on Publication: select a publication first, and the Plan dropdown repopulates with that publication's plans.
  • After changing any filter, click Run Report to apply it.
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Figure 5: Click Run Report to apply your filters; use Clear All to reset them

Note: Your filters are remembered. The report saves your last-used filters and columns to your user settings, so the next time you open it, everything is restored exactly as you left it.

Step 4 -Choose Standard or Group

The Subscription Type filter switches the report between two views. (This filter appears only when contacts-per-subscription is enabled for your account.)

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Figure 6: Switch between Standard and Group using the Subscription Type filter

  • Standard — one row per issue per subscription, addressed to the customer who owns the subscription. Subscriptions that have contact recipients attached are excluded here — they belong in the Group view.
  • Group — one row per contact recipient on a subscription. Use this when a single subscription delivers copies to multiple recipients (e.g. a company subscription shipped to several employees). Each recipient appears with their own email and shipping address.
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Figure 7: Standard view — one row per subscription, addressed to the account customer

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Figure 8: Group view — one row per contact recipient, so a single subscription can produce several rows

Step 5 -Read the Results Table

By default the table shows these columns:

  • Customer First Name — a clickable link that opens the customer's detail page
  • Customer Last Name
  • Receiver Email
  • Name — the issue's name
  • Product Feature Name — the publication the issue belongs to
  • Volume Number and Issue Number
  • Issue Date
  • Shipping Address 1 / Address 2 / City / State / County / Country / Postal Code — the receiver's delivery address

5.1 How the Table Behaves

  • Rows are sorted by Issue Number (newest first) by default. Click any column header to re-sort.
  • Fields with no value display N/A.
  • The Search… box above the table filters by issue name or customer name — type a term and click the search button.
  • Use the pagination controls under the table, and the "Show N per page" dropdown to change page size (10 / 20 / 50 / 100).
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Figure 9: Type a customer or issue name and click the search icon to filter the table

Step 6 -Customize Columns

Beyond the default columns, you can append additional fields to the report:

  1. Open the Filters panel and find the Add Columns selector.
  2. Pick additional fields from any related module — Receiver (customer/contact fields), Subscriptions, Products, Plans, and issue fields. Fields available in both Customers and Contacts are labeled with their origin, e.g. "Phone (Customers / Contacts)".
  3. Click Run Report. The new columns are appended to the table and included in exports.
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Figure 10: The Add Columns selector — added fields appear as tags and extend the table

Tip: Your column selection is saved automatically for future visits.

Step 7 -Export the Report

  1. Set your filters and run the report so it shows the data you want — exports respect all active filters, the search term, and your custom columns.
  2. Click Export Report.
  3. You'll see the confirmation "Report added in export queue." The export runs in the background, so large reports don't block your browser.
  4. When processing completes, download the CSV from Export History (file name format: issue_tracking_<timestamp>.csv). Its status changes from In Progress to completed when it's ready.
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Figure 11: The confirmation you'll see after clicking Export Report

Step 8 -What's Included in the Data

  • Only publication features of type "issue" attached to subscriptions are counted — one-time orders are not part of this report.
  • Deleted customers and deleted subscriptions are excluded automatically.
  • An issue appears only if its Issue Date falls within the selected date range.
Done! Open the report, adjust the Date Range and filters, choose Standard or Group, click Run Report, review the table, then Export Report and download the CSV from Export History.

Support

If you need help at any step, email onboarding@subscriptionflow.com or reach out to the SubscriptionFlow support team from your account dashboard.

ReportsPublicationsIssue TrackingSubscriptionFlow

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