Overview

Required Plan

This feature or setting is available to all customers on any Recurly subscription plan.

Definition

The Hold Exception Report offers insights into transactions that are currently on hold. This report showcases the holds applied to specific transactions, including the hold name, event name, hold status, and any associated comments. It helps in monitoring and managing transactions under hold, providing visibility into the reasons for the hold and facilitating the necessary actions to resolve the hold status.

Guide

Accessing and configuring the report

To access and configure the Hold Exception Report:

1. Navigate to the Report:
   • Go to Reports > Exception Reports > Hold Exception Report.
2. Run the Report:
   • Click the Run button to generate the report.
3. Download the Report:
   • Click the Download button to save the report locally.

Report columns

• Hold Name: The name of the hold applied to the transaction.
• Event Name: The event associated with the hold.
• Status: The current status of the hold.
• Comments: Any additional details or comments regarding the hold.
• Expiry Date: The date on which the hold is set to expire.
• Hold Level: Indicates the level at which the hold is applied.
• Period Created: The date when the hold was created.