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Reporting Options for Recurring Plans

Your Helcim Account includes three report options for recurring plans: Dunning Management, Churn Analysis, and Queue Logs.

To access any of the reports, click on Recurring, then Recurring Plans, and select the recurring plan that you want to view more information on. Once you have selected the plan that you want to view, click on one of the Reports options from the menu on the right-hand side of your screen.

Dunning Management

The Dunning Management tool can help keep your customer's payment information up to date and reduce your attrition.

Clicking on the Dunning Management report option for your recurring plans lets you see a quick overview of your customers assigned to the plan and if they need to update any of their information.

To be able to view the 'Dunning Management' options you need to configure your Recurring Settings first, to access these settings click on Settings, Payments and Plans, and the Dunning Management options will be listed first on this page.

Churn Analysis

Churn Analysis shows you how many of your customers have decided to stop their subscriptions within a given time period, the reason they stopped and the lost revenue. Churn reports are not net reports - they do not take into account the gained subscribers for their calculations. They are strictly designed to report on lost subscriptions. Clicking on the Churn Analysis reports option will let you quickly see how lost customers are impacting your business.

Queue Logs

Clicking on the Queue Logs reports option lets you check on the payment status for a recurring plan.

Related Articles

An Overview of Helcim Recurring Payments
What are Recurring Plans and Subscriptions?
Creating a New Recurring Plan
Adding a Subscriber to a Recurring Plan
Removing or Pausing a Subscriber from a Plan
Editing an Existing Subscriber
Creating Add-Ons for Subscribers
Editing a Recurring Plan
Removing or Pausing a Recurring Plan
Finding Subscribers with Expiring Credit Cards
Importing and Exporting Recurring Plan Data

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