Megan has some requests about recurring payments:
https://trello.com/c/FeEYcx2f/223-fundraising-monthly-recurring-questions
https://trello.com/c/AEigLFqN/222-low-fundraising-recurring-spot-check
It sounds like Matt Walker used to generate these kinds of reports. We don't want to get in the habit of doing these things manually / repeating effort across Matt, me, FR tech. Adam suggested we answer the types of questions Megan raises though "Civi reports".
The report should include:
Health of recurring payments system e.g.:
Number of recurring payments that should've processed on a given day/month Number of recurring payments that did get process on a given day/month Number of recurring payments that failed, broken down by reason Number of canceled subscriptions per month
Stats on recurring payments e.g.
What percentage of the yearly revenue comes from recurring donations? How much do we raise each month from recurring donations? How long do our recurring donations last on average? What's the average amount we raise in the lifetime of a recurring donor? , What's our average recurring amount selected? The above three broken down by payment method, year