What Reports are available in the Report Center?

This report is helpful to pinpoint a certain card’s transactions, examining all activity for your merchant over a single day, checking a card with what looks like suspicious activity, and checking how many balance inquiries are done over the course of a single day.

Guest Analysis is a tool that you can use to segment your guest base. If it is typical for your guests to register cards, there are many more options available to segment against, since in the course of registration, the guest will provide some demographic information which can then be queried against.

For example, if you want to find all people who have not used their card in the past 60 days so you can send them a reminder e-mail, this report would be the one for you!

This report enables users to extract raw responses and respondent demographic information from an individual survey over a specific time period. Users can export rule and campaign-based survey responses via this report.

Shows the numbers and percentages of cards that have been activated (enrolled), and/or registered.

Useful for determining which stores have the best registration rates.

You may use the information in this report to reward the stores with the best registration rates and help identify stores that may need to improve.

This is a report of campaign emails opened.

This report shows campaign emails that were opened over a specific date range. This is generally for offsite data warehousing.

Report of Eat-Thru℠ Statistics on all campaign occurrences over the date range selected.

You can easily view all Eat-Thru℠ Statistics for all campaign occurrences over the specified date range to show results -- including open rates, unique guests, visits and dollars spent.

This report shows all of the card orders within the given time period. If this report is run for a parent merchant, then all child merchant orders of the parent will be reported.

This report shows cards issued and registrations for stores, card templates, and cashiers.

This report is typically used to identify top performing cashiers and/or stores in contests.

Report of CSR-originated transactions which affected wallet balances.

Report shows individual card activity over a specific date range to identify possible fraud, system errors or interesting usage trends.

Gives you the ability to view all media exchange transactions by store or card number over a specific date range.

Helps you to correlate current card numbers with exchanged card numbers.

This report is useful if you are running an employee card program, where employees are able to use a special card for meals at your restaurants.

This report shows all of the transactions, including reloads and redemptions. It also includes the card holder‘s name for reference.

This is a report of all mobile payments.

This report shows all successful mobile payments over a specific date range, and optionally by a specific store or store group or for a particular card.

This report shows web sale fulfillment activities over a specific date range, by web sale program.

Shows all fulfillment information, including customer name and contact information.

Shows a summary of gift card activity

Good for giving you a “big picture” look at your Stored Value activity

Use these reports to compare the Paytronix and point of sale reports of stored value (gift card) transactions.

The amounts added and redeemed at the POS should match those in these reports.

For an overview, look at the Summary report. For a listing of each transaction, look at the Detail report.

Show all redemption activity for the time defined when running the report.

Help to identify redemption rates by store.

Show all sales (card activation) and added value (cards that were already active and had money added to them) totals.

This is used by merchants that have automated expiration/escheatment/exemption configured.

Report gives information by geographic state as to the total amount written off over a given period.

This report may be used as part of the preparation of escheatment filings to a particular state.

For merchants with Dormancy Fees configured. If Dormancy is not configured, there will be no values in the report output.

Shows a summary of all dormancy transactions over the date range given.

Shows the age of your gift card liability, by card templates.

Helpful in determining breakage and tax liability.

Shows the age of your gift card liability, by store of activation.

Helpful in determining breakage and tax liability.

Shows ALL non-zero gift (stored value) cards and the liability associated with them.

Sorted by store

Designed to help with assessing the dollar liability associated with unredeemed stored-value (gift) cards.

Shows the total amount of outstanding gift card balances, summarized by card templates.

Assists you in assessing the dollar liability associated with unredeemed gift (stored value) dollars.

Shows the total amount of outstanding gift card balances, summarized by store.

Assists you in assessing the dollar liability associated with unredeemed gift (stored value) dollars.

Only used by merchants who have contracted with Paytronix to do periodic money movement to settle funds for gift card sales and redemptions across different business entities.

Determine amount of money debited or credited from each ACH (Automated Clearing House) or Credit Memo account.

Shows each account‘s number and routing number.

Gives corporate users information on the amount of funds to be transferred (either debited or credited) through Money Movement model on the following business day.

Report shows net change in stored value liability on a per store basis to facilitate the transfer of funds in both directions between franchise-owned stores and corporate.

This report is structured to work for Centralized or Decentralized Money Movement. In centralized operation the corporate accounts holds the float of activated stored value cards until they are redeemed. In decentralized operation the stores (franchisees) hold the float of activated stored value cards until they are redeemed.

This report relies on settings in the Money Movement Configuration. Absent these settings, you can still use the Stored Value Money Movement reports.

This report nets out stored value discounts, providing the net amount for money movement.

This report sums all stored value transactions that have no promotion. Transactions with a promotion are ignored for the purposes of this report.

Only used by merchants who have contracted with Paytronix to do periodic money movement to settle funds for gift card sales and redemptions across different business entities.

Shows all debits and credits for each store’s billing account.

Includes account information for each store.

Shows how money related to gift card liability has traveled between locations.

Shows total number of cards activated, by store.

Shows total amount activated on Stored Value (Gift) cards.

