Loyalty New Card Activation Summary
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 |
* Report of all loyalty card enrollments (activations). |
Restrictions |
* None |
SAMPLE OUTPUTS
All Stores, Unlimited Days
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report captures all loyalty and comp card activations. If you have a combined gift and loyalty card, the activations will also appear in the Stored Value New Card Activation Summary report. Both store number and name are displayed, followed by the tier of the card. There will be a separate line on the report for each tier . The following column shows the card’s current Account Status. If you run this report for a period in the past, the account status that will show on this report is the current account status, and not the status at the time for which the report was run. For example, if you run the report for April 2006, account status will be the current status and not that of April 2006. The total enrollees shows the total number of cards activated during the period for which the report was run. The total with data shows all cards that have data, but have not yet been registered in the Paytronix system. This column will be populated most often when you have transferred your loyalty program to Paytronix from another provider. A card is not considered to be registered until the guest logs in to the Paytronix site and provides a username and password. The following column shows the percentage of cards activated during the period that also have data. Next, you will see the total number of cards activated during the period which also have registered, followed by the percentage of cards activated during the period that are also registered. |
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 |
Tier | The Paytronix subsection of the card template (for a further discussion of card templates and tiers, click here) |
Account Status | Status of the account linked to the card. This can be ACTIVE, SUSPENDED or TERMINATED. . |
Total Enrollees | The number of cards that were activated during the period for which the report was run |
Total With Data | The number of cards that were activated during the period for which the report was run and also have data |
% With Data | The percentage of cards with data that have been activated during the period for which the report was run |
Total Registered | The number of cards that were activated during the period for which the report was run and also have been registered |
% Registered | The percentage of cards that have been registered and were activated during the period for which the report was run |
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.
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.
Click Submit!
Note: This report is not updated in real time; activity up to 45 minutes in the past may not be included.