Rewards

Transaction History

This tool lets you view rewards transaction history for account or customer programs. You can also make point adjustments to the account.

1. Click Rewards and select Transaction History.

2. The Rewards Transaction page opens, displaying all account numbers along with the points earned and points redeemed. You can limit the information that appears on this page. Click the box by which to limit and enter the limiting information. You can limit by:
   
   Name
   Total points earned
   Total points redeemed.

3. You can set filters for the limit information. For example, you can set a filter to only include information to a specific customer. To set a filter, click the down arrow to the right of the box and select a filter from the drop down box. For details, see Filtering Information.

4. To view a detailed report of Rewards earned, Rewards Redeemed, and Debits for an account, click the to the left of the name. Click to hide the report again.

5. You can also modify an account's points balance, click the beside the name to change. The detailed report displays. Click Add Adjustment.

1. Click the down arrow in the Type box and select Add points or Remove points.

2. Click the Points box and enter the number of points to add or remove.

3. Click the Reason box and enter the reason for the credit or debit to this account.

4. Click to apply this change, or to cancel.

See also:

Product Management

Program Management