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Cardholder Reports

Alex Bernier
  • Updated

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:

 

SECTION/SHEET DATA INCLUDED
SUMMARY
  • Program Name
  • Business Name
  • Cards with Balances
CARD BALANCES
  • Card Number
  • Batch Info
  • Last Used Date
  • Gift Balance
  • Gift Card & Loyalty Program Loyalty Balance
  • Registered On Date
  • Email
  • First Name
  • Last Name
  • Reference ID
  • Cellphone
  • Birthday
  • Address Line 1/Address Line 2
  • City
  • Postal Code
  • Country
  • Province
  • Contactable

 

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:


cr2.png

 

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:

 

cr6.png

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:

 

cr7.png

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:


cr8.png

 

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:

cr9.png

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