Prepaid Card Report: Expirations (Graphical)

The Prepaid Card Expirations report provides a graphical and tabular representation of the total amount due to expire 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 Expirations (Graphical) 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.
    Note: The report projects data for the current month and the approaching months in the selected duration (it does not show data for past months). For example, if you select 3 months from the filter criteria and the current month running is December 2016, the report displays the data for December (current month), January 2017, and February 2017.
  5. Click Refresh.
    The report provides data in the following formats:
    • Graphical: By default, the report displays a graphical illustration of the data. The vertical bar graph shows the total amount going to expire on prepaid cards for each month in the selected duration.
      Example:
      In the following image, the vertical axis displays the total value going to expire and the horizontal axis displays the months (in the below image 2 months).
      expgraph3.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.
      expgraph1.jpgA Report Data table opens in a new window. The table displays the following data:
      • Month: The month based on the filter criteria selected.
      • Balance Amount: The total amount due to expire on prepaid cards purchased at your center for each month in the selected duration.
      • Num expirations: The number of prepaid cards going to expire in each month.




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