CRM Continuity Report

Owned by Support Staff
Last updated: Apr 09, 2024 by Robby Delgado
2 min read

The Continuity Report can be found under Reports|Sales|Continuity:

This report gives you full visibility into your continuity purchases and recurring schedules. You can use this report to view report data and to make changes to rebill schedules.

  • Using the Date Range Type filter you can search for continuity purchases:

    • Date Created: Orders that were created on a certain date

    • Next Bill Date: Orders that will bill out on a specific date

    • Cancel Date: Orders that were cancelled on a certain date

    • Last Decline Date: Orders that have most recently declined on a certain date.

  • You can also filter your results by any of the other available filters

The graph shows your Trial, Active, Recycle, Cancelled, and Recycle Failed customers within your chosen date range

 

Continuity Report Details

  • Date : The date the continuity was purchased

  • Customer : Name of continuity customer

  • City : City of Customer billing address

  • State : State of Customer billing address

  • Country : Country of Customer billing address

  • Purchase : Title of recurring purchase

  • Status : Status of the recurring Purchase

  • Gateway : Gateway for the next billing Cycle

  • Cycle : The Cycle of the Recurring purchase

  • Interval : The number of days between transactions

  • Next Bill : Billing date of the Next Recurring Purchase Cycle

  • Amount : Amount to be billed on the Next Bill Date