How to Obtain an Active Customer Report

An Active Customer Report displays all customers with an active subscription. This report helps businesses:

• Monitor ongoing billing activity
• Track active customer engagement
• Maintain accurate records for auditing and bookkeeping

Steps to Generate an Active Customer Report:

1️⃣ Go to the Reports tab and click on “Outstanding Collections Report”.

2️⃣ Click the “+” button to set up a new report.

3️⃣ In the “Type of Outstanding Payment” dropdown, select all available options, then click “OK”.

4️⃣ Click “Generate” to create the report.

Notes:

• The report can be generated for a maximum period of 90 days.
• It is recommended to export the report in CSV format for easier data interpretation and analysis.

This report enables businesses to gain visibility over customers with active billing, providing better control over subscription performance and payment activity.