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Cardholder Reports

A list of cardholder reports in the manage console

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Written by Nicholas Martin
Updated over 4 months ago

Cardholder Reports

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 runs.

Sheets:

  1. Summary

    • Program Name

    • Business Name

    • Cards with Balances

  2. Card Balances

    • Card Number

    • Batch Info

    • Last Used Date

    • Gift Balance

    • Loyalty Balance

    • Promotional 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 Report

A list of all cards that are currently registered. This report can be scheduled and automated.

Sheets:

  1. Summary

    • Business Name

    • Registered Cards

  2. Registered Cards

    • Card Number

    • Batch Info

    • Last Used Date

    • Gift Balance

    • Registered On Date

    • Registered At

    • Reference ID

    • First Name

    • Last Name

    • Email

    • Cellphone

    • Birthday

    • Address Line 1

    • Address Line 2

    • City

    • Postal Code

    • Country

    • Province

    • Contactable

Cardholder Gift and Loyalty Inactivity Report

A list of cards which have not run any gift or loyalty transactions for a specified period. This report can be scheduled and automated; custom period cannot be set.

Sheets:

  1. Summary

    • Program Name

    • Report Period

    • Inactive Cards

  2. Inactive Gift & Loyalty Cards

    • Last Gift Transaction Date

    • Last Loyalty Transaction Date

    • Card Number

    • Batch Info

    • Gift Balance

    • Loyalty Balance

    • Promotional Balance

    • Reference ID

    • Name

    • Email

    • Cellphone

    • Birthday

    • Address Line 1

    • Address Line 2

    • City

    • Postal Code

    • Country

    • Province

    • Contactable

Cardholder Gift Inactivity Report

Cards with no gift transactions within a specified period. This report can be scheduled and automated; custom period cannot be set.

Sheets:

  1. Summary

    • Program Name

    • Report Period

    • Inactive Cards

  2. Card Balances

    • Last Transaction Date

    • Card Number

    • Batch Info

    • Gift Balance

    • Reference ID

    • Name

    • Email

    • Cellphone

    • Birthday

    • Address Line 1

    • Address Line 2

    • City

    • Postal Code

    • Country

    • Province

    • Contactable

Cardholder Loyalty Inactivity Report

Cards with no loyalty transactions within a specified period. This report can be scheduled and automated; custom period cannot be set.

Sheets:

  1. Summary

    • Program Name

    • Report Period

    • Inactive Cards

  2. Inactive Loyalty Cards

    • Last Transaction Date

    • Card Number

    • Batch Info

    • Gift Balance

    • Reference ID

    • Name

    • Email

    • Cellphone

    • Birthday

    • Address Line 1

    • Address Line 2

    • City

    • Postal Code

    • Country

    • Province

    • Contactable

Gift Balances As Of Date Report

Cards with gift balances on a specific date. This report cannot be scheduled or automated; custom date cannot be set.

Sheets:

  1. Summary

    • Program Name

    • Report Date

    • Cards with a balance as of the date

  2. Gift Balances

    • Card Number

    • Batch Info

    • Reference ID

    • Gift Balance

Loyalty Balances As Of Date Report

Cards with loyalty balances on a specific date. This report cannot be scheduled or automated.

Sheets:

  1. Summary

    • Program Name

    • Report Date

    • Cards with a balance as of the date

  2. Loyalty Balances

    • Card Number

    • Batch Info

    • Reference ID

    • Loyalty Balance

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