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Loyalty Reward Liability Summary

Loyalty Reward Liability Summary report help

Updated over 2 months ago

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

* Gives outstanding liability for all reward/point/comp wallets by tiers.

Restrictions

* This report is calculated from “Inception” through whatever the date is entered in the “To:” box.
* The further back in time you run this report, the longer it will take for the report to complete.

SAMPLE OUTPUT
Example Reward Liability Summary - All Time

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HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report shows the outstanding balances by tier by wallet for when the report was run. All point/reward/comp wallets with a balance greater than zero will appear on the report. At the bottom of the report, a total count of cards with outstanding balances is also given. Some merchants find this information helpful in stating year end liability as required by their auditors.

Column Name

Definition

Tier

The Paytronix subsection of the card templates

Wallet Label

The name of the wallet

Liability Balance

The outstanding balance

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

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  1. 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. This will ALWAYS have a From date of Inception.

  2. Click Submit!

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