Auto Order Active Report
- Chris Torigian
- Hunter Schaeffer
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Operations → Reporting → Marketing → Auto Order Active Report
Active Auto Order Report
The Active Auto Order Report offers a detailed snapshot of your current auto order subscriptions within a specified period. This report is essential for businesses to track the status of active subscriptions, identify potential issues, and monitor overall subscription health.
Report Tabs and Columns
The report is composed of a summary tab providing an overview of all active auto orders, along with individual tabs for each subscription item detailing their current status.
Active Auto Order Tab
This tab provides a consolidated summary of the status of all your active auto order subscriptions.
Item ID: The unique identifier for the auto order subscription item.
Active: The total number of subscriptions currently in an active status.
Paused: The number of subscriptions that are temporarily on pause.
Test Order: The count of auto orders identified as test transactions.
In Accounts Receivable: The number of subscriptions with outstanding payments that are currently in Accounts Receivable.
Refunded: The number of subscriptions that have been refunded.
Net Active: The total number of truly active subscriptions, calculated by excluding those in Accounts Receivable, Test Orders, and Refunded.
New: The number of new subscriptions that have started within the reporting period.
Canceled: The number of subscriptions that have been canceled within the reporting period.
Disabled: The number of subscriptions that have been disabled.
Item Tabs (One per Auto Order Item)
For each distinct auto order item, a separate tab is generated, providing granular details about every subscription associated with that item.
Auto Order Code: The unique identifier assigned to each individual subscription.
Original Order ID: The linked order number from which the subscription originated.
Payment Status: The current payment status of the subscription (e.g., paid, past due, declined).
Creation Date: The date when the subscription was initially created.
Next Shipment: The scheduled date for the next recurring shipment for the subscription.
Next Item ID: The identifier for the item that will be shipped in the next recurring order.
Test: Indicates whether the specific auto order is a test order (Yes or No).
In AR: Indicates whether the subscription currently has outstanding payments in Accounts Receivable (Yes or No).
Email: The email address of the customer associated with the subscription.
Ship to Company: The company name for the shipping address, if applicable.
First Name: The first name of the customer.
Last Name: The last name of the customer.
City: The city of the shipping address.
State: The state of the shipping address.
Zip: The zip code of the shipping address.
Country: The country of the shipping address.
Report Creation
Simply provide the date range you wish to view for the report and click "Generate Report".
Report Pickup
After clicking on the report you will encounter the following message about navigating to the report pickup area to download the completed report:
Downloading the Report from Report Pickup
Simply click on the download button to download the file you wish to view.
View of the Downloaded Report
This report provides a breakdown by item of your active auto orders within the account, there are also tabs at the bottom to view each order that belongs to those items.
Item View
