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Knowledge Base |
Reports - Draft History Report
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- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can access sales: monthly draft trend
Accessing and Generating the Draft Reports
To access your Draft Report go to Reports > Sales > Draft Reports > Draft History. Next, select your date range or choose a Preset Date Range from the options on the page. After setting your date range, click Run Report. To have the report emailed, click the Email Report? box.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Understanding Your Draft Report
When downloading the report to Excel you may need to choose to Enable Editing. This option would be at the top of the screen and is required to be selected in order to populate data in the spreadsheet.
There are four tabs for this report: Summary, Draft Detail, Decline Details, Retry Details.
1. SUMMARY
On the first tab of this report there is a summary that details Total Draft Due, Attempted and Collected over the period of time. At the top of the report, there is a brief summary of the
Total Due Over Period - all invoices that were due during the period
Total Due but Already Paid at POS - amount of invoices that have already been paid in advance at POS
Excluded From the Draft - if the customer has no payment details or disabled draft status the system must exclude them from the automatic draft
Total Due Available To Draft - will be the calculation of total due minus already paid and excluded from draft.
On the last portion of the summary, there are several tables which break down the draft amounts into categories:
Total Due And Drafted - invoices that were due in the date range which the system attempted to automatically draft
Total Retries (Past Due Attempts) - invoices that were reattempted automatically by the draft (the system reattempts an invoice the 1st and 2nd day it was due if it declines).
NOTE: If an invoice was retried twice within this date range the value is counted twice. For example a $50 invoice was retried twice within my selected date range will count as a value of $100.
Total Attempted (Due + Retries) will be the total of the two
Within each of these categories there is further detail such as the amount by form of payment used (Credit Card or Bank ACH) and the amounts by type of invoice (Membership, Add-On, Service, Other).
2. DRAFT DETAIL
Draft Detail Tab is a detailed breakdown in two difference sections. Draft Attempted and the Draft Outcome.
For each of these sections you will see:
Total Attempted - count and value of attempt/outcome broken out by Cards and Bank ACH
Due Today - count and value of attempted/outcome for what was due on the date of the draft broken out by Cards and Bank ACH. Also the value separated into Membership, Add-Ons, Services, Other.
Retry - count and value of past due reattempts attempted/outcome broken out by Cards and Bank ACH. Also the value separated into Membership, Add-Ons, Services, Other.
NOTE: If an invoice was retried twice within this date range the value is counted twice. For example a $50 invoice was retried twice within my selected date range will count as a value of $100.
The final columns provide a Transaction Success Summary of the percentage of Success, Due On Day, and Retries.
3. DECLINE DETAILS
Decline Details Tab is a detailed breakdown of all Decline Reasons. This is for Credit Card and ACH and will provide the Count of each invoice and total $ Amount.
4. RETRY DETAILS
Retry Details Tab is a detailed breakdown of everything that was collected on the retry attempts. This is broken down by Original Draft Date, Total CC, Total ACH, and Total Retry.
Frequently Asked Questions
Can I see draft trends over previous months?- Yes, use the Draft Trend tab to view trends over the past 1, 3, 6, or 12 month periods. You can also view trends of both membership and non membership drafts. For more information on Draft Trends click here
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