This article will guide you through running the Account Updater Report. This report provides a summary of the total number of accounts that have been updated through the Account Updater, and also the details of each account. The Account Updater program is designed to increase your transaction approvals by updating credit card data for expired cards or changed credit/debit card numbers. The program works by presenting member card data to the card brand database 10 days before a payment comes due in ClubReady. If there is new card data available, the member profile is updated in ClubReady. All payments are processed on the due date as scheduled.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Accessing Your Report
Navigate to Reports > Intelligence > Account Updater.
Use the calendars to select a start date and an end date, or use a preset date range to view account updater information. Select a number of Days since account update and click Run Report.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Understanding Your Report
Credit Card through CR (includes AU updated invoices): This is the number of credit cards ran through the account updater program. Underneath you will see the # Payments (number of payments ran) and $ Total (total dollar amount).
Card # or expiry AU change within 10 days of payment: This is the number of accounts that were updated, either card numbers or expiration dates, within "x" days of payment. The number of days within payment is selected before you clicked Run Report. Underneath you will see the # Payments w/AU (number of payments that were updated) and the$ Accounts Updated (dollar amount of accounts that were updated).
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting: Can access reports
- Reporting: Can access intelligence: account updater