Updated Credit CardsLast updated on 03/22/2022

• 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.

Follow the steps to create a custom report. In step 3, choose the Updated Credit Cards template.

Set a date range for your Updated Credit Cards report:

1. Use From and To calendar fields to set a range of dates to run the report on.

2. Click Run.

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:

• Transaction 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

1. Click a column name to sort your report by that column. For example, clicking the Transaction Date column sorts the report chronologically. An arrow displays next to the sorted column name.

2. Click the filter icon 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, click More and select Is equal to from the dropdown menu, and enter Visa in the blank field.

   2. Click Filter.

3. Click Save Changes to save your report.

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.

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 X.

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 Change.

• See Membership Renewal Protection.

• See Export a report

• See View report and KPI matching in KPI Matrix

• See Using memberships features