Account Transaction Report (Accounts)
The Account Transaction Report provides usage data for loyalty accounts and programs. Loyalty accounts provide incentives to members in order to encourage repeat visits. This feature offers two different programs: member discounts and frequent shopper rewards. The discount application entitles club members to discounts on one or more wash products. The frequency application functions as an electronic punch card that provides rewards for repeat customers (e.g., buy 4 washes, receive a 5th wash free).
Account Loyalty Report Settings
The Account Loyalty Report Settings panel provides the ability to generate an account loyalty report for all account types, a specific account type, all account programs, a specific account program, for all time or a specific time range.
Account Type
The Account Type setting provides the ability to generate the report for All account types (the default) or a specific account type.
Account Program
The Account Program setting provides the ability to generate the report for All account programs (the default) or a specific program.
Report Period
The Report Period setting provides the ability to generate the report for the all time or a date range.
All
The All setting provides the ability to generate the report for all time.
Date Range
The Date Range setting provides the ability to generate the report from one specific date to another specific date.
Include Inactive Accounts
The Include Inactive Accounts setting provides the ability to generate the account loyalty
Run Report
The Run Report function generates the Account Loyalty Report for the selected settings.
Account Transaction Report Data
The Account Transaction Report data is organized in a table. It can be re-generated with different settings (Settings...) printed or saved in a CSV file (Save).
Settings... | Print | Save
The Account Transaction Report includes functions to re-generate it, print it, or save it.
Settings...
The Settings... function provides the ability to re-generate the report with different settings.
The Print function provides the ability to print the currently generated report.
Save
The Save function provides the ability to save the currently generated report in a CSV file.
Account Name
The Account Name column provides
User Name
The User Name column provides
Acct#
The Acct# column provides
Date
The Uses/month column provides
Location
The Issued Rewards column provides
Product
The Claimed Rewards column provides
Discount
The Expired Rewards column provides
Net Amount
The Avg. Discount column provides
Updated: 042726