Stored Value Redemption Detail
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 |
* Useful for analysis of redemptions by store. |
Restrictions |
Can only do one of the following: |
SAMPLE OUTPUTS
Redemption Detail - All Stores, Limited Days
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report shows redemptions by store and includes both the store number and store name. Each row on the report represents an individual transaction. It also includes the transaction type, check number, cashier ID, and Terminal ID. If you sell cards that include a discount, the redemption of this discount will appear in the “discount redeemed” column. The dollars redeemed less the discount amount arrives at the net amount redeemed. |
Column Name | Definition |
Store Merchant | Your company name |
Store Number | The Paytronix number for the store where the card was activated (enrolled) |
Store Name | The Paytronix name for the store where the card was activated (enrolled) |
Card Template | The name of the card; for this report, the name is usually “gift card” or “stored value”. For more information on Card Templates, please read What are Card Templates and Tiers?. |
Card Number | The card (or account) number |
Transaction Type | There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. For a complete list, please read Transaction Types. |
Dollars Redeemed | The total dollar amount taken off the card at the restaurant |
Discount Redeemed | The corresponding discount redeemed from the SV Discount wallet. |
Net Amount | The dollar amount minus the discount redeemed |
Date | The date and time the transaction took place |
Sender | Where the transaction took place - at the POS or through the website |
Check No. | The number of the transaction - 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 POS ID of the server who was logged in at the time of card swipe or the time of check close, depending on your POS setup |
I LIKE IT, SO HOW DO I RUN THIS REPORT?
First enter the date range for which you’d like to run the report. The report can be run for unlimited days for one store or for up to 35 days for all stores.
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.
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 Card Template from the drop down menu or leave “All” selected. Check the “Include Cross Merchant Cards” if you would like to include cards from other merchants
Select the desired Campaign Occurrence from the drop down menu or leave “All” selected.
Click Submit!
For further assistance, please contact your solutions consultant or customer success manager, or email [email protected].