AutoPay Reporting: Summary Exports & Run Histories

Last published at: June 10th, 2026

Gain complete visibility into your automated payment ecosystem using built-in, audit-ready data reports. These data modules allow your financial teams to seamlessly track enrollment lists, analyze customer lifecycles, and diagnose payment errors in real-time.

Delete

Data Security and Privacy Notice

In strict accordance with global compliance standards regarding Personally Identifiable Information (PII), AutoPay reports are visible exclusively to verified client dashboard users. They are fully restricted and hidden from regular internal support administrative views.

AutoPay Export (Summary Export)

This report serves as an exhaustive master list of your entire automated billing enrollment base. It details all active and cancelled AutoPay schedules, making it your primary tool for tracking sign-up volumes during specific dates, auditing customer retention, or calculating internal customer service representative (CSR) sales commissions, when applicable.

The summary export can be isolated to a single customer profile via your dashboard's right-side menu, or generated globally across all accounts using your left-side main menu. The export provides granular data separated into explicit spreadsheet columns:

Column Header	Data Description Provided
AutoPay Id	The unique system reference number assigned to the specific automated schedule.
Account Name	The designated dashboard sub-account name, allowing multi-account organizations to filter data perfectly.
Payer Name & Email	The primary name and digital contact email address of the enrolled insured.
Status	The real-time operational state of the schedule (e.g., Active or Cancelled).
Create Date / Cancel Date	Precise timestamps indicating exactly when the AutoPay was initiated or officially deactivated.
Last Transaction Date & Id	Displays the calendar date and specific transaction tracking ID of the most recent successful payment.
Last Attempt Date & Message	Notes the date the system last attempted to process this schedule, including precise system error messages if the run failed.
AutoPay Facilitator	Identifies the team member responsible if the schedule was established via a Customer Service Representative (CSR) payment page (visible when the CSR feature is active).
Custom Fields	Displays specific parameters such as Account Numbers, Zip Codes, or Policy Numbers. Each unique field populates its own column for simple sorting.

AutoPay Run History Report

For day-to-day transaction monitoring, this report houses detailed logs for all automated billing execution attempts over the last 60 calendar days. It details both successful clearances and failed execution runs, acting as your primary diagnostic tool for billing discrepancies.

Like the summary export, the run history report can filter down to a single account via the right-side contextual menu or run globally for all authorized accounts via the left-side main menu. The report contains the following tracking columns:

Column Header	Data Description Provided
AutoPay Id	The unique system reference number assigned to the specific automated schedule.
Account Name	The designated dashboard sub-account name, allowing multi-account organizations to filter data perfectly
Payer Name & Payer Email	The primary name and digital contact email address of the enrolled insured.
Attempt Date	The exact calendar day and timestamp the platform initiated the automated transaction.
Attempt Message	Systemic verification details. For successful runs, this confirms authorization; for failed attempts, it displays the explicit bank or card decline reason code.
Transaction Id	Displays the specific transaction tracking ID generated exclusively for successful processing runs.
Custom Fields	Displays specific parameters such as Account Numbers, Zip Codes, or Policy Numbers. Each unique field populates its own column for simple sorting.

ePayPolicy Help Center

AutoPay Export (Summary Export)

AutoPay Run History Report

Contact Us