From the Reporting tab, export your Bankroll data in CSV format from two angles: completed transactions or available funds per contact.
Step 1 : Access Reporting
In the left menu, click on Bankrolls
Click on Bankroll
Click on the Reporting tab
Step 2 : Export the data
Click on Export as a .CSV file in the top right corner
Fill in the following fields :
Email : the address at which you wish to receive the file
Start date and End date : the desired period
Export type : choose according to your needs (see details below)
Click on Confirm
"Transactions" Export
List of all transactions completed over the period. The file contains :
Column | Description |
Contact | Contact's email |
History type | Reload or bankroll debit |
Transaction location | Establishment concerned |
Source | Origin (cash register, online ordering…) |
Bonus name | Bonus applied if any |
Amount (€) | Transaction amount |
Value (€) | Amount credited to the bankroll |
Group | Associated card batch |
Date | Date and time of the transaction |
"Available Funds" Export
Bankroll balance status per contact at the export date. The file contains :
Column | Description |
Contact's email address | |
First name | Contact's first name |
Last name | Contact's last name |
Available funds (€) | Balance available on the bankroll |
Group | Associated card batch |
Date | Export date |