Transaction Summary

This section displays all member transactions over a specified time frame, including transaction date, points credited/debited, running balance, transaction type, and narration.

How to Access the Transaction Summary

Step 1: Navigate to Members and select the specific member whose transaction details you wish to view.

Step 2: Click on Action > View and scroll down to the Transaction Summary tab.

Transaction Details Available

• Description – A brief explanation of the transaction.
• Amount – The value of the transaction in the currency set for the platform. This represents the monetary value of the transaction before conversion to points.
• Points – The number of points earned or deducted, equivalent to the transaction amount. This helps track member rewards and redemptions.
• Transaction Date – The exact date when the transaction occurred. This is crucial for tracking past transactions.
• Processing Date – The date on which the transaction was processed in the system. Sometimes, transactions are logged and processed on different dates.
• Transaction Type – Indicates whether the transaction was a debit (points deducted) or a credit (points added). This classification helps in monitoring accruals and redemptions.
• Narration – A detailed explanation of the transaction, including references, reasons, or any additional details provided by the system or administrator.

Filtering and Exporting Transactions

Step 1: Use the calendar tab to set a custom date range and filter transactions accordingly.

Step 2: Click on the three-dot icon to export the report. You can

• Export Transaction History
• Export Accrual Data
• Export Redemption Data
• Export Expiry Data

Step 3: All the four reports will be exported and will be available under Reports > Transaction, where you can:

• View the detailed breakdown of transactions.
• Share the report by entering the recipient’s email.
• Delete the report if it is no longer needed.

Viewing and Downloading the Report

When you select View, you will be taken to a detailed report view displaying all transactions for the selected period.

To download the report, click the Download button at the top of the page.

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How does this data get synced with Loyalife?

This data gets synced through a TXN file on the SFTP or by the API. To learn more about the TXN file, go through the rule engine documentation here: Rule Engine