Difference between revisions of "Mag Card Reports"

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Contained below is a comprehensive list of all reports involving mag cards.
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These can be accessed by navigating to <code>Reports -> Magcards -> REPORT NAME</code>.
  
View source for Mag Card Reports
 
← Mag Card Reports
 
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Contained below is a comprehensive list of all reports involving mag cards.
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==Card Details==
  
==Reports==
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Shows balance information of cards.
'''Card Details''' - Shows balance information of cards.
 
 
:'''Number''' - Card Number
 
:'''Number''' - Card Number
 
:'''Issue Balance''' - Balance on the card when it was originally issued
 
:'''Issue Balance''' - Balance on the card when it was originally issued
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:'''Current Balance''' - Current balance of the card
 
:'''Current Balance''' - Current balance of the card
 
:'''Balance Date''' -  Date used for current balance
 
:'''Balance Date''' -  Date used for current balance
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'''Daily Log''' - Shows all transaction types preformed by cards within a time frame.
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<br>
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[[File:GiftCardDetailReport.png | 700px]]
:'''Types:'''
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==Daily Log==
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Shows all transaction types performed by cards within a time frame.
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:'''Log Types:'''
 
:*Debit - Money added or removed
 
:*Debit - Money added or removed
 
:*Point - Loyalty points added or removed
 
:*Point - Loyalty points added or removed
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:*Clear Card - Card information cleared
 
:*Clear Card - Card information cleared
 
:*Card Transferred - Card information transferred to another card
 
:*Card Transferred - Card information transferred to another card
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[[file:Rts_reports_magcards_dailyLog.png]]
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:'''Report Info:'''
 
:'''Report Info:'''
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::'''Expiration''' - Expiration of item added
 
::'''Expiration''' - Expiration of item added
 
::'''Reason''' - Reason given for transaction
 
::'''Reason''' - Reason given for transaction
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'''Mag Card Expire Summary''' - shows information about cards that were last used before a specified date
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[[File:DailyLog.png | 700px]]
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==Mag Card Expire Summary==
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Shows information about cards that were last used before a specified date
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:'''Card Number''' - Card number
 
:'''Card Number''' - Card number
 
:'''Balance''' - Current Balance
 
:'''Balance''' - Current Balance
 
:'''Last Used''' - Date card was last used
 
:'''Last Used''' - Date card was last used
<br>
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'''Individual Log''' - Displays all card transactions for the specified card during the last year
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[[File:MagCardExpireSummary.png | 700px]]
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==Individual Log==
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Displays all card transactions for the specified card during the last year
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:'''Date used''' - Transaction Date
 
:'''Date used''' - Transaction Date
 
:'''Amount''' - Tansaction amount
 
:'''Amount''' - Tansaction amount
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:'''Expiration''' - Expiration of item added
 
:'''Expiration''' - Expiration of item added
 
:'''Reason''' - Reason given for transaction
 
:'''Reason''' - Reason given for transaction
<br>
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'''Look Up Registered Card''' - This window enables lookup of registered mag cards. The search can be performed by the name, address, zip code, or ID fields. Search entries are case insensitive. If multiple search entries are used, the returned card numbers must match all entries. You may update the customers information at this screen as well.
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<br><br>
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[[File:IndividualCardLog.png | 700px]]
'''Member Information''' - Shows a filterable list of members and thier registered info
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==Look Up Registered Card==
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This window enables the lookup of registered mag cards. The search can be performed by the name, address, zip code, or ID fields. Search entries are case insensitive. If multiple search entries are used, the returned card numbers must match all entries. You may update the customer's information on this screen as well.
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[[File:LookupRegisteredCard.png | 700px]]
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==Member Information==
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Shows a filterable list of members and their registered info
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 +
 
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[[file:Rts_reports_magcards_memberInfo.png]]
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:'''Member Name''' - Name of member
 
:'''Member Name''' - Name of member
 
:'''Card Numnber''' - Card number associated with that member
 
:'''Card Numnber''' - Card number associated with that member
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:'''Date of Birth''' - members birthday
 
:'''Date of Birth''' - members birthday
 
:'''Email''' - email associated with that member
 
:'''Email''' - email associated with that member
:'''Email Authorized?''' - Email has opted to recieve emails
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:'''Email Authorized''' - Whether or not
<br>
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'''Online Gift Purchases''' - This is a log of online gift card purchases. It allows you to view data relating to each purchase and the ability to resend cards.
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<br><br>
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[[file:Rts_reports_magcards_memberInfo_report.png | 700px]]
'''System Total''' - This window shows total values from all cards in system
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:'''Number of cards''' - Number of cards in system
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==Online Gift Purchases==
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This is a log of online gift card purchases. It allows you to view data relating to each purchase and the ability to resend cards.
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[[File:OnlineGiftPurchases.png | 700px]]
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==System Total==
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This window shows total values from all cards in the system
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:'''Number of cards''' - Number of cards in the system
 
