Merchant guide
Learn onboarding, operations, redemption, and settlement workflows.
Reports
Available export formats differ by market—use only corporate-approved tools to share files.
Description
Finance team: map each column to your GL before you automate imports. Ops: use weekly PDFs in leadership meetings, not screenshots of live lists.
Steps
- Navigate to Report or Reports under Earnings (or standalone).
- Choose report type—common: summary by day, by deal, by store in brand view.
- Set from / to dates; mind timezone if you span regions.
- Preview on screen; fix filters if rows look 10× off (usually wrong store).
- Download if offered—name files with
StoreName_YYYY-MM-DDfor audit trails. - Distribute only through company storage; redact PII if your policy says so.
- File anomalies (spikes, zero days) with timestamped notes—attach to Support when platform-side.
Screenshot: date picker + export button.
If something goes wrong
- Download empty: widen dates; confirm you had activity in scope.
- Numbers disagree with Transactions: some reports are net of fees—read column headers literally.