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The Transactions page displays all reward activity across your partnerships. You can search for specific members, filter by transaction type, partner, and status, and view detailed information about each transaction. Transactions Date Range Select a custom date range to view transactions for a specific time period. Member ID Search for transactions by entering a member’s loyalty program ID. Member Name Search for transactions by entering a member’s name. Filter by Type Filter transactions by activity type:
  • All: View all transaction types
  • Earn: View only point earning transactions
  • Redeem: View only point redemption transactions
  • Transfer: View only point transfer transactions
Filter by Partner Select specific partners to view their transactions, or select All to view transactions across all partners. Filter by Status Filter transactions by their current status. Clear Filters Reset all filters to their default state.

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Transaction Table

The table displays detailed information for each transaction and can be sorted by column:
  • Date: The date the transaction occurred
  • Time: The time the transaction occurred
  • Member Name: The name of the member
  • Partner Name: The partner associated with the transaction
  • Type: Transaction type (Earn, Redeem, or Transfer)
  • Reward Amount: The number of points involved in the transaction
  • Transaction: The dollar value of the transaction
  • Status: Current status of the transaction (Completed, Pending, etc.)
  • Actions: Click the menu icon to access transaction actions

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Transaction Actions

See Details Opens a detailed view of the transaction showing:
  • Transaction ID
  • Date and time
  • Member name
  • Loyalty program member ID
  • Partner name
  • Transaction type
  • Reward amount
  • Reward value in dollars
  • Status
Reverse Reverses the transaction. For Earn transactions, this removes the points from the member’s account. For Redeem transactions, this refunds the points back to the member. For Transfer transactions, this reverses the point movement in both the source and destination accounts.

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Export

Click the Export All button to download all transactions matching your current filters as a CSV file.