Auto Order Status Report

Auto Order Status Report

Auto Order Status Report

The UltraCart Auto Order Status Report offers a comprehensive, real-time overview of all your auto-order subscriptions. This report provides detailed information on each subscription's current status, its transaction history, and associated customer data, helping you effectively monitor performance, identify potential issues, and manage customer relationships.


Navigation

Operations → Reporting → Auto Orders → Auto Order status value


Report Structure

This report is presented as a single tab, where each row represents an individual auto-order subscription. The columns provide a wealth of data points, ranging from general subscription details and payment information to customer demographics and specific reasons for deactivation.


Columns

The report includes the following columns:

  • Subscription ID: A unique identifier for the auto-order subscription.

  • Item ID: The unique identifier for the specific item associated with this subscription.

  • Date: The date of the most recent transaction or status update related to the subscription.

  • Country: The country of residence for the customer linked to the subscription.

  • State: The state or region of the customer, if applicable.

  • Amount: The monetary value of the most recent transaction for the subscription.

  • Type: The nature of the most recent transaction (e.g., initial order, rebill, refund).

  • Card Type: The type of payment card used for the subscription (e.g., Visa, MasterCard).

  • Purchase Type: Describes how the item was purchased (e.g., one-time, recurring).

  • Transaction Month: The month in which the most recent transaction occurred.

  • Transaction Year: The year in which the most recent transaction occurred.

  • Transaction Order ID: The unique identifier for the most recent order associated with this subscription.

  • Original Order Date: The date the initial auto-order was placed.

  • Original Order Month: The month the initial auto-order was placed.

  • Original Order Year: The year the initial auto-order was placed.

  • Disabled/Dead: Indicates with a Y (Yes) if the auto-order is no longer active due to one of the following reasons:

    • The payment card failed the maximum number of retry attempts configured in your "Auto Order Processing" settings.

    • The customer clicked a cancellation link provided in an "Auto Order Confirmation" or "Pre-Shipment" email.

    • The configuration of the original auto-order item was changed.

    • The auto-order completed all defined steps for an installment-type item.

  • One or More Card Declines: Indicates whether the subscription has experienced at least one payment card decline (e.g., Yes/No).

  • 15 Days or Less Old: Indicates whether the subscription is 15 days old or newer (e.g., Yes/No). This helps identify very recent subscriptions.

  • Email Address: The email address of the customer associated with the subscription.

  • First Name: The first name of the customer.

  • Last Name: The last name of the customer.


Purpose and Usage

This report is essential for anyone managing recurring revenue, from subscription managers to customer support teams and financial analysts. It provides a real-time pulse on your auto-order program:

  • Monitor Subscription Health: Quickly see which subscriptions are active and which are not, along with the reasons for deactivation.

  • Proactive Issue Resolution: Identify subscriptions with card declines or those marked as Disabled/Dead to take immediate action, such as contacting customers or updating payment information.

  • Customer Relationship Management: Utilize customer details to follow up, resolve issues, or implement retention strategies for at-risk subscribers.

  • Analyze Early Churn: The 15 Days or Less Old column helps you track and analyze churn among your newest subscribers, allowing you to refine onboarding processes.

By understanding the status and history of each auto-order, you can make informed decisions to optimize your subscription program, reduce churn, and enhance overall customer satisfaction.

Running the Report

You can filter the report by data range and Trial Period.  You can also specify that certain Custom Fields be included in the report.

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To generate your report you simply;

A. Enter the from/to date range desired or alternatively, click one of the Date Range shortcuts 

B. Set the Trial Period in days (optional)

C.  Select which Custom Fields to display (optional) or leave unchecked.

D. Click the Generate Report button.

Date Ranges

There are only two dates to be entered;

  • From (starting date) and 

  • To (ending date).  

This tells the system the reporting period you want to see.

Common Date Ranges (shortcuts)

To the right of the date fields is the Common Date Ranges shortcuts. Consider this optional method for entering your date range to save some typing.  Simply click the link from one of the following rows:

  • Recent

  • Days ago

  • This Year 

  • Last year row.

This report is schedule-able

To schedule an automated report that is emailed to one or more email addresses, select the "Schedule report checkbox.
You'll then be presented with the report scheduler form:

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Report Pickup

If a report that you've created covers a large date range you can expect some wait time.  You'll be notified if there is a delay and will be told that you can obtain the report in the Report Pickup area. .

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Once your report is listed at this screen, click the "download" button.  If your report doesn't appear, wait a while then click the refresh button.

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 Click here for more about the Report Pickup.

Generate Report

Click the Generate Report button when you have finished entering the Date Range and any optional settings. If the report date range is short, you may see the report generated and available immediately. If so, the file will download automatically via your browser and may show up at the bottom of your screen (depending on which browser you are using). If not, you will receive a Report Pickup Email notice to the Email Address associated to your user account.  

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