Credit Card on File List

This is a Club Prophet Executive Report v4 – Power BI or PBI Power Business Intelligence – a reporting tool from Microsoft..

Note: Samples are using demo data and do not reflect real-world data.

 

Credit Card on File

This report shows those customers who have a credit card on file.  This is a good tool for finding cards that have or are about to expire.  It will also show those cards that are flagged to allow charging the card on file for purchases and batch billing.

Fields on the report include:

• Acct – the customer’s Account Number.

• Last – the customer’s Last Name.

• First – the customer’s First Name.

• CardExpire – the month and year (MMYY) that that card expires.

• ExpireDate – The CardExpire field in full date format.

• ExpireDays – The number of Days from the current date when the card will expire.

• PayWithCCOnFile – Flag on the customer profile screen that indicates this customer can use Credit Card on File to pay for purchases and/or batch billing.

• CustomerActive – Active customer account [True/False].

• CcActive – Active credit card on file [True/False].

• Store – Store name that the customer is assigned to.

FILTERS

There are various Filters right hand sidebar you can use to narrow down the data. 

Tips

• Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
• If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
• Use the Advanced option in the right menu panel for advanced search options.
• Use the three dots […] in the top right of a visual for more options like Export data.

• Use the Help button to open the user guide for any given report .