Difference between revisions of "How do I check loyalty card balances?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == Follow these instructions to run a report to view current Loyalty Card balances in Points and Value. == More Information == Go to {{Menu|{{RP}}|...") |
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== Summary == | == Summary == | ||
Follow these instructions to run a report to view current Loyalty Card balances in Points and Value. | Follow these instructions to run a report to view current Loyalty Card balances in Points and Value. | ||
| Line 7: | Line 5: | ||
Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}. | Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}. | ||
* Type {{DataValue|Balance}} and click {{Button|Search}}. | * Type {{DataValue|Balance}} and click {{Button|Search}}. | ||
| − | * | + | |
| + | === Balance per Card - Points === | ||
| + | * Click {{KeyPress|Start}}. | ||
| + | |||
| + | === Balance per Card - Value === | ||
| + | * Click {{KeyPress|Start}}. | ||
| + | |||
* Each report shows: | * Each report shows: | ||
| Line 22: | Line 26: | ||
* [[How do I Issue Loyalty Cards?]] | * [[How do I Issue Loyalty Cards?]] | ||
* [[How do I Redeem Loyalty Points?]] | * [[How do I Redeem Loyalty Points?]] | ||
| − | * [[How do I | + | * [[How do I check how many loyalty cards have been Issued?]] |
| − | * [[Exporting | + | * [[Exporting contact details for loyalty cards]] |
| − | * [[How do I | + | * [[How do I check how many loyalty points have been redeemed?]] |
| − | * [[How do I | + | * [[How do I view loyalty points that have expired?]] |
* [[How do I Check who a Loyalty Card belongs to?]] | * [[How do I Check who a Loyalty Card belongs to?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|loyalty, points, redeem, redeemed, loyalty card, issued, issue, expired}} |
| − | {{ | + | {{How}}{{KB_RGen}}{{ZN_Accounts}} |
Latest revision as of 05:32, 19 June 2019
Contents
Summary
Follow these instructions to run a report to view current Loyalty Card balances in Points and Value.
More Information
Go to " Reports & Settings Reports Accounts Report Generator".
- Type 'Balance' and click [Search].
Balance per Card - Points
- Click <Start>.
Balance per Card - Value
- Click <Start>.
- Each report shows:
- Customer Name
- Loyalty Card Number
- Date the card was Issued
- Current balance in Points or in Value
- Click [Start] to view the report on screen.
- The buttons at the top of the screen allow you to [Print] or [Open in web browser].
See also
- How do I set up a Customer Loyalty Scheme?
- How do I Issue Loyalty Cards?
- How do I Redeem Loyalty Points?
- How do I check how many loyalty cards have been Issued?
- Exporting contact details for loyalty cards
- How do I check how many loyalty points have been redeemed?
- How do I view loyalty points that have expired?
- How do I Check who a Loyalty Card belongs to?
