This report shows the opening balances, total sales, total redeems and closing balance for the overall program. By default the start date is the day the Program launched (balance transfers are not included).
Steps:
1. You should be able to access it by going to Reports -> Insight Reports, at which point the report should be listed in a panel on the left of the page. If you do not see this option please contact the Super User within your company to allocate this for you.
2. Click on required report ‘Open and Closing Balance Report’ and the following screen will appear:
3. You can select ‘To’ date & currency.
4. Once you have all criteria selected click ‘View Report’ on the right hand side – the following screen is returned:
5. Opening Balance, Total Sales, Total Redeems & Closing Balance figures are returned on screen. You can also now export to Excel, PDF or CSV.
If you require monthly figures please run the Moving Balance Report where you can enter a From and To date. If you don’t see this report on your list of Insight Reports within Connect Manager please submit a request to have this report added.