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.

1. Click Reports in the Navigation Panel

2. Select Recurring Billing Report.

3. Select your search filtering criteria. For example, you may wish to view just a selected renewal month.

   

4. Optional - Enter a Search/Filter query. If you wish to view Autopay recurring profiles, select Payment Profile/Is Not Empty.

5. 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.

6. 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.

7. 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