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I’ve been working on something that I would expect to be fairly simple for the past few days for a client and I’m still not able to deliver her what she needs. The issue is trying to find a group of cards that are about to expire. The client is trying to identify cards +30 days from expiration so they can plan outreach to those donors and have them update their cards.
There are a few problems. One is that the report writer report date filter for expiration date does not allow a static setting, like 30 days from today. It, in fact, doesn’t seem to have any format for the date, although there must be one. It’s a date field after all. However, every format I tried to guess returned no results. When I talked with Support, they indicated query was really better for this anyway, which I also tried and struggled with. I’m guessing there is a problem with my parameters and they are fact checking it for me but it’s really been a struggle. For example, when filtering out ACH, ACH still appeared. When adding an expiration date, cards that were outside that were still delivered in the results. With an increased priority on sustaining programs, making the management of sustainers easier for admins would be helpful.
|Area of the Product||Reporting|