:'''Debit Total''' - Total dollar amount on all cards
 
:'''Debit Total''' - Total dollar amount on all cards
:'''Vaild Supers''' - Valid super savers accross all cards
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:'''Vaild Supers''' - Valid super savers across all cards
:'''Expired Supers''' - Expired super savers accross all cards
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:'''Expired Supers''' - Expired super savers across all cards
 
:'''Valid Ticket Credits''' - Tickets on cards not yet redeemed
 
:'''Valid Ticket Credits''' - Tickets on cards not yet redeemed
 
:'''Expired Ticket Credits''' - Expired tickets on cards
 
:'''Expired Ticket Credits''' - Expired tickets on cards
  
==Examples==
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<gallery mode="slideshow">
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[[File:SystemTotal.png]]
File:GiftCardDetailReport.png
 
File:DailyLog.png
 
File:MagCardExpireSummary.png
 
File:IndividualCardLog.png
 
File:LookupRegisteredCard.png
 
File:MemberInformation.png
 
File:OnlineGiftPurchases.png
 
File:SystemTotal.png
 
</gallery>
 

Latest revision as of 14:53, 19 April 2020

Contained below is a comprehensive list of all reports involving mag cards. These can be accessed by navigating to Reports -> Magcards -> REPORT NAME.


Card Details

Shows balance information of cards.

Number - Card Number
Issue Balance - Balance on the card when it was originally issued
Issue Date - Date card was issued
Last Debit Change Date - Last time money was removed from the card
Balance as of - Balance before the last transaction
Current Balance - Current balance of the card
Balance Date - Date used for current balance


GiftCardDetailReport.png


Daily Log

Shows all transaction types performed by cards within a time frame.

Log Types:
  • Debit - Money added or removed
  • Point - Loyalty points added or removed
  • Item Credit - Rewards item added
  • Item Redeem - item redeemed from card
  • Super Saver Sold - Super savers added to card
  • Super Saver Redeem - redeemed a super saver ticket from card
  • Clear Card - Card information cleared
  • Card Transferred - Card information transferred to another card


Rts reports magcards dailyLog.png


Report Info:
Card - Card number
Date Used - Date card was used
Amount - Transaction amount
Receipt - Receipt number
Type - Transaction type
Manual - If this was a manual transaction
Item - Item related to transaction
User - User involed with transaction
Expiration - Expiration of item added
Reason - Reason given for transaction


DailyLog.png


Mag Card Expire Summary

Shows information about cards that were last used before a specified date

Card Number - Card number
Balance - Current Balance
Last Used - Date card was last used


MagCardExpireSummary.png


Individual Log

Displays all card transactions for the specified card during the last year


Date used - Transaction Date
Amount - Tansaction amount
Receipt - Receipt number
Type - Transaction type (See above for list of transaction types)
Manual - If this was a manual transaction
Item - Item related to transaction
User - User involed with transaction
Expiration - Expiration of item added
Reason - Reason given for transaction


IndividualCardLog.png


Look Up Registered Card

This window enables the lookup of registered mag cards. The search can be performed by the name, address, zip code, or ID fields. Search entries are case insensitive. If multiple search entries are used, the returned card numbers must match all entries. You may update the customer's information on this screen as well.


LookupRegisteredCard.png


Member Information

Shows a filterable list of members and their registered info


Rts reports magcards memberInfo.png


Member Name - Name of member
Card Numnber - Card number associated with that member
Address Information - address information of member
Id Information - member id information
Date of Birth - members birthday
Email - email associated with that member
Email Authorized - Whether or not


Rts reports magcards memberInfo report.png


Online Gift Purchases

This is a log of online gift card purchases. It allows you to view data relating to each purchase and the ability to resend cards.


OnlineGiftPurchases.png


System Total

This window shows total values from all cards in the system

Number of cards - Number of cards in the system
Debit Total - Total dollar amount on all cards
Vaild Supers - Valid super savers across all cards
Expired Supers - Expired super savers across all cards
Valid Ticket Credits - Tickets on cards not yet redeemed
Expired Ticket Credits - Expired tickets on cards


SystemTotal.png