Customers & Loyalty
Account Balances
Every customer's current account or points balance, at the moment you run the report.
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About
The Account Balances report lists every customer with their current account or points balance at the time you run it. It's for companies using the Cinchio Back Office gift card, accounts, guest charging or loyalty modules, and gives you a quick way to keep an eye on balances.
Open it from Reports & Analysis > Customers & Loyalty > Account Balances. What it shows depends on the filters you choose.
Get it by email
Save this report as a saved report and schedule it to be emailed to you regularly.
Filters
Choose these before you run the report.
The customer types to include.
Not currently supported.
Sort customers by First name, Second name or Company.
Tick to include customers marked as deleted.
Tick to include customers flagged as inactive.
Report Output
A list of customers and their balance information.
Same for every reporting profile
This report looks the same whichever reporting profile your company uses.
Columns
The customer code, such as a card number or QR code ID.
The customer's name.
The customer type the customer belongs to.
The company linked to the customer, if any.
Whether the customer is marked as deleted.
Whether the customer account is currently active.
The current loyalty points balance, if any.
The current account balance, if any.
The account's credit limit, if any.
How much the customer can currently spend, based on their credit limit and balance.
When the customer's latest transaction took place.