Cardholder Reports

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    BUSINESS CARD BALANCE REPORT: A list of cards that currently have a balance on them. This report can be scheduled and automated. Custom report period cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

     

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    BUSINESS REGISTERED CARDS REPORTS: A list of all the cards that are currently registered. This report can be scheduled and automated.

    Contained in this report are two sheets with the following fields:


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    CARDHOLDER GIFT AND LOYALTY INACTIVITY: A list of cards which have not run any gift or loyalty transactions for a specified time period. This report can be scheduled and automated. Custom report period cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

     

    cr3.png

    CARDHOLDER GIFT INACTIVITY REPORT: A list of cards which have not run any gift transactions for a specified time period. This report can be scheduled and automated. Custom report cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

     

    cr4.png

    CARDHOLDER LOYALTY INACTIVITY REPORT: A list of cards which have not run any loyalty transactions for a specified time period. This report can be scheduled and automated. Custom report period cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

     

    cr5.png

    GIFT BALANCES AS OF DATE REPORT: A list of cards which had gift balances as of a specified date. This report cannot be scheduled and automated. Custom report period cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

     

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    LOYALTY BALANCES AS OF DATE REPORT: A list of cards which had loyalty balances as of a specified date. This report cannot be scheduled or automated.

    Contained in this report are four sheets with the following fields:

     

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    PROGRAM CARD BALANCE REPORT: A list of cards that currently have a balance on them. This report cannot be scheduled or automated.

    Contained in this report are two sheets with the following fields:


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    PROGRAM REGISTERED CARDS REPORTS: A list of all the cards that are currently registered. This report can be scheduled and automated. Custom report period cannot be set for scheduled report.

    Contained in this report are two sheets with the following fields:

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