The Credit Card Expiration Report page has links to several preset reports and an option to build a report. The preset reports are used to quickly display credit cards and debit cards that are expired or may be expiring and include:

  • Expired Credit Cards: View all credit cards and debit cards that have already expired. This includes those not selected as a payment method.
  • Expiring in One Month: View credit cards and debit cards expiring in the next thirty days.
  • Expiring in Two Months: View credit cards and debit cards expiring in the next sixty days.


It is also possible to create a report using the Build Custom Report button. When selected, an Advanced Filters page displays various options that can be used to narrow the report to information that meets specific criteria. As soon as the report is generated, the application searches the database for any records that match and displays them on the report.


Remember: A checkbox indicates one or more options can be selected.


Filters include:

Expiring in checkboxes: View expiring and/or expired credit cards and debit cards.

Options: 

  • 1 Month: View credit cards and debit cards expiring in the next thirty days.
  • 2 Months: View credit cards and debit cards expiring in the next sixty days.
  • 3 Months: View credit cards and debit cards expiring in the next ninety days.
  • 4 Months: View credit cards and debit cards expiring in the next one hundred twenty days.
  • Already Expired: View credit cards and debit cards that have already expired.


Columns to include checkboxes: Indicate which column(s) to display on the report.

Options:

  • Client ID: Display the ID of the client listed in the Client Summary Page for a credit card or debit card.
  • Last Name: Display the last name of the client listed in the Client Summary Page.
  • First Name: Display the first name of the client listed in the Client Summary Page.
  • Billing Last Name: Display the last name of the client listed in the billing address area of the payment profile for a credit card or debit card.
  • Billing First Name: Display the first name of the client listed in the billing address area of the payment profile for a credit card or debit card.
  • Card Number: Display the last four digits of the credit card or debit card number.
  • Expiration Date: Display the month and year entered when confirming the expiration date while adding a credit card or debit card or within the payment profile if editing a card.


The generated report will display the total number of records found. Below this information is a list of records that match the selected criteria. Within the Action column, use the Update link on the far right to modify the payment profile for the selected credit card or debit card.