IN BRIEF
The Account Updater Report (FIN-22) generates a list of families whose stored payment information has automatically been updated by the Account Updater within a specified date range. Staff can use this report to review updated payment details, confirm when updates occurred, and identify families affected by automatic card updates.
Overview
The Account Updater Report (FIN-22) helps staff review families whose stored payment information changed automatically through the Account Updater feature. This report is useful when a business needs to confirm which stored cards received updated expiration information or other supported card updates during a specific date range.
NOTE: The Account Updater Report will only be displayed if the Account Updater feature is enabled for your account.
Key Report Details
The report includes the following information:
- Family Name
- Last Four Digits
- Expiration Month/Year
- Last Updated Date
Enrollment-based filters
Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report. Review enrollment-based filters carefully before generating the report, especially when using the report to compare results across different dates.
Using Preset Filters
If you commonly use the same filters when running this report, you can save those selections as Preset Filters. After saving a Preset Filter, you can load it when opening the report page, set your date range, and generate the report in your preferred format.
- For more information, see What are Preset Filters for Reports?
Accessing the Report
- From the main navigation menu, go to Reports.
- Locate the Account Updater Report (FIN-22).
- Select the report to open the available filters.
Step-by-Step Instructions
- Open the Account Updater Report (FIN-22).
- Use the Start Date/End Date filter to select the date range for the report.
- The System will only include families whose payment information was updated within the selected dates.
- Use the Status (Enrollments As Of Today) filter to limit results based on current enrollment status.
- Currently Enrolled (Active): Includes only families that have recorded ACTIVE type enrollments in classes or camps as of the current date.
- Not Currently Enrolled (Inactive): Includes only families that have no recorded ACTIVE type enrollments in classes or camps as of the current date.
- Use the Locations filter to limit results by Location.
- The System will only include families associated with the selected Location or Locations in the results.
- Because families are only associated with a Location when an active enrollment is present, this filter will not have any effect on the results if the Status (Enrollment) filter is set to “Never Enrolled.”
- Review the selected filters before generating the report.
Generating the Report
- Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report.
- The System will immediately generate the report in the selected format.
Troubleshooting & FAQs
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Why do I not see the Account Updater Report?
- The Account Updater Report only displays if the Account Updater feature is enabled for your account.
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Why are some families not included in the report?
- The report only includes families whose stored payment information was automatically updated within the selected Start Date/End Date range. Review the date range and any selected filters before generating the report again.
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Why does the Locations filter not change my results?
- Families are only associated with a Location when an active enrollment is present. The Locations filter will not affect results if the selected enrollment status does not include families with active enrollments.
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Why do enrollment-related results change when I run the report on a different day?
- Chosen filters that relate to enrollments produce results based on enrollment status as of the day you generate the report.
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What information does the report include?
- The report includes Family Name, Last Four Digits, Expiration Month/Year, and Last Updated Date.