This is the equivalent of a card file report but with the ability to point at a specific date in the past.
It is now broken down into 2 reporting views:
- Card Breakdown Report (Activating Mid View)
- Card Breakdown Report (Card View)
The reports show balance for each card/Mid at the chosen date linked to the activating MID.
The reports show card load values, card redemption values and the net balance from day 1 to that date chosen.
The Card Breakdown Report (Activating MID View) is the activating merchant-level roll-up of the "Card Breakdown Report (Card View)" report. Using the selected parameters (currency and To date range), it aggregates per-card metrics into a single header row for each activating Merchant, so you can see totals at a glance.
The report shows an overall sum of the balance on all cards activated at this merchant, as well as first/total sales amount at this merchant and first/total redemptions at this merchant.
The report is a summarised version of the "Card Breakdown Report (Card View)" report.
Note: The start / from transaction date is assumed to be the start date of the customer program.
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 ‘Card Breakdown Report’ and the following screen will appear:
3. The following fields can be amended:
• To Transaction date = enter a date or click the pop up calendar to assign a date - Note this report will run FROM when your programme was set up as default
• Currency = choose which currency (if you have multiple currencies this will be a dropdown bar) you wish to run the report against
4. Click ‘View Report’ on the bottom right hand side and the report is returned on screen. You can view the report here or export to Excel, PDF & CSV same as previous reports (we recommend CSV) :
5. To export to CSV please click the disk icon and choosing the CSV option in the top left hand