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 each individual transaction that added or voided an add to a card. |
Restrictions |
Can only do one of the following: |
SAMPLE OUTPUTS
Sales and Added Value Detail - All Stores, Limited Days
Sales and Added Value Detail - One Store, Unlimited Days
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report is sorted by store code and then by date/time. It includes the card number, card templates and transaction type. The card template will most likely be “Gift Card” or “Stored Value Card” and the transaction type could include “Purchase Card”, which is a new activation, and “Add Redeem” which is an add to a card that had previously been activated. You will then see the dollars added and balance on the card. Stored Value Discounts and Discount Balance follow, and the difference between the discount amounts and the amounts added arrives at the Net Amount added. The next columns include Check No., Terminal ID and Cashier ID, which are all populated using information gathered from the restaurant‘s POS system. |
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/time the transaction took place |
Card Number | The card (or account) number - this is a unique identifier but could appear multiple times for different transactions. |
Card Template | The name of the card. This could be “Stored Value Card” or “Gift Card” |
Transaction Type | There are several Paytronix terms for different transactions, including Add/Redeem and Balance Inquiry. For a complete list, please click here. |
Dollars Added | The amount added to the card during this transaction |
Balance | The balance on the card after the add transaction took place |
Discount Added | The discount amount added |
Discount Balance | The balance of the discounts wallet after the add transaction took place |
Net Amount | The difference between the Dollars Added amount and the Discount Added amount. |
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 cashier who was logged into the terminal when the transaction took place |
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!