The Recurring Billing Report will provide you with a list of Scheduled Billing configured for your contacts. This will include all schedules, not just membership.
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Summarize this report by renewal month, and you will have the total expected revenue monthly for budgeting purposes! |
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Click Reports in the Navigation Panel
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Select Recurring Billing Report.
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Select your search filtering criteria. For example, you may wish to view just a selected renewal month.
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Optional - Enter a Search/Filter query. If you wish to view Autopay recurring profiles, select Payment Profile/Is Not Empty.
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Select Display Options. The system is set up with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display dropdown arrow. To view the Autopay profile criteria, add Payment Profile by clicking on the dropdown arrow.
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Select Summarize by criteria. This optional field allows you to select how you wish to report results grouped, for example, you may wish to group by sales rep.
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Click Run Report.
See the following for Common Report Functions:
- Export Reports
- Email Reports
- Add Report Contacts to a List/Committee
- Mailing Labels
- Save a Report as a New Report
- Save a report as a Favorite Report
- Report Filtering Options
Total Recurring Contributions
- Recurring contribution revenue offers greater predictability than one-time contributions. Understanding what has been set up on a recurring basis will help you in planning for needed cash flow. Recurring giving provides a reliable revenue stream which can be especially beneficial in times when we’re not able to gather or throw in-person fundraising events. Having revenue you can count on helps ensure the sustainability of your association.
- You use the Recurring Billing Report filtered to a single campaign or to view all recurring contributions. In the screenshot below we are looking for just those that are for the Animal Shelter Fundraiser.