Yes, the Sustaining Gift Performance Summary Report allows you to analyze the effectiveness of the Credit Card Updater by tracking the amount of sustaining gift revenue maintained versus the amount of sustaining gift revenue lost when credit cards have expired or been reissued.  Follow the instructions below to generate this report:
  1. Click Data Management > Reports
  2. Click Report Writer
  3. Click Create a New Report
  4. Select Transactions from the Report Selection list
  5. Select the Sustaining Gift Performance Summary report and click Next
  6. Click Sustaining Gift Performance
  7. Select the columns related to credit card updates:
    • CCU Error Amount ($) - The total dollar amount of monthly gifts that returned AAU errors
    • CCU Error Count - The total number of AAU responses that are either "contact card holder" or "account closed."
    • CCU Update Amount ($) - The total dollar amount of monthly gifts. If there are 10 updates to gifts that are $10 a month, then the value here is $100.
    • CCU Update Count - The total number of AAU updates during the reporting period (does not include error responses).
  8. Review and select the other available columns of information you may need such as Constituent ID, First Name, Last Name, followed by Next
  9. Skip to step 6 - Identify Report and provide a report label, followed by Next
  10. Click Save Report
  11. Locate your report from the list of reports and click Run Report
  12. No additional configurations are needed - skip to step e - Review Criteria Summary
  13. Click Run Report
  14. Your report will be listed at the top of the list.  If you do not see a View or Download link, click the green "Refresh this page" button until you do