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Creating a Recurring Payments Report

This guide explains how to get a report on customers who have enabled recurring payments

Stuart avatar
Written by Stuart
Updated over a week ago

At the moment, there is no ready-made report that can retrieve this information for you; but instead, you can build a custom report using the following account information: 

  • account name, 

  • bank details from the account's financial section 

  • balance 

Next, filter the results based on the payment type to only see D/D customers. 

To learn how to build a csstom report in Operate, please read: Creating a New Report in essensys Operate

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