How to Use the Recurring Research Tool

Modified on Fri, 15 Aug at 4:55 PM

You can access the Recurring Research tool from either the Customer List Icon or the Reports Icon.

This tool allows you to perform a detailed analysis of your customers' recurring charges by filtering on various fields.

Common Uses for Recurring Research

Promoting Autopay: A common use is to identify customers with a billing method set to "Printer." This allows you to create a list of customers to contact and encourage them to switch to autopay.
Reviewing Upcoming RMR Increases: You can use the "Next Increase" date range fields to review upcoming recurring monthly revenue (RMR) increases.

How to Generate a Report

Select or enter the data you want to review using the available filters.
Click Refresh.
The tool will then provide a list based on your chosen filters.