Below is a screenshot of all the reports available to you

   1.  Clients Online (Location Report)

On this report you can see what is happening at every location

  a.  Location name: which location the transactions are happening at.

  b.  Transaction Type: did they do a balance enquiry; enrol a new client or a gift issuance etc.

  c.  Transaction shows how many times a specific transaction type has been performed.

   2.  Customers Online

This shows which customers have been in your store on a specific day, there might be 2 or more lines per customers, it just depends on how many transactions were done per customer eg. If you did an Enrollment, gift issuance, balance enquiry the customer would show up three times, you can also narrow it down to certain dates if you wish.

   3.  Transaction Report

This is the report looked at most often, it shows you the type of transactions done, if a transaction was successful or failed you can pick it up here in transaction status, it tells you the time the transaction among other important transaction details which you can see below.

   4.  Transaction custom fields

If you chose to create custom fields you can see the details here, eg you created a custom field asking a customer their favourite colour you would be able to see the answers for each customer in this report

   5.  Line Item Report

This report can be seen if your Loyalty Box is integrated into your point of sale. You are able to see which line items the loyalty customer purchased during their sale


   6.  Rules Report

In This report you can see if your rules are firing successfully, if they are not then you know there is something wrong, if you have more than one rule you can see which rule was run under the rule column. You can also see which location it was run at among other useful information as seen below.

   7.  Xml Dashboard

This one can get confusing but basically if the column is green the transaction was successful

If it is red it was not successful and it tells you what was wrong, in the case below the card number either did not exist or it was typed in wrong or the card set is not linked to your program (see getting started guide)