Navigate to One View > Reports.
Infinity Rewards provides flexible options for generating transaction reports tailored to your specific needs. Whether you want to filter by cashier, date range, or transaction type, the platform offers intuitive tools to help you access the data you need.
Transaction reports in Infinity Rewards can be customised using filters such as cashier, transaction type, date range, and more. Depending on the type of report you need, you can navigate to different sections of the application to retrieve the relevant data.
Navigate to One View > Reports > Transactions per day for recent activity (e.g., the last 6 months).
For older activity (e.g., beyond 6 months), navigate to Account View > Cashback Summaries.
Use the filters to narrow down the report by selecting criteria such as cashier, transaction type, date range, or cardholder.
Click on Actions and then Download to retrieve the report.d
For recent activity (e.g., the last 6 months), reviewing the 'Transactions per day' section helps users verify their daily card transactions and identify any potential discrepancies.
For older activity, users can navigate to 'Account View > Cashback Summaries' to access loyalty transaction reports for specific months.
By following these steps and utilising all tools provided in the Infinity Rewards platform, users can ensure accurate tracking and handle discrepancies early.
Hint: Use the filters to find specific transaction types, dates, cardholders, cashiers, or other criteria. For example, you can refine your report by selecting a specific cashier and a date range simultaneously.
Additionally, if discrepancies are noticed, the filters can be instrumental in isolating missing transactions or specific activity within a given timeframe. For instance, selecting a specific transaction type and date range can help pinpoint issues more effectively.