Overview

The "Project Auto Order Sales" report provides a snapshot of scheduled auto order rebills.

With this report you'll specify a date some point into the future and the generated report will show each auto order that is scheduled to run during the reporting period.

The generated spreadsheet contains multiple worksheets:

1st Worksheet: "Projected Auto Orders Sales"

Original Item ID
Rebill Item ID
Units (sold)
Total Sales (Gross $ amount)

2nd Worksheet: "Summary by Week and Month"

Original Item ID
Rebill Item ID
Units (sold)
Total Sales (Gross $ amount)

(* = Partially completed time period.)

3rd Worksheet: "Customers on Auto Order Report"

Order ID
First Name
Last Name
Email
Next Shipment (Date: mm/dd/yyyy)
Next Attempt (Date: mm/dd/yyyy)
Next Item ID

Navigation

Operations → Reporting → ("Reports" section) → Projected Auto Order Sales report

Running the Report

To run the report enter the future date you wish to see the scheduled orders, then click the "Generate Report" button:

UltraCart Documentation > Projected Auto Order Sales report > Projected Auto ORder Sales report form.PNG

This report is NOT schedule-able

Report Pickup

This report may not run immediately, it that situation, you'll be directed to the report pickup location:

UltraCart Documentation > Projected Auto Order Sales report > image2017-2-6_10-7-4.png