Shared Smart Card Accounts report

The Shared Smart Card report is a report that lists all accounts that are sharing a Smart Card.

  1. From the Report module, select the Report Option in the lower-left corner of the screen. The Report Option screen displays.
  2. Select the terminal from the top drop-down list.
  3. Select the type of report you want to generate: On Demand, Daily, Weekly, Monthly or Yearly.

Note: The Daily, Weekly, and Monthly tabs set the date ranges for those reports; that is, they will set for the current day, week or month.

  1. Select Shared Smart Card Accounts from the Available reports list.

Tip: To find the report quickly, you can start to type it out and the cursor drops down to the name of the report that you are typing out.

  1. Select the > button to move the report to the Selected Reports list.
  2. Select Close.
  3. Select the report you just picked from the Report List on the left-hand side.

Note: If you don’t see your report listed, make sure the button for the type of report you are running is selected so that the report you select above in step 3 displays in the Report List to the left.

  1. Start typing the member’s name in the Sold To field then select it from the drop-down list.
  2. Select Customer Class and Customer Type as needed from the Scope section.
  3. To Exclude Expired Smart Cards or Include Sales Notes select those respective checkboxes.
  4. Select from the Store group drop-down field the group.
  5. Select Store Code checkboxes as needed.
  6. Select Display. The report displays.

Note: If no records were generated a message displays noting that “the report did not return any data…”

Tip: You can print this report or download it as an Excel, PDF, CrystalReport, Rich Text, Word or HTML file.