The intent of this report is to help resellers see the invoice date for a given customer account. Drops and volume related to missing account numbers, etc. are easy to visualize with this report. This report is found within the Reseller Dashboard.
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How to generate report
Refer to guide: How to generate customer reports
Create a scheduled report to go to the program manager, sales agent and ops support team on a weekly or monthly basis. This helps along the workflows that check for any drops in volume and help resellers take action faster.
Admins and manager users
This report is accessed through the Reporting Dashboard within your account.
Fields included within report
- User ID
- User name
- User city
- User state
- Date of last invoice
- Days since last invoice
- Last invoice amount ($)
- Invoice summary (0-30 day period)
- Invoice summary (30-60 day period)
- Rolling average slope (final-initial / initial)
Schedule reports
The Last Invoice Amount report can be scheduled within the Scheduled reports section of the Reporting Dashboard.