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.

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. 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.
   

3. Click Run Report.
   

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.
   

2. Click Filter 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.
      

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.
   

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.
   

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.
   

Want to learn more?

• See Membership Renewal Protection.

• See Run, filter, and export reports

• See Using memberships features