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How to Search Cards

Search the Administrator Site 

The Search function lets you search cards and cardholders by specific criteria. Use multiple search criteria to get more precise results.

To use Search, follow these steps:

  1. If you have more than 500 cards in your Account, then the Administrator Site opens to Search by default.
  2. If you have fewer than 500 cards in your Account, navigate to Search
    • Log into the Administrator Site
    • Click the “Cards” tab
    • Click “Search” in the blue bar

When you’re on the Search page, you have search options that include:

Search By

  1. Click the default “Cardholder Name” dropdown to see “Search By” options:
    • Cardholder Name
    • Card Number
    • Card ID
    • Group
    • Spending Ruleset
    • Status
    • PIN
    • Balance
    • Date Issued
    • Expiration Date
    • Date Last Used
  2. Enter the Cardholder Name, Card Number, Card ID, in the box to the right of the your selection
  3. Click the green Search button

How_to_Search_Cards_2.png

Click the “Cardholder Name” drop down menu to see Search options

 

Status

To search cardholders by the Status of their cards:

  1. Click the “Search By” dropdown
  2. Click on “Status”
  3. Click on default “Active” Status to see all choices:
    • Active
    • Blocked
    • Closed
    • Inactive
    • Multiple
  4. Click on your selection
  5. Click the green Search button

How_to_Search_Cards_4.png

Search cards by Status: Active, Blocked, Closed, Inactive, Multiple

 

PIN

To search cards that have a PIN, or that don’t have a PIN:

  1. Click the “Search By” dropdown
  2. Click on “PIN”
  3. Click dropdown to the right
    • Choose Y (cards with PIN) or N (cards without PIN)
  4. Click the green Search button

How_to_Search_Cards_6.png

Search cards by PIN: cards that have PIN numbers, or that don't have PIN numbers

Balance

To search cards by their card balance:

  1. Click the “Search By” dropdown
  2. Click on “Balance”
  3. Click the default “Equals” dropdown to see options
    • Equals
    • Less Than
    • Greater Than
  4. Make your selection
  5. Click the green Search button

How_to_Search_Cards_9.png

Search cards by Card Balance

Date Issued

To search cards by their date of issue:

  1. Click the “Search By” dropdown
  2. Select "Date Issued"
  3. Click the default "On" drop down to the right, to see the options:
    • On
    • Before
    • After
  4. Make your selection
  5. Click on the box to the right for the calendar
  6. Choose a date
  7. Click the green "Search" button

How_to_Search_Cards_12.png

Search cards by their date of issue

Expiration Date

To search cards by their expiration date:

  1. Click the "Search By" drop down
  2. Select "Expiration Date”
  3. Click the default "On" drop down to the right to see the options
    • On
    • Before
    • After
  4. Make your selection
  5. Click on the box to the right for the calendar
  6. Choose a date
  7. Click the green "Search" button

How_to_Search_Cards_23.png

Search cards by their Expiration Date

 

Date last used

To search cards by the date the card was last used

  1. Click the "Search By" drop down
  2. Select "Date Last Used"
  3. Click the default "On" drop down to the right, to see other options
    • On
    • Before
    • After
  4. Make your selection
  5. Click on the box to the right for the calendar
  6. Choose a date
  7. Click the green "Search" button

How_to_Search_Cards_14.png

Search cards by Date Last Used

Group

To search cards by Cardholder Group:

  1. Click the "Search By" drop down
  2. Select “Group” from the drop down menu to the right
  3. Select the Group you want
  4. Click the green "Search" button

How_to_Search_Cards_16.png

Search cards by Cardholder GroupSpending Ruleset

To search cards by Spending Ruleset:

  1. Click the "Search By" drop down
  2. Select “Spending Ruleset”
  3. Click on the drop down menu to the right to see our options
  4. Make your selection
  5. Click the green Search button

 

How_to_Search_Cards_18.png

Search cards by Spending Ruleset

Additional Search Criteria

Use multiple search criteria to narrow your search.

  1. To add more search criteria, click the “+” just to the left of the green Search button
  2. To remove search criteria, click on the “x
  3. Set your search parameters
  4. Click the green “Search” button to get your results

How_to_Search_Cards_21.png

Use multiple search criteria to narrow a search. Here, click on the green Search button to see the cardholders in Sales, with Active cards, who have Balances on their cards of more than $1000.

 

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