Reporting
Reporting guides for loyalty, gift cards, and fraud.
By Beverlie and 5 others6 authors76 articles
- What Reports are available in the Report Center?This article contains an overview of every report and a link to the details and definitions of every report.
- Loyalty Web Reward Redemptions SummaryThis article describes how to run and analyze the Loyalty Web Redemptions Summary report.
- Can I See How Many Times a Guest Visited in a Month?Need to see the most frequented visitors? This article outlines the process of finding and targeting guests based on visits during a previous month.
- General Card Activity Detail ReportThis article explains how to run, analyze and best use the General Card Activity Detail Report.
- Loyalty Web Reward Redemptions Detail ReportThis article describes how the Loyalty Web Redemptions Detail report can help you analyze your business. It also describes how to run the report itself
- Fraud Void Detail ReportThis article describes how to run and analyze the Fraud Void Report
- Charge Reconciliation ReportCharge Reconciliation Report help
- Stored Value Web Card Sales Summary ReportThis article describes how to run and analyze the Stored Value Web Card Sales Summary report
- Charge In House Charge Detail ReportThis article explains how to use the Charge In House Charge Detail report, as well as how to analyze the results
- Loyalty Overview ReportThe Loyalty Overview Report gives you overall picture of your loyalty program. We recommend running it regularly monthly or quarterly to check your program's progress.
- What is the Stored Value Instant Payments Summary Report?This article explains the Stored Value Instant Payments Summary Report.
- Stored Value Web Guest Recharge ReportStored value web guest recharge report help
- What is Paytronix Strategy & Analytics?Learn about Paytronix's Strategy & Analytics team and how they can help enhance your loyalty program.
- Stored Value Money Movement ACH by Store SummaryIf 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…
- Stored Value Money Movement by Store SummaryStored Value Money Movement by Store Summary report help
- What is the Email Deliverability Dashboard?Get a holistic view of the health of your email program with the Email Deliverability dashboard.
- Stored Value Sales and Added Value SummaryStored Value Sales and Added Value Summary report help
- Stored Value Dormancy DetailThis article describes the uses of and how to run the Stored Value Dormancy Detail report.
- Loyalty Reward Accrual Detail ReportThis article explains how to run and analyze the Loyalty Reward Accrual Detail report.
- Customer Service Representative FunctionsEditing guest information, resetting guest passwords, & replacing lost card numbers can all be achieved through our CSR Tools.
- Stored Value Redemption DetailStored Value Redemption Detail report help
- Loyalty RFM Store FrequencyLoyalty RFM Store Frequency report help
- Stored Value Money Movement ACH by AccountStored Value Money Movement ACH by Account report help
- Stored Value New Card Activation SummaryStored Value New Card Activation Summary report help
- Gift Card Escheatment, Expiration, Exemption, and DormancyFind out about how the life of a gift card ends and the mechanisms used to remove value from gift cards.
- Payment Card Industry (PCI) Data Security StandardThis article contains a link to Paytronix's PCI DSS V.4.0 Attestation of Compliance
- Loyalty Reward Redemption SummaryIf 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…
- Stored Value Money Movement by Store DetailStored Value Money Movement by Store Detail report help
- Stored Value Liability Summarized by Store ReportThis article explains how to run and analyze the Stored Value Liability Summarized by Store Report.
- Stored Value Liability Aging By Store Summary ReportThis article discusses how to run and analyze the Stored Value Liability Aging By Store Report.
- Loyalty New Card Activation SummaryLoyalty New Card Activation Summary report help
- Stored Value Liability Aging by Card Template Summary ReportThis article describes how to run and analyze the Stored Value Liability Aging by Card Template report.
- Stored Value Reconciliation DetailThis article describes how to run, use and interpret the stored value reconciliation detail.
- Stored Value Reconciliation SummaryUse this report to compare the Paytronix and point of sale reports of stored value (gift card) transactions
- Fraud Suspicious Redemption Activity ReportThis article describes how to run and analyze the Fraud Suspicious Redemption Activity report.
- Charge Customers ReportCharge Customers Report help
- Stored Value Dormancy SummaryThis article describes how to run and how to use the Stored Value Dormancy Summary report.
- Loyalty Reward Accrual SummaryLoyalty Reward Accrual Summary report help
- Loyalty Reward Liability SummaryLoyalty Reward Liability Summary report help
- General Web Registration Summary ReportThe Web Registration report shows information for the store(s) selected that includes the number of people who enrolled (activated a card), and of those people, who has registered.
