Loyalty Reward Accrual Detail Report | Paytronix Knowledge Base

If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.

IS THIS REPORT RIGHT FOR ME?

Uses

* Shows all transactions where a reward was added to a reward wallet.
* Each transaction has its own line, which includes card number.
* Can be run for multiple days, but is most useful when run for one day at a time or for one store.
* Additions to comp cards show up in this report.

Restrictions

* None

SAMPLE OUTPUT

All Tiers, All Campaigns

Sample report output with all tiers and all campaigns in csv format

HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report first lists store number, then store name. These columns are followed by the date/time that the transaction was completed, which can be either at the time of card swipe or at the time of check close, depending on your program setup. The next column is the tier of the card and transaction type. The reward wallet may be added to by a wallet adjustment (through the web CSR interface), through a Campaign Adjustment, or through the regular processing of a rule at the POS. The transaction type column shows how the reward was added to the card. “Accrual/Redemption” is a reward added at the POS level, “Campaign Adjustment” shows those added through a campaign, “Rule Adjustment” shows those added through the web interface.

These are followed by information from the restaurant‘s POS system, including check number, terminal id and cashier id. Then the reward wallets and the amount that was added to them, then the balance after the transaction was completed. If the program has more than one reward wallet, there will be a column for each.

Column Name	Definition
Store Number	The Paytronix number for the store where the transaction took place
Store Name	The Paytronix name for the store where the transaction took place
Date	The date and time the accrual occurred
Card Number	The card (or account) number - this is a unique identifier but could appear multiple times for different transactions.
Tier	The Paytronix subsection of the card template (for a further discussion of card templates and tiers, see What are Card Templates and Tiers?
Transaction Type	There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. For a complete list, see Transaction Types.
Check No.	This corresponds to the check number at the restaurant‘s POS system
Terminal ID	The terminal where the transaction took place - this corresponds to the terminal ID from the restaurant‘s POS system
Cashier ID	The cashier who was logged into the terminal when the transaction took place
Wallet Label, Accrued	The amount added to the wallet listed above
Wallet Label, Balance	The balance of the wallet listed above after the transaction was completed

I LIKE IT, SO HOW DO I RUN THIS REPORT?

First enter the Date Range for which you’d like to run the report.
- Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up by your custom fiscal periods, you may also choose to run the report by fiscal period.
- Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.
For the Store you'd like to view, check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.
Select the desired Tier from the drop down menu or leave “All” selected.
Select the desired Campaign Occurrence from the drop down menu or leave “All” selected.
Select the Output Type from the drop down then click Submit.

Enter criteria for the report including date range, store, tier, campaign occurence and out put type.