IS THIS REPORT RIGHT FOR ME?
Uses |
* This report is useful if you are running an employee card program, where employees are able to use a special card for meals at your restaurants. |
Restrictions |
Can only do one of the following: |
SAMPLE OUTPUTS
All Stores, One Month
One Store, Unlimited Days
Please Note: You most likely will NOT see any sort of periodic reloads when you choose one store because it is usually added by the Corporate store.
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report can show how employees are utilizing your manager card program. You can easily see who is using the benefits given to them, how much they are using the card, when cards are reloaded and what patterns of use are associated with each employee. |
Column Name | Definition |
Card Number | The card (or account) number - this is a unique identifier but could appear multiple times for different transactions. |
First Name | If you have loaded employee names into the database, the first name of the employee will appear here. |
Last Name | If you have loaded employee names into the database, the last name of the employee will appear here. |
Customer No. | If you have loaded customer numbers into the database, that number will appear here. Some people use the customer number to tie their Paytronix numbers to their employee number. |
Transaction Date | The date and time when the transaction took place. |
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) |
Tier | The tier of the card |
Transaction Type | There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. |
Check No. | The check number at the restaurant‘s POS system. |
Terminal ID | Corresponds to the terminal ID where the transaction took place. |
Cashier ID | The cashier who was logged into the terminal when the transaction took place. |
Wallet Label, + | The amount added to the wallet listed above |
Wallet Label, - | The amount redeemed from the wallet listed above |
Wallet Label, Bal | The balance of the wallet listed above after the transaction was completed |
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 Templates from the drop down menu or leave “All” selected.
Click Submit