Saturday, May 18, 2019

Saved search report to show the expiration date of customers' credit cards

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select Customer in the list.


3. Rename the Search Title.


4. Under the Criteria tab, Standard subtab, set the filter Credit Card Number = Yes


5. Under the Results tab, Columns subtab, add the following fields:
  Name
  Credit Card Number
  CC Expire Date
Note: You can add further fields as needed.


6. Click the Save & Run button.

1 comment:

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