Mar 12, 2024
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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! |
- Click Reports in the Navigation Panel
- 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.
- Optional - Enter a Search/Filter query. If you wish to view Auto Pay recurring profiles, select Payment Profile / Is Not Empty.
- 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.
- 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.
- Click Run Report.
See the following for Common Report Functions: