Prepaid Card Report: Sales (Graphical)

The Sales report provides graphical and tabular representation of data for prepaid card sales in the selected duration. The report considers only closed invoices and payments made using cash, checks, credit cards, gift cards, prepaid cards, or custom payments.

To run the report:

  1. Ensure you are at the center level.
  2. Click the Reports tab.
    The Reports Dashboard appears.
  3. Click Marketing > select Prepaid Cards from the filter.
  4. Select the Sales report from the list.
    The report opens in a new tab.
  5. From the Date drop-down list, select either 1, 2, 3, 6 months or custom.
    If you choose Custom from the list, 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 see data from January to August, first view data from January to June and then view data from July to August.
  6. Click Refresh.
    The report provides prepaid card sales data in the following formats:
    • Graphical: By default, the report displays a graphical illustration of the data. The vertical bar graph represents the amount realized from prepaid card sales for the specific months selected.
      Note: The graph does not show the quantity of prepaid card sold for the period. View the tabular format below to get this data.
      Example:
      In the following image, the vertical axis display the sales from prepaid cards and the horizontal axis display the months.
      In the example prepaid card sales for 3 months is displayed.
      salesreport2.jpg
    • Tabular: To view the data corresponding to the graphical representation in a tabular format, click Data.
      A new window opens, displaying the sales for each month in the selected duration. The following data displays in the table:
      • Month: Displays the name of the month based on the filter criteria selected.
      • Prepaid card sales: Displays the amount generated on prepaid card sales for each month in the selected duration. This includes only closed invoices and payments made using cash, checks, credit cards, gift cards, prepaid cards, or custom payments.
      • #Prepaid cards: Displays the quantity of prepaid cards sold in the month.

      Note: To export the data, on the top right corner of the table, click the Excel excel_icon.pngor .CSV csv_icon.pngicons.

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