Matrix Support

Inactive Report Overview

The Inactive Report allows you to identify accounts that have not spent money with you for some time, so that you can take the necessary actions to get the revenue back. 

To create the Inactive report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Inactive Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

6. Click the Run button.




Keyword Search: inactive report, running an inactive report, accounts have not billed, total spending
Did you find it helpful? Yes No