Reports

Heather Hall's Avatar

Heather Hall

02 Jul, 2015 05:35 PM

We need to know how to get a list of all the clients that cc failed and their account was canceled.

  1. Support Staff 1 Posted by Marc Guyer on 02 Jul, 2015 07:49 PM

    Marc Guyer's Avatar

    Hi Heather -- Here's a search for customer who are currently canceled and were canceled in the past month:

    https://cheddargetter.com/admin/customers/search/canceledAfterDate/...

  2. 2 Posted by Heather Hall on 02 Jul, 2015 07:52 PM

    Heather Hall's Avatar

    I understand how to pull and entire canceled customer list for the month, I want to narrow this down to just the clients that were auto canceled for non payment (churn) you have an amazing dashboard that give me the total number or churns but you can only view number not the actual clients that have churned.

    Heather Hall
    Office Administrator
    SmartFile
    LinkedIN | hhall <http://www.linkedin.com/pub/heather-hall/1a/b79/9a0>
    Office | 877-336-3453 x 735
    http://www.smartfile.com <http://www.smartfile.com/>

  3. Support Staff 3 Posted by Marc Guyer on 02 Jul, 2015 08:29 PM

    Marc Guyer's Avatar

    Oh, I see. The churn search is an improvement we plan to make but haven't gotten to it yet. I'll make sure we notify you when that's available.

Discussions are closed to public comments.
If you need help with Cheddar please start a new discussion.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac