Build: 2_459
Build date: 1-Feb-17

View the rewards balance for each of your customers in an Excel spreadsheet with the Rich Rewards Loyalty Balance Report.

To create this report, follow these steps:

Note: You must have Microsoft Excel 2007 or later installed on your computer to create this report.

  1. On the top ribbon, click the Reports
  2. In Report Area pane, click Customers, and then click Customer List.
  3. In the Report List pane, click Rich Rewards Loyalty Balance.
  4. In the Choose Report pane, click Next or press F12.
  5. In the Sorting Options pane, click Run Report or press F12.
  6. When the report is complete, an Excel file and includes the following customer information:
    • Name
    • Paladin Point of Sale account number
    • Address information
    • Phone number
    • Email address
    • Rewards balance