CTL - ISSUED Store credits CSV request | Voters

CTL - ISSUED Store credits CSV request

complete

Melissa Warner

CSV - Be able to sort by date - headers: Amount, Customer name, and Comment entered

July 14, 2020

(Term) Ashley Cripps

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complete

Melissa Warner

Hey hey Friend- the team is looking into this request and looking for some additional information. 
Is this something along the lines in what you were thinking for this feature? 
Option to sort by date -
Headers
Customer Name
Amount issued
Amount Used
Comment Entered when issued credit

Shayne Langford

Melissa Warner: Yes, knowing which customers have used or issued credits over a period would be useful to us.

Melissa Warner

Merged in a post:

Report for credits given

Tricia McDonald

Hi! We need a report to show credits given/redeemed during a specified date range. For tax purposes, this would be incredibly helpful ASAP!

July 22, 2020

Lindsey Schocke

Merged in a post:

Balance Reports

Courtney Karban

Would love reports on who has outstanding balances and with the description info on them. I use them for marketing purposes and it would be nice to pull a report to show who received what balances and why.... also a great way to track returns to store credit. I would also use it to market shoppers who have balances on their account to use for shopping!

July 10, 2020

Lindsey Schocke

Merged in a post:

Reporting: Totals per Coupon Used and Account Credits Used

Monica

Year end reports to show totals per coupon used and total account credits used.

July 10, 2020

Lindsey Schocke

Merged in a post:

Detailed Report for Account Credits Given

Pamela Dean

June 26, 2020

Jennifer Baker Cheshier

would love to be able to track for giveaways and such

Blushingcactusboutique

I was just coming to request this!!! This is an absolute MUST!!!! We give way too much money away to have no way to track it 😭😭😭