Post
FollowFeature Request: Add Credit Card Expiration Date to Open Orders Report
Hi Support Team,
I am writing to suggest a strategic improvement to the Open Orders report (Sales > Reports > Open Orders).
Currently, I use this report extensively for cash-flow projections. However, I’ve noticed that while the credit card data is visible within the Open Orders in the “Subscriptions and Payment Plans “section of contact object, it is not available as a column in the exported report.
The Impact: Including the Credit Card Expiration Date in this report would be a game-changer for our operations. It would allow us to:
- Identify at-risk payments before they fail.
- Take proactive action to update payment methods.
- Ensure a more accurate cash-flow forecast.
Since this information is already linked to the orders in the web view, would it be possible for the technical team to include this field as a selectable column in the report?
I look forward to hearing your thoughts on this.
Best regards,
Juan
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