Prepaid Card Report: Balances (Graphical)

The Balances report provides a graphical and tabular representation of the total unused balance on prepaid cards purchased at your center in a selected duration.

To run the report:

  1. From the center level main menu, click the Reports tab.
  2. On the Reports Dashboard, click Marketing > select Prepaid Cards (from the filter).
  3. Select Balances report from the list.
    The report opens in a new tab.
  4. From the date drop-down list, select either 1, 2, 3, 6 months or custom.
    If you choose Custom from the list, then specify the custom dates in the From and To fields.
    Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
    Example:
    To view data from January to August, first view data from January to June and then view data from July to August.
  5. Click Refresh.
    The report provides balance data in the following formats:
      • Graphical: By default, the report displays a graphical illustration of the data. The vertical bar graph represents the balance on prepaid cards purchased at your center for each month in the selected duration.
        Example:
        In the following image, the vertical axis display the unused balances on prepaid cards and the horizontal axis display the months (in the following image the unused balances shown are for 3 months).
        expgraph2.jpg

      • Tabular: To view the data corresponding to the graphical representation (in a tabular format), click Data.
        Note: To export the data, on the top right corner of the table, click the Excel excel_icon.pngor .CSV csv_icon.pngicons.
        reports1.jpg
        A new window opens displaying the balances for each month in the selected duration.
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