--- title: "Filters and segments: Subscriptions docs | Chargezen" description: "Search, filter and sort subscription contracts and customers, save a filter as a segment, and build segments with conditions and a live preview." url: "https://chargezen.com/docs/subscriptions/segments" lang: "en" updated: "2026-10-18" --- Canonical URL: https://chargezen.com/docs/subscriptions/segments # Filters and segments Search, filter and sort subscription contracts and customers, save a filter as a segment, and build segments with conditions and a live preview. Last updated: 2026-10-18 Filters find the subscriptions you're looking for, like everyone renewing in the next 7 days on a certain product. A segment is a filter you save and come back to. Filters live on **Subscriptions → Manage → Contracts** and **Customers**; saved segments are listed under **Subscriptions → Manage → Segments**. ## Search and sort contracts * Search by name, email, phone, contract ID, product or plan. * **Sort**: Created · newest first (the default), Created · oldest first, Next charge · soonest first, Next charge · latest first, or Status · A to Z. * The **Customers** list searches by name or email and sorts by Newest customers, Oldest customers, Name · A to Z or Name · Z to A. A customer matches a filter when any of their subscriptions matches. ## Filter the list 1 #### Add a filter Choose **Filter**. The **Common** list has Status, Next charge date, Product, Selling plan, Subscription created, Billing interval, Subscription source and Customer tags. **All filters** groups the rest under Subscription, Customer, Orders, Products in this subscription and Selling plans. 2 #### Set the condition Choose how to compare, for example **is**, **is any of**, **contains**, **is between**, **is in the next** or **is set**. Dates have presets: Today, In the next 7 days, In the next 30 days, In the last 7 days, In the last 30 days or Custom. Choose **Apply filter**. 3 #### Combine filters Under **Match**, choose **All filters**, **Any filter** or **Any group**. Use **Add alternative group** for "this set of filters, or that one". Orders and products filters open their own editor. Choose **Orders to check** (this subscription's orders or this customer's orders), whether to include subscriptions that **Have a matching** or **Have no matching** record, and whether the same record must match **All conditions** or **Any condition**. ## Save a filter as a segment With filters applied, choose **Save** next to the search. Enter a **Filter name**, choose **Create a new segment** (or update one you already have) and choose **Save segment**. Saved filters appear in the selector at the top of the list. The search text, sort and page aren't saved. ## Create a segment from scratch 1 #### Start Go to **Segments** and choose **Create segments**. 2 #### Name it Under **Segment Details**, enter a **Name** and an optional **Description**. 3 #### Add conditions Under **Conditions**, use **Add filter** to describe the subscriptions. The same filters as the contracts list are available. 4 #### Check the preview **Subscriptions Preview** shows how many subscriptions match and a short sample. Set **Status** to Active or Draft in the summary. 5 #### Save Choose **Save** on the **Unsaved changes** bar at the top of the page. The Segments list shows each segment's size, status and created date. Use the row buttons to **Duplicate** or **Delete** a segment. Deleting can't be undone. Export what you found After filtering the contracts list, **Export** emails you a CSV of exactly those subscriptions. See [Export subscriptions](https://chargezen.com/docs/subscriptions/exports). ## Troubleshooting ### I can't find the save button on a new segment Saving happens on the **Unsaved changes** bar that appears once you make a change. A segment needs a name. ### My filter matches too many subscriptions Check **Match**. With **Any filter**, a subscription only needs to match one filter. Switch to **All filters**. ### Status shows Canceled in one place and Cancelled in another Both mean the same status. ## Related * [Subscription workflows](https://chargezen.com/subscriptions/workflows): act on subscribers automatically with conditions. * Glossary: [cohort analysis](https://chargezen.com/glossary/cohort-analysis), [subscription frequency](https://chargezen.com/glossary/subscription-frequency). ### Related Articles [ #### Export subscriptions Download the subscriptions a filter matches ](https://chargezen.com/docs/subscriptions/exports)[ #### Skip, swap and reschedule Change a subscription you found ](https://chargezen.com/docs/subscriptions/skip-swap-reschedule)[ #### Subscription reports Ready-made tables of customers and orders ](https://chargezen.com/docs/subscriptions/reports) Was this page helpful? Need more help? [Contact support](https://chargezen.com/docs/checkoutos/troubleshooting/support)