Transaction Detail

The Transaction Report is a detailed document that provides insights into all transactions within a specified period. It includes data such as transaction dates, points earned or redeemed, and the type of transaction.

Filter for the Transaction Detail Report

Before running the report, you can apply the following filters to customize the data:

• Transaction Date Range: Specify the start and end dates for the transactions you want to include. These dates represent when the transaction happened in the source system.

• Last Modified Date Range: Set the date range for when transactions were last modified.

• Locations: Select the specific locations for which you want to view transactions. You can run the report for all locations or narrow it down to specific locations.

• Location Groups: Choose a location group (e.g. you can create groups for franchises, regions, etc) to view the transactions for locations within a given group.

• Earn Perks: Filter transactions based on earning perks, including standard perks, bonus perks, and inactive perks.

• Redeem Perks: Filter transactions based on redemption perks, including standard redemptions, instant rewards, referral offers, and inactive perks.

• Classification: Filter only be earn or redeem transactions.

• Status: Include transactions based on their status, such as active or voided.

Columns in the Transaction Detail Report

• Customer Name

• Customer Email

• Membership Status: Options include Active, Inactive, or None. Only applicable to businesses using memberships.

• Membership ID: The external ID of the member. Only applicable to businesses using memberships.

• Membership Type: The member's membership type. Only applicable to businesses using memberships.

• Type: The type of perk for this transaction (e.g. Standard, Point adjustment, Progress activity, etc)

• Title: The title of the perk.

• Transaction Date: The date of the transaction from the source system.

• Created Date: The date the transaction was created in Perkville.

• Last Modified Date: The date the transaction was last modified in Perkville. Primarily applicable to transactions with a status of Void.

• Location Name: The name of the location at which this transaction took place.

• Quantity: The quantity applied to this transaction.

• Total Points: The total points for this transaction, which is the quantity multiplied by the perk's points.

• Status: Options include Active and Void.

• Unique ID: The unique identifier given to this transaction. This not only prevents unintended duplicates, but also often includes identifiers from the source system (like checkin ID)

Generating the Report

To generate the Transaction Detail Report:

1. Navigate to the Reports section in your Perkville dashboard.

2. Select Transaction Detail from the list of available reports.

3. Apply the desired filters and choose your date range.

4. Click Run Report to export the data as a CSV file for further analysis.