Office Pay Expires
Last updated
Last updated
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You may want to print the Office Pay Expirations Report if, for example, you want to call subscribers that will expire in the near future and offer them a special rate if they renew.
Select Office Pay Expires from the Subscriber menu to display the Office Pay Expirations Report window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product for which to list future expires (enter “*” to multi-select products).
START DATE END DATE
date
Enter the date range to be covered by the report. Office pay subscribers that will expire within this date range will be included in the report.
REPORT ORDER
predefined
Select a sort option: route, district by route, route by subscriber name, route by expiration date, or expiration date by subscriber name.
SECONDARY SORT
predefined
Within the report order entered above, you can have the report sort by expiration date or subscriber name.
Note that if “expiration date” is entered in REPORT ORDER, “subscriber name” will be the only secondary sort available.
GENERATE TASKS
yes/no
Indicate if you want tasks to be generated when you generate the report.
Note: A task must be set up previously for the Office Pay Expirations Report.
Click OK and then Continue to produce the report.