How to query on expiring or expired credit cards

How can I find expired credit cards? How do I know what credit cards are expiring? Can I notify my users of expiring credit cards? 
This query will display a list of Constituents who have a credit card that is expiring or expired on their record:
  1. In CRM, navigate to Analysis > Information Library.
  2. On the Information Library page, click Add an ad-hoc query button. Select the Constituents record type and click OK.
  3. In the New Ad-hoc Query window, select the Revenue > Credit card expires on node and move it to the Include records where and the Results fields to display sections. The Apply Criteria window will pop up.
  4. Select the On or before delimiter in the drop-down menu. Depending on your preference, you can select whether or not to include blank expirations dates with the Include blanks checkbox. Select your date delimiter and date. Click OK.
  5. Find the constituent information nodes you need displayed and move them to the Results fields to display section.
  6. If you’d like, you can choose a sort method for the list you’re creating on the Set sort and group options tab.
  7. Navigate to the Set save options tab and enter a name for your query. Click Save. You can now export your query to produce a list of credit card donors that need to be contacted for their information.


 Blackbaud CRM

Was this article helpful?