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Recurring Billing Report
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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. Tip: This report can be used to view expected revenue based on the schedules, and, can be generated for a specified date range, or a specific Renewal Month.


Summarize this report by renewal month, and you will have the total expected revenue on a monthly basis for budgeting purposes!


  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 Auto Pay recurring profiles, select Payment Profile / Is Not Empty.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add and/or remove fields by clicking on the Fields to Display drop-down arrow.  To view the Auto Pay profile criteria, add Payment Profile by clicking on the drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped, for example, you may wish to group by sales rep.
  7. Click Run Report.



See the following for Common Report Functions:

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