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The Transaction Table

Understanding the performance of your business by studying the transaction volumes.

Written by Cristian Rodriguez

The transaction table gives you a clear, organized view of everything that happens in your loyalty program — from points awarded to rewards redeemed.

What each transaction shows

  • Date and time of the transaction

  • Customer name and card

  • Transaction type (points added, reward redeemed, manual adjustment, expiration)

  • Points before and after

  • Purchase amount (if entered by the scanner)

  • Scanner that processed the transaction

  • Receipt code (if required)

How to use it

Go to Analytics → Transactions or access it from Loyalty → Activity. Filter by date range, customer, scanner, or transaction type. Use it to verify specific transactions, resolve customer disputes, or audit scanner activity.

Exporting data

You can export the transaction table to CSV from the same view. Useful for accounting, tax reporting, or deeper analysis outside the Dashboard.

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