Includes comp and loyalty card activations (in the card counts), but only displays amounts added to Stored Value wallets at the time of the card activation.

In many cases, the Sales and Added Value Summary and/or the Sales and Added Value Detail reports may be more useful for getting the required information.

Shows all stored value transactions for each store for a user-defined period of time.

Many other stored value reports can be used in place of this report (and may be more useful), including the Reconciliation Detail, Redemption Detail and Sales and Added Value Detail reports.

Some merchants use this report as a daily data feed into a system/data warehouse and have it run and delivered on a schedule.

Shows information on transactions using the Instant Payments feature

Currently available only for Revel POS users

Read more about Instant Payments.

Shows total number of orders and credit card charges for your Web Card Sales program.

Shows all web recharges (both auto recharges and one-time recharges) of gift cards by guests.

Use to balance what you received from credit card transactions.

Choose from either a summary or detail report of coupon redemptions.

This report shows the number of successful coupon redemptions over a specified date range, for each coupon.

Shows a “big picture” of your loyalty program‘s status

Includes number of new enrollees, number of registrations and percentage of registered accounts that have opted-in

Includes totals for guest spending, number of visits and number of points accrued as well as the number of rewards accrued and redeemed

Report of all loyalty and comp card enrollments (activations).

Allows you to identify store’s rates and types of enrollments.

Shows total point accruals for the period for which the report is run

Displays totals for all add and internal wallets

Helps to determine effectiveness of your loyalty program by showing total volume

Shows all reward accruals done. (A reward accrual is defined as when a reward wallet is added to.)

Helps you determine the amount of rewards given to your guests.

Additions to comp cards show up in this report.

Can be sorted by store, tier, and reward type (wallet label) over a specific date range.

This report shows all redemption activity on rewards wallets.

Rewards wallets include “bonus” or “rewards” dollars wallets. It will NOT include redemptions of stored value.

Comp card redemptions are included in this report.

Helps you to identify trends in guest behavior

Reports on guests divided up into five equal groups or by visit rate.

Shows average visits, spending, and registration rates.

Shows each location’s guest activity including number of guests and average amount spent

Helps determine high and low performing locations

Gives outstanding liability for all reward/point/comp wallets by tier.

This report helps pick a set of customers based on random numbers (weighted by activity on a specified Wallet).

You can include all active cards within a card template of your choosing and give each of them a base number of credits for a no purchase necessary inclusion in a contest.

You can also pick a date range over which Wallet activity is summed and multiplied so that you can encourage guests to visit more frequently, or buy a specific product category (for multiple entries in the contest).

After the total number of credits are calculated for each eligible guest, a random number is calculated and used to pick contest winners in order. The output report shows the order in which contest winners were picked.

Before you use this report, you must clear contests and sweepstakes with your legal department. Individual states have laws relating to: eligibility, guest notification, contest rules, weighting, sales tax, etc.

Report of accruals/redemptions performed via a scheduled periodic rule.

This report shows all accruals/redemptions for the most recent execution of a scheduled periodic rule. This provides information that can be used for various purposes, such as bulk mailing to recipients of birthday rewards.

If you use a Bankable Points loyalty program (e.g. "Reward Yourself"), this report captures the summary version of point redemption in exchange for rewards.

Shows loyalty cards that have high levels of activity, which may indicate fraudulent use.

Note that this report only provides guidance, the cards identified are not always being used fraudulently.

This report is trying to identify suspicious activity based on three potentially fraudulent uses of loyalty cards.

Detects stored value (gift) cards that may have fraudulent activity on them

Note that this report only provides guidance, the cards identified are not always being used fraudulently.

This report is trying to identify suspicious activity based on three potentially fraudulent uses of gift cards.

Reports all of cashier activity.

You can track and analyze cashier activity over a specific date range and by card number.

Report shows cards with a combine card event withiin a certain period.

Helps users (typically corporate office) to identify cards that were combined during a certain period, which may indicate fraudulent use

Shows transactions that happened in Store and Forward mode, which may indicate fraud.

Reports all of voids associated with stored-value cards (gift cards).

You can see all the voids that occurred on a per store basis, by the void type.

Report provides information on transaction account.

Gives information on the transaction counts by transaction type. Information is used for monitoring volume/activity across stores, and to aid in accounting

Reports all of registered users by registration date.

Allows you to verify registered customers' information.

Identifies in-house charges by location.

You can compare the Paytronix and point of sale reports to identify discrepancies in information on in-house charges.

Reports all in-house charge related activity by store.

You can view all in-house charges by store over a specific date range. The information outputted can be used for billing purposes.

Will output all discrepancies between the point of sale system and the Paytronix server which have been reconciled by reversing the discrepant transaction.

Will include all store codes in the report which can help track account adjustments made based on the transaction variance.

Reports all discrepancies between the point of sale system and the Paytronix server.

You can view the different store codes in the report to identify any of these discrepancies.

This will help you identify potential training and software issues.

Report shows long transactions

Report shows long transactions by hour of day