What this does: Lists your contacts and their stored payment profiles (saved cards or bank accounts), so you can see who has one and when it was last used.
Applies to: GrowthZone staff with access to Reports.
Before you start: Decide what you want to filter on: Payment Gateway Type, Payment Gateway, Last Successful Payment Date or Profile Created Date.
Time needed: About 5 minutes.
Use this report to find members with a saved card, check when profiles were last charged, or reward members who set one up.
Run the report
- Go to Reports, click All Reports.
- Search for and select Stored Payment Profiles Report.
- Set your filters. For example, to find one card type, add an Additional Criteria / Filters row for Card Type Equals Visa.
- Click Run Report.
Find members on autopay
A profile tied to scheduled billing means the member pays that billing automatically (autopay).
- Run the report as above, adding a filter for Scheduled Item Count Greater Than 0.
- Click Run Report. The results show each member with a stored profile and how many scheduled items it pays.
Work with the results
- Export Reports
- Email Reports
- Add Report Contacts to a List/Committee
- Mailing Labels
- Save a Report as a New Report
- Add a report as a Favorite Report
- Report Filtering Options