--- title: "Updated Credit Cards report template" slug: "updated-credit-cards-report-template" updated: 2026-10-15T01:20:55Z published: 2026-10-15T01:20:55Z canonical: "help.servicetitan.com/updated-credit-cards-report-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Updated Credit Cards report template ## Overview Each month, ServiceTitan automatically checks to see if any of the credit cards used by your customers has expired or changed. If it finds any expired credit cards, ServiceTitan will attempt to update them. You can use the Updated Credit Cards report to see which customer credit cards were updated automatically by SerticeTitan. --- ### #### Who uses this feature - Administrators, managers, and accountants - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## ## Things to know - The Updated Credit Cards report shows you which customer credit cards were updated as part of Membership Renewal Protection. - Although you will need to create and run this report yourself, customer credit cards are updated automatically if you have Membership Renewal Protection enabled. ## Create an Updated Credit Cards report Follow the steps to [create a custom report](/construction/docs/create-custom-reports). In step 3, choose the **Updated Credit Cards** template. ## Run report Set a date range for your Updated Credit Cards report: 1. Use the **From** **-** **To** calendar field to set a range of dates to run the report on. 2. Click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-2u3x55i2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) 3. Click **Run Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-ib9kgj9m.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) ## Read report results Your report results display in an easy-to-read table based on the filters you set. By default, the Updated Credit Cards report includes the following columns: - **Nmi UpdatedOn Date:** Date that the customer’s credit card information was updated - **Customer:** Name of the customer whose credit card information was updated - **Card Type:** Card type that was updated - **New Card Last 4:** New last four digits of the updated credit card - **New Expiration:** New expiration date of the updated credit card ## Sort and filter report results 1. Click a column name to sort your report by that column. For example, clicking the **Nmi UpdatedOn Date** column sorts the report chronologically. An arrow displays next to the sorted column name. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-o566zpks.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) 2. Click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) next to a column name to apply a filter to that column: 1. In the filter, use the dropdowns and fields to set parameters for your filter. For example, if you want to view updated Visa credit cards, select **Is equal to** from the dropdown menu, and enter **Visa** in the blank field. 2. Click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-up14pjt2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) 3. Click **Save Changes** to save your report. ## Customize report columns You can also add or remove columns from the Updated Credit Cards report, or change how the columns in the report are arranged. ### **Add or remove columns** 1. Above the report results, click **Edit Columns**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-8zilix3y.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) 2. Deselect columns you want to remove from the report, and select columns that you want to add to the report. 3. After making your changes, click the **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-yam8k5dn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) ### **Rearrange columns** 1. Drag a column header to change the column order in your report. 2. Drag the column divider to change the width of a column. 3. When you're done, click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/updated-credit-cards-report-image-v0g4me2i.gif?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A55Z&se=2026-10-31T02%3A36%3A55Z&sr=c&sp=r&sig=KvJlNQCQhogck8nJPa1EphJmvz%2BB9l4DsKjKXylboF8%3D) ## Want to learn more? - See [Membership Renewal Protection](/v1/docs/membership-renewal-protection). - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Using memberships features](/v1/docs/using-memberships-features)