How do I check loyalty card balances?

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?

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Keywords AND Misspellings

Loyalty, Points, Redeem, Redeemed, Loyalty Card, Issued, Issue, Expired