Several new reports were recently added to the Reports area of the Admin dashboard menu. Some examples include:
Reports > User Reports
Paperless Enrollment
This report will display all customers that enrolled in (or removed themselves from) Paperless Billing during a specific time period. This will make it easier to run a promotion to encourage customers to use this convenient feature.
Account AutoPay History
This report will display all customer actions related to AutoPay, including enrollment, cancelation and edits, during a specific time period. It will also include the action details.
Scheduled Failed Payment
This report will display any failed scheduled payment (including AutoPay payments) that occur during a specified period. It will also include the reason for failure, if available from the payment processor.
Reports > Notifications
Consumer Notification Events
This report will list all notifications sent during a specific time period. It will also indicate whether the notification was sent/delivered, opened, or if it bounced (email).
Reports are a quick and easy way to keep tabs on how customers are using your MyAccount site and to see what automatic communications they're receiving from you. If you have a question about how to best use Reports, contact Beth Carlson.