Continuity Customer List Report Definitions

Continuity Customer List Report Definitions

This report can either be run by Projected Next Ship Date which will project autoshipments for the date range, Immediate Next Ship date which will only show autoshipments that are due to ship out in the date range, Initial Order Date which will show the last cycle information for initial orders placed in that date range, or Cancelled Date which will she the last cycle information for autoshipments cancelled in that date range.

Continuity Customer List Report Column Definitions
Address
 Customer address
Phone #/Email
 Customer phone number and email address if available
Sequence
 The product offer name of the initial item in the sequence
Status
 Active or Cancelled
Autoship Info
 The product offer name, (Quantity * UnitPrice) + Shipping and cycle number for that autoshipment cycle
Payment Method
 Payment method of the initial order and credit card expiration date if applicable
Next Ship Date
 The next ship date for the autoship sequence
 
FILTERS
Date Type
 Projected next ship date, immediate next ship date, initial order date or cancel date
Date Range
 The date range of the selected date type
Client
 The client of the autoship product offer
Campaign
 The campaign of the initial autoship order
Sequence
 The autoship sequence
Status
 Whether or not the autoship subscription is active, or was active in the initial order date range
Expiring Credit Cards
 Only show autoshipments whose credit card will expire before the next ship date
Declined Autoshipments
 Whether or not to show autoshipments where the last item is in 'Item Declined' status
Invalid Autoshipments
 Whether or not to show autoshipments where the last item is in 'Item Invalid' status
Held Autoshipments
 Whether or not to show autoshipments that are on hold (note this is not the same as having an item in reg hold status it is the actual autoship subscription)           
 
GROUPING                            
Detail Only
 Shows only a list of all the information with no grouping levels
Cycle
 The autoship cycle
Initial Order Date
 The initial order date of the order
Next Ship Date
 The next ship date of the autoshipment
Sequence
 The autoship sequence
Status
 Active or cancelled
Customer
 Customer name

 

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