How do I check loyalty card balances?
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Revision as of 10:13, 19 January 2016 by Charles Allison (talk | contribs) (→Balance per Card - value)
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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?
