To improve the efficiency of your monthly and annual financial settlement, you can export the Store Credits Report to view a comprehensive store credit record for accounting reconciliation.
In this article, you'll find:
1. Export Store Credits Report
Step 1
In the SHOPLINE Admin, go to [Report & Analytics] > [Report Export]. In the "Online Store" tab, select Store Credits Report.
Step 2
Select the report date range you want to export, then click Export.
*Notes:
- The initial data are available as far back as 1 Jan 2022.
- The report date range can be selected for up to one year.
- The latest data is recorded up to the day before the report export is executed.
Step 3
You can click here in the pop-up reminder at the top right to check the exporting progress.
Alternatively, you can check the progress in [Report & Analytics] > [Bulk Action Process]. Click Download to get the report when it is available.
*Note: The report is available to download for 7 days from the date of export.
Step 4
The system will send a download link to your email for the Store Credits Report. Click Download to get the report.
*Note: The link is available for 7 days from the date of mail delivery.
2. Report details
The Store Credit Report is shown below. You can find the data by month; click to view each month's store credit types and details.
[Coming Soon] Member Profile Completion Reward Credits
Metrics and descriptions
| Manual Assign Credits | Store credits assigned through apps, and customer groups; credits assigned individually/in bulk. |
| Welcome Credits | Store credits for new members |
| Birthday Credits | Store credits for member's birthday |
| Member Referral Credits |
2 types of reward credits - when the customer successfully signs up via the referral link and make purchases from the referral |
|
[Coming Soon] |
Credits for members completing the rest of the profile information |
| Fill in Member Info Reward Credits | Store credits for filling in information at the retail store (Smart OMO) |
| Order Reward Credits | Order Reward Credits and [Coming Soon] Reward Campaign store credits |
| Revert Credits | Reverted credits due to order cancellation and split. |
| Product Review Credits | Reward credits for completing product reviews. |
| Manual Deducted Credits |
Credits deducted manually in the SHOPLINE Admin. |
| Order Applied Credits | Credit used by customers when placing an order at the storefront |
| Expired Credits | Credits that have expired. |
| Total Assigned Credits | The sum of all assigned store credits |
| Total Deducted Credits | The sum of all negative store credits |
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