Channel Subscription Management overview

Accessing Channel View

The Subscription Management page now provides two dedicated views: Seller View and Channel View. By default, the grid opens in Seller View, which displays all Subscriptions across all Customers managed by the Seller.

To switch to Channel View, follow these steps:

1. Navigate to the Subscriptions tab in the main navigation bar.
2. On the Subscription Management page, locate the view toggle in the upper-right corner of the grid.
3. Click the Channel View button to switch from Seller View to Channel View.

The grid will reload and display Subscription data across the entire sales channel, including additional columns specific to Channel View.

For a detailed overview of the Seller View functionality, including filtering options, grid columns, color-coded progress bars, export features, and search capabilities, refer to the Seller Subscription Management overview article.

Channel View overview

Channel View is designed for Distributors who need to monitor and manage Subscriptions across their entire sales channel. While Seller View focuses on Subscriptions within a single Seller scope, Channel View aggregates Subscription data from all Sellers in the Distributor's channel, providing a broader perspective.

The Channel View grid includes the same core elements as the Seller View:

1. Section header — displays the title "Subscription Management" and the subtitle "Manage and monitor your software subscriptions, costs, and renewals."
2. Search bar — allows you to quickly find Subscriptions by keyword.
3. Columns button — lets you select which columns are displayed in the grid.
4. Share view button — copies a URL containing the current view and applied filters. See Share view for details.
5. Export button — lets you download the current grid view as an XLSX file.
6. Filter panel — a row of quick-access filters above the grid. See Filtering and search for details.
7. Subscription grid — the main table listing all Subscriptions with their details.

The key difference is that Channel View adds Seller-specific columns such as Seller Name, Seller Organization ID, and Seller Country, enabling Distributors to identify which Seller each Subscription belongs to.

Channel View columns

The Channel View grid displays the following columns. You can customize visible columns using the Columns button. All available columns are described below.

Share view

The Share view feature allows you to save and share customized views of the Subscription grid. This is useful when you frequently work with specific filters or need to collaborate with team members on a particular set of Subscriptions.

To share a view, follow these steps:

1. Apply your desired filters and column settings in the Subscription Management grid.
2. Click the Share view button located above the grid.
3. The Platform will copy a URL containing the current view to your clipboard and confirm the successful copy.

The shared URL preserves the following information:

• The selected view context (Seller View or Channel View).
• The active Subscription list.
• All applied filters.

When a recipient opens a valid shared URL, the Platform will restore the intended view context, Subscription list, and applied filters exactly as they were when the URL was generated.

Filtering and search

Channel View provides the same filtering and search capabilities as Seller View.

Filter panel

The filter panel above the grid displays quick-access filters:

• Active — displays the number of active Subscriptions and filters the grid when clicked.
• Expire within # of days — shows Subscriptions that expire within the specified number of days.
• Auto-renews within # of days — shows Subscriptions that auto-renew within the specified number of days.
• Trial — displays the number of trial Subscriptions.
• All history — shows all Subscriptions regardless of their status.

Column header filters

You can also filter Subscriptions using the column header filters. Hover the mouse over a specific column header to access the funnel icon, then select your desired filter criteria from the drop-down menu.

Search

The search bar allows you to quickly find specific Subscriptions by entering keywords. The search works across the visible columns in the grid.

API access

The Subscription data displayed in the Channel View grid is also available programmatically through the Search Subscriptions API endpoint. Partners can use this endpoint to retrieve, search, and filter Subscriptions across their sales channel, including Seller-specific fields such as ResellerId, ResellerFullName, and ResellerCountryName that map to the Seller Name, Seller Organization ID, and Seller Country columns in the grid. For request examples, available filter fields, and response details, refer to the Search Subscriptions via API article. For interactive testing, visit the Search Subscriptions endpoint on the Developer Portal.

Summary

The Channel View in Subscription Management provides Distributors with a centralized way to monitor and manage Subscriptions across all Sellers in their sales channel. By adding Seller-specific columns such as Seller Name, Seller Organization ID, and Seller Country, Channel View gives Distributors the visibility needed to track Subscriptions across different Sellers without switching contexts. The Share view feature further streamlines workflows by allowing users to save and share customized views with applied filters through URLs.

Related content

• Seller Subscription Management overview
• How to edit Subscriptions
• Cancellation Policies
• Search Subscriptions via API