Reports - Credit Cards Added

The Credit Cards Added report displays all the credit and debit card account vaults created by the location(s) you can access.  The fields directly under the column headings allow the user to filter the results of the report either by:

• Typing a value in the field
• Selecting options from a drop-down menu (indicated by a black down arrow)

Article Contents

1. Opening the Credit Cards Added report
2. Filtering the report results

 

Open the Credit Cards Added Report

1. Select Reports from the left-hand menu.
   
    
2. Select Credit Cards Added from the left-hand Reports menu.
   
    
3. The report will open to display a list of all the credit and debit card account vaults that have been created at the selected location.
   

Filtering the Credit Cards Added Report

Use the filter fields to find the specific data you are looking for.

 

In addition to the type-in filter fields, the Credit Cards Added report has three drop-down menus for the Account Type, Location, and Created Date columns.