Stored Value Dormancy Summary | Paytronix Knowledge Base

IS THIS REPORT RIGHT FOR ME?

Uses

* For merchants with Dormancy Fees configured. If Dormancy is not configured, there will be no values in the report output.
* Shows a summary of all dormancy transactions over the date range given.

Restrictions

* None

SAMPLE OUTPUTS

All Stores, Unlimited Days

HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

The report shows the total amount of dormancy fees assessed on cards by card template (each template has its own row). The transaction type in this report will always be “Dormancy Fee.” The report then shows the total amount of dormancy fees assessed over the time period the report was run and corresponding discount, if applicable. The Net Fee Amount is the Fee Amount less the Discount Amount. Next is the card status (each status will have its own row) followed by the transaction count.

Note: For the Dormancy Feature to work in Paytronix, both a Dormancy Fee schedule and Dormancy Rule will need to be configured. The schedule determine when the dormancy rule operates (e.g., the first of the month at 9:00am). The Dormancy Rule determine what will happen (e.g., charge a dormancy fee of $2.00 for every card without any activity in the past 24 months). Merchants are responsible to ensuring that the dormancy fees they assess are in compliance with local/state laws.

Column Name	Definition
Card Template	The name of the card. For information on card templates, click here.
Transaction Type	There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. For a complete list, please click here.
Fee Amount	The total amount of dormancy fees assessed on all cards over the time period given.
Discount Amount	The total amount of corresponding discount dollars removed from cards when the dormancy fee is assessed.
Net Fee Amount	The Fee Amount less the Discount Amount.
Card Status	The current status of the card. Click here for more information.
Transaction Count	The total number of times a dormancy fee was assessed over the time period given.

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.
Select the desired Card Templates from the drop down menu or leave “All” selected.
Click Submit!

Stored Value Sales and Added Value Summary

Stored Value Dormancy Detail

Stored Value Redemption Summary

Stored Value Card Expiration Summary

Stored Value Card Expiration Detail