Expired Credit Card Report
I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.
As an example –
We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit cards. All other customers listed in this report were for previous months and years.
We are reviewing this request.
This will save us a great deal of time!
Jennifer Perryman commented
Ideally, a limit option to exclude credit cards with expiration dates older than 30 days.
Bryan Fortino commented
In addition is there any way to add SMS and Messages Templates to this report?