- Fraud High Point Accrual Activity ReportThis article describes how to run and analyze the Fraud High Point Accrual Activity Report.
- Loyalty Point Accrual Summary
- General Web Order Fulfillment Detail ReportThis report covers both online gift card purchases and loyalty redemptions (for bankable points programs)
- Stored Value Sales and Added Value DetailStored Value Sales and Added Value Detail report help
- Loyalty RFM Guest Segmentation SummaryThis article describes how to run and how to analyze the Loyalty RFM Guest Segmentation Summary report.
- Loyalty Reward Redemption Detail ReportLoyalty Reward Redemption Detail report help
- SSAE18 SOC 1 Type 2 Bridge LetterThis article contains a copy of a bridge letter relating to our annual SSAE18 SOC1 Type 2 Report
- What Do I Need to Do When a Location Changes Ownership?This article provides the steps that need to be completed when a location changes ownership
- Cards Issued by Cashier Detail ReportThis article details how to run and analyze the Cards Issued by Cashier Report.
- Reconciliation Transaction Variance ReportThis article discusses the Reconciliation Transaction Variance report- its uses, how to run it and best practices.
- Stored Value Redemption SummaryStored Value Redemption Summary report help
- Stored Value Card Expiration SummaryThis article describes how to run and how to analyze the results of the Stored Value Card Expiration Summary report.
- Analytics Training VideoIn addition to Report Center, and Campaign Center, Paytronix also offers dashboards and analyzers, allowing you to to visualize your most important data.
- Loyalty Point Accrual DetailLoyalty Point Accrual Detail report help
- SSAE18 SOC 1 Type 2 Report (October 1, 2024 - September 30, 2025)This article contains a copy of our annual SSAE18 SOC1 Type 2 Report.
- Campaign ReportThis article describes how to run and how to analyze the Campaign Report.
- Double Point CampaignsThis article will explain what a double point campaign is and walk through the steps to create and deploy one properly.
- Stored Value Liability by Card Detail ReportEvery stored value (gift) card that has a non-zero balance will show on this report, including cards that have been suspended.
- How is my Loyalty Program Performing?Key Performance Indicators for Loyalty Programs
- Loyalty New Card Activation DetailLoyalty New Card Activation Detail report help
- Stored Value Overview ReportThis report indicates, at a glance, the stored value (gift card) transactions that took place over the time for which the report was run.
- Stored Value Liability Summarized by Card Template ReportThis article discusses how to run and analyze the Stored Value Liability Summarized by Card Template Report
- Stored Value Store ActivityThis article describes the Stored Value Store Activity report. It shows how to run the report and how to interpret the results.
- General Exchanged CardsThis article explains the purpose and how to run the General Exchanged Cards report.
- General Manager Card Activity DetailThis article details the usage of and how to run the General Manager Card Activity Detail Report
- Fraud Cashier Activity Detail ReportThis article explains how to run and analyze the Fraud Cashier Activity Detail Report.
- Stored Value Web Card Sales DetailThis article details how to run and use the Stored Value Web Card Sales Detail report.
- Fraud Cashier Activity Summary ReportThis article will help you run and analyze the Fraud Cashier Activity Summary Report
- Reconciliation Reversed TransactionThis article describes the Reconciliation Reversed Transaction report- how to run it, its uses and how to interpret the data best for your needs.
- Stored Value Card Expiration DetailThis report discusses how to run and how to use/interpret the Stored Value Card Expiration Detail report.
- Report Center Training VideoLearn how to generate summary and detail level reports to gather information on a number of your brand's metrics.
- Adding or Editing Fiscal PeriodsThis how-to article outlines the steps required to setup your Fiscal Periods in the Paytronix Merchant Portal.
- How can I obtain exit data?This article provides the necessary steps to extract Gift Card Exit Data. The same steps can used to extract Loyalty or Comp Card Exit Data as well.
- What is the Guest Analysis Report?Need a snapshot of all guests in your program? Or a specific sub-set of guests? The Guest Analysis Report is for you.
- SSAE18 SOC 2 Type 2 Report (October 1, 2024-September 30, 2025)This article contains a copy of our annual SSAE18 SOC2 Type 2 Report.
- Charge In House Charge SummaryCharge In House Charge Summary report help