Plum keeps track of all the transactions of Xoxo Reward Points, Xoxo Reward Codes, Xoxo Reward Links, Perks History, and Gift Card Reports and allow you to check the status of your transactions along with details like invoice date, amount, invoice note, balance, and comments. You can also view the redemption history of the recipients.
Plum diligently keeps track of all transactions involving Xoxo Reward Points, Xoxo Reward Codes, Xoxo Reward Links, Perks History, and interactions via the Xoxo Rewards API. Through detailed reports, users gain insight into the status of their transactions, including crucial details such as invoice dates, transaction amounts, invoice notes, current balance, and any accompanying comments. Additionally, users have the ability to delve into the redemption history of