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Web Management and Reporting

Managing your gift card and loyalty program is an important key to the success of your program. To that end we have developed the tools that you need to properly manage your program.

Your business will receive both daily and monthly reports. The Daily Batch report is printed directly from your credit card processing equipment or POS system. This report will produce a chronological list of all transactions plus a total count and total dollar amount by transaction type since the terminal was last settled. In addition, you will receive a monthly Corporate Summary statement that reports all transactions captured on the Valutec database during that time period as well as the total fees billed. You can receive the monthly report either by email, fax, or hard copy in the mail.

All merchants can also access the online custom reporting system by entering a user name and password. Reports are available 24 hours a day and are accurate to within a few seconds. Merchants can select from a wide variety of valuable reports, from store summaries to individual card usage within any date range. The Daily Batch report produces a chronological list of all transactions, a total count and total dollar amounts by transaction type occurring since the terminal was last cleared. All of the online reports are formatted so that you can neatly print them out on your standard printer for future reference.

Here is a list of the reports currently available:

A List of Location ID’s Provides a list of all merchant locations and their corresponding ID’s.
Active Cardholder Information Report Contains demographic information regarding the customer if this information was recorded on the Virtual Terminal.
Cards Expiring Contains a list of all expired cards and balance (if expiration feature used).
Cards Redeemed $$$ or More Contains a list of all cards that have been redeemed with at least X dollar amount or more.
Cards Redeemed ## Points or More Contains a list of all cards that have been redeemed with at least X points or more.
Cards with No Activity since MM-DD-YY * Contains a list of all cards that have no activity since X date.
Corporate Pooling Contains credit and debit details for those merchants that have elected to participate in Corporate Pooling.
Corporate Pooling: Individual Location * Contains credit and debit detail specific to locations participating in Corporate Pooling.
Location Pooling Contains credit and debit detail for merchants that have elected Location Pooling.
Location Pooling: Individual Location * Contains credit and debit detail specific to locations participating in Location Pooling.
Merchant Card Balance Contains a list of all outstanding card numbers and balances.
Merchant Daily Totals Contains a listing of Store Transactions by Location.
Monthly Franchise Summary * Contains location summaries by account number.
Monthly Location G/L Statement * Contains gift loyalty monthly statement for one location.
Monthly Merchant G/L Statement Contains gift loyalty monthly statement overview for all locations.
Monthly Merchant Location G/L Statement * Contains gift loyalty monthly statement overview as well as an individual statement for each location.
Transaction Detail by Card * Contains a transaction history for one card.
Transaction Detail by Location * Contains transaction detail for one location by date range.
Transaction Detail by Merchant Contains transaction detail for all locations by date range.
Transaction Detail VRU Contains transaction detail of all transactions done on the voice response by date range.
Transaction Detail VRU
Unformatted Transactions by Location *
Contains transaction detail by location. This report is unformatted and can easily be sorted in Excel.
Unformatted Transaction by Merchant Contains transaction detail by merchant. This report is unformatted and can easily be sorted in Excel.
* Indicates reports that are available to individual locations.

Your customers will also have the convenience of going online to check their up-to-the-minute balance on their card. That way they will be comfortable in presenting a card at your business knowing exactly what balance remains on their card. We are able to provide your webmaster the code so that they can place a link directly from your website.

As an option, we can also set your business up to be able to utilize the Valutec Virtual Terminal. Virtual Terminal is a web-based transaction processing & customer data-mining solution.

It allows you to process all of the same transaction types on the web as you do with a physical terminal—with one additional feature. Demographic data can be entered for each cardholder so that customer purchase activity can be stored, “mined” and used to target marketing offers to specific groups of customers. This capability is especially useful for Reward Card programs where linking card use with specific customers is useful.

For any questions you have please feel free to contact Kevin either via Email or by calling 800-717-1245.

 

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