1. Open The Raiser's Edge
  2. Click on Query
  3. Click on New Query
  4. Select Constituent for Query Type
  5. Select Dynamic for Query Format
  6. Click OK
  7. From the Available Fields dropdown menu, select Credit Cards
  8. Double-click on Credit Card Expires
  9. This step can be completed one of two ways.
We can find credit cards that will expire soon (ie this year or this month):
  • select equals from the Operator menu and This Calendar Year or This month from the Date menu
Or we can find credit cards that are already expired:
  • select the Operator "Less Than", the Date "<Fuzzy Date>, and type in desired alert date in format mm/dd/yyyy in the value field.
Or we can include both sets of criteria to only have one query for all of the above by completing step 8 and 9 once for each set of criteria.
  1. Click OK
  2. Click on the Output tab
  3. From the Available Fields dropdown menu, select Constituent Information 
  4. Double-click on Name
  5. Click File > Save
  6. Type in a name for the Query (ie expired/expiring credit cards)
  7. Select the category to save the Query in
  8. Unmark "Other users may modify this query"
  9. Click Save.