We have an auto billing report scheduled. It was set up long before I arrived.
However, I was asked this morning to research whether there is a report available that we can run to identify those constituents whose received the message (transaction type) billed without payment.
I did not see one, nor did I see it (transaction type) as a criteria option for list manager or output set builder. I am missing it or is it something we will need to request from our IT help source?
I did find the autobilling report for the day by looking in the report server and found what I was looking for. But, is there something that I can pull just for the transaction types I am looking for within a date range?
Thanks so much for any ideas or suggestions,
Michelle
You can run the Pledge Billing Summary report for the date range needed and select the pledge billing run you need. Ticket Order Billing Summary and Invoice Billing Summary work the same for their respective reports.
Ann