Projected Auto Order Sales report
- Hunter Schaeffer
- Chris Torigian
Navigation
Operations → Reporting → Auto Order → Projected Sales
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
Running the Report
To run the report enter the future date you wish to see the scheduled orders, then click the "Generate Report" button:
***NOT Schedule-able
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:
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.
