The Subscriptions Table
The Subscriptions table shows every subscription across your book of business in one place. It's a useful tool for tracking renewals, forecasting revenue, and prioritising which accounts need attention before their contract ends. It can show:
Customer: the account the subscription belongs to
Subscription name
Product the subscription is for (where applicable)
Value of the subscription
Start date and Renewal date
Custom fields unique to your organisation
Why use the Subscriptions table
Reporting on subscriptions helps CS and Revenue leaders forecast renewals, track ARR, and spot contracts coming up for renewal before they become a risk. Saved views let you review this in minutes each week.
CSMs and Revenue leaders can track upcoming renewal dates across their book of business, prioritise outreach, and make sure no subscription is missed.
Subscription data, including custom fields, can also be used as a trigger or condition in Hook automations, so renewal dates and other subscription attributes can kick off reminders, tasks or notifications automatically.
Choose which subscriptions you see
Use the dropdown at the top of the table to switch between subscriptions for All customers, your Team's customers, and customers assigned to you (Mine).
Choosing All, Team or Mine
Customise the table
Filter
Click the pencil next to Filters.
Choose a column. Use the search box to find it quickly.
Set the filter. For a list field, pick values to Include or Exclude. For numbers and dates, set a range.
Filtering the Subscriptions table
Add, remove and reorder columns
Click the pencil next to Columns.
Search Available columns and click a column to add it. Use Add all or Remove all to start again.
In Selected columns, drag to reorder, or click the X to remove a column.
The column editor
If a custom field doesn’t appear in Available columns, an admin needs to turn on its Subscriptions table toggle in Settings > Custom fields. See Make Hook Your Own with Custom Fields.
Views
A view saves a set of filters, columns and sort so you can come back to it. Hook views are set up for everyone in your organisation; custom views are ones you or your colleagues create.
Create a view
Click + New view.
Enter a name and click Save and edit. The new view starts from the filters, columns and sort you have now.
Change the filters, columns and sort, then click Save.
Creating a new view
Export
Click Export and choose XLSX, CSV or TSV to download the current table. To download data as it was on past dates, use Export historical data.
Export options
❓ Frequently Asked Questions
How can I see the subscriptions for my own book of business?
Set the dropdown at the top of the table to Mine, add the columns you need, and save it as a view.
Can I see subscriptions renewing in the next 30, 60 or 90 days?
Yes. Add a filter on Renewal date and choose the date range you want to review. Save the view once you've added the relevant columns.
Can subscription data be used in automations?
Yes. Subscription fields, including custom fields, can be used as triggers or conditions in Hook automations, for example to notify a CSM ahead of a renewal date.
Can I add custom fields to the Subscriptions table?
Yes. Any custom field configured on subscriptions can be added as a column, used as a filter, and used in automations. If it doesn't appear in Available columns, an admin needs to turn on its Subscriptions table toggle in Settings > Custom fields.
What's the difference between a subscription and an expansion?
A subscription is the base contract for a product. An expansion is an add-on to that contract. An account is only active in Hook while it has a current subscription; expansions on their own don't keep an account active. See Subscriptions: Troubleshooting Guide for more detail.
Why is a subscription missing, or showing the wrong renewal date?
Subscriptions come from your CRM, so check the record there first. See Subscriptions: Troubleshooting Guide for where renewal dates come from and how often data updates.
Can I share views?
Copy the URL from your browser's address bar and send it to another Hook user. To make a view available to everyone in your organisation, see Share Reports with your Organisation. To share with someone outside Hook, export the table.
Related articles
Subscriptions: Troubleshooting Guide: how subscriptions, renewal dates and revenue work in Hook
Share Reports with your Organisation: make a view available to everyone in your organisation