Difference between revisions of "How do I check loyalty card balances?"
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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: | ||
Revision as of 14:34, 13 November 2015
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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?
