You can also specify when automated reports are to be generated. Please see Schedule Reports - Automate Report Generation for details.
You can generate a report that shows expired cards, or cards due to expire in the near future.
1. Login to the Merchant Interface and select the FuturePay option from the left-hand Menu.
The Merchant FuturePay Administration Page displays.
2. Select the Reports option under FuturePay, from the left-hand Menu.
The Reporting Page displays, listing the types of reports that are available.
Each report type is a link that opens the appropriate reporting page.
3. Select the FuturePay agreements with cards approaching expiry option.
The Reporting Page for this type of report displays.
4. The report is generated as a Web page.
5. Accept the defaults and click the generate button.
The report displays once it has been generated.
The report shows details of cards that:
Have already expired
Will expire this month
Will expire in two or three months
You can choose to view the results as a Web page, as an email, or save them in various formats, such as Excel or PDF.
For more details, see Recurring Payments Agreements with Cards Approaching Expiry.
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You can also specify when automated reports are to be generated. Please see Schedule Reports - Automate Report Generation for details. |
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