How do I search for subscriptions and use filters?

You can search for a subscription using the subscription number from the Subscription Management landing page.

On the Subscription Management landing page, enter the subscription number you are searching for in the Find search box and click the Search icon.

Search Using Advanced Search

  1. On the Subscription Management landing page, click the Show Advanced Search icon (filter icon).
  2. Use the search criteria in Advanced Search to search subscriptions. This table describes a few criteria you can filter your search by:
    Field Description
    Subscription Number Filter search by subscription number
    Customer Filter search by customer name
    Status Filter search by the status of the subscription. For example, active or expired.
    Days to Expiration Filter search by the expiration time frame. For example, subscriptions expiring in 30 days
    Product Name Filter search by product
    Covered Asset Number Filter search by covered asset
  3. To add more search criteria or filters, click Add and select the filters.
  4. Click Search.
Note: The list page doesn't show decimals for amount fields.

Search Using Saved Search

You can save the criteria that you use the most for quick access.

  1. On the Subscription Management landing page, click the Show Advanced Search icon.
  2. Select the search criteria to filter your search results.
  3. Click Add to add more search criteria if needed.
  4. Click Save.
  5. In the Name field on the Create Saved Search dialog box, enter a name for your saved search. This will appear in the Saved Search menu in Advanced Search.
  6. Select Set as Default to set it as the default search criteria.
  7. Select Run Automatically to ensure that the application runs this search automatically every time you navigate to the Subscriptions landing page.
  8. Click OK.