A Guide to the Autobooks SMB Report

The Autobooks SMB Report gives you an overview of all small business customers (SMB) who have enrolled with Autobooks. The details displayed in this report shows total all-time figures (i.e. processing volume, processing count) per SMB. It also provides you the current status of each SMB so you can take action and reach out to SMBs based on who is active and who is not.

The SMB Report is generated weekly inside the Autobooks Hub where you can easily access it on demand.

Where can the SMB Report be found in the Autobooks Hub?

The Autobooks SMB Report can be found in the Reports section under Download Reports. This section shows the most recent reports, as well as a historical list.

What data is in the Autobooks SMB Report?

Inside the SMB Report you’ll find the following information:

Column Descriptions :

  • Autobooks SMB ID: Unique Autobooks-created identifier used to further identify a unique SMB user within the reporting suite

    • Note: the Autobooks SMB ID would be the same unique identifier used throughout the Autobooks reporting suite for that customer.

  • SMB Name: the business name associated with the customer

  • Admin First Name: the first name of the person with access rights to Autobooks (most often the business owner)

  • Admin Last Name: the last name of the person with access rights to Autobooks (most often the business owner)

  • SMB Zip: zip code of the business address

  • Onboard Date: The date the SMB first enrolled with Autobooks

  • Onboard Time: The time of day the SMB first enrolled with Autobooks on the Onboard Date

  • Subscription Type: Whether SMB is enrolled to use the payment tools version of Autobooks (i.e. Invoicing or Payment Form tools only) or the monthly subscription version of Autobooks (i.e. accounting and reporting tools in addition to payment tools)

  • Total Processing Volume ($): The total dollar volume of payments processed

  • Total Processing Count (#): The total number of payments processed

  • Date of Most Recent Payment: The date of the last payment received by the SMB through Autobooks
  • Days Since Most Recent Payment: The amount of days elapsed since the last payment was processed by the SMB through Autobooks
  • Enrollment Status: The current status of Autobooks' customer payment enablement review process (Approved, Under_Review, Denied)

  • Enrollment Status description: A description of the enrollment status

What can I do with this report?

Driving Activations

APPROVED (column L) customers with ZERO Processing Count (column I) are SMB customers to target with outreach and better understand what might be preventing them from moving forward with the Autobooks solution, especially if the customer has any similar characteristics of some of your top performing SMB customers.

Leveraging Top Performers

Sorting Processing Count (column I) highest to lowest is a great way to identify SMB customers who are heavy users of Autobooks.  Leverage the insights of “super users”, to build out modeling criteria for other SMB customers in your portfolio who reflect the transactional, relationship, and behavioral attributes of your Autobooks “super users”.

Understanding Revenue

Total Processing Volume (column H) serves as a lagging indicator in better understanding the total processing volume of your individual SMB customers and the entirety of the payment processing they’ve conducted with the Autobooks solution.