Hi there. Anyone out there familiar with creating a report that would show all clients with expired credit cards? Please help
When you say “clients,” do you mean all contacts with a saved credit card or specifically those with Wine Club subscriptions?
Remember that list builder is another way to generate reports. Set your list criteria, generate, and download CSV.
You can choose expiry criteria for club in list builder.
Only our wine club member credit card information
Cheers!
Mount Palomar Wine Club
(951) 676-5047 ext. 12
33820 Rancho California Rd.
Temecula, CA 92591