Using the query tool, you can obtain a list of monthly sustainers whose credit cards are expiring in the next 30 days.  Below are the step-by-step instructions on how to do so:
  1. Click Data Management>Query
  2. Click Create a new Query
  3. Enter Name and Description>Save
  4. Under the Field Type drop down, select Sustained Giving Information
  5. Under the Field drop down, select Status
  6. Under Add Field Clause, select Current Sustaining Donor and click Save
  7. In the Field Type drop, down select System
  8. In the Field drop down, select Active Status
  9. Click Add Field Clause, select Active and click Save
  10. In the Field Type drop down, select Sustained Giving Information
  11. In the Field drop down, select Card Expiration Date
  12. Click Add Field Clause. Set to "falls on or before" and choose the Relative radio button. Enter "30" day or days, select "beyond" Today and Save
  13. In the Field Type drop down, select Sustained Giving Information
  14. In the Field drop down, select Card Expiration Date
  15. Click Add Field Clause.  Set to "falls on or after" and choose the Relative radio button.  Enter "0" day or days, select "beyond" Today and Save
  16. Save Query>Run Query
  17. Click Refresh until your results populate.
  18. You can then export the data via a Mail Merge, create a query based group or add query results to an existing group by clicking on Use Query