Welcome to the ResponseCRM Help Center!

Search for answers to your questions by entering keywords below, or look through our knowledge base.

How to Use The Recurring Report

The Recurring Report will give you a cycle-by-cycle breakdown of your customers and charges throughout the life of your campaign.

1. Navigate to CRM menu Reports > Recurring Report

2. Select the Site(s) and a Date Range, then Search

mceclip1.png

Results

Charts & Graphs:

The "Recurring Details" table will display the amount of Re-bill approvals and the monetary value of each recurring cycle. appear with a table containing the transactions for each cycle. 

 

mceclip0.png

1. To View a cycle-by-cycle breakdown for each charge, click on the hyperlinked Site ID in the ID column. 

An additional table will appear providing a detailed look at your campaign's charges.

5. To Export as CSV, click the green download icon in the upper right-hand corner of the results table.

List of Terms in Conversion Details

ID: Site/Affiliate ID
Name: Name of the campaign/affiliate
1#: The number of Transactions for cylce 1
1$: Total dollars brought in from cylce 1
2#: Number of Transactions in cycle 2
2$: Total dollars brought in from cycle 2
(continued to:)
9#: Number of Transactions in cycle 9

9$: Total dollars brought in from cycle 9

Powered by Zendesk