About Aki_E

Aki_E · ‎12-02-2016

Hi, Since the migration to the new reporting, which is awesome, we have done work on our old reporting. The injection of filtering logic has allowed us to consolidate our reports allowing us to remove obsolete reports. Following the removal of old reports the folders are not able to be removed from the interface. This has created an interesting user experience as a user selects the folder but there are no longer reports in it. It would be great if we could also remove the folder as well, but due to it being part of the migration we are not able to do so. Thanks, Aki

Aki_E · ‎07-12-2016

Something that would be beneficial in this sense would be some form of a workflow that was logic based that would allow a subscription to be cancelled after "x" number of days since a balance has accumulated and a payment method failed. In our particular business case it would be great if the existing invoice could be written off, subscriptions cancelled, and the customer's accounts status changed from active to cancelled. I however do feel like the ability to customize things to cater to different business cases would be necessary, but also maybe different workflows to accomodate different groupings of accounts. For instance group 1 receives something similar to what I described while a different group of clients, group 2, has a different set of actions taken.

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Remove Migrated Report Folders

Re: Cancel Customer's Subscription(s) After X Failed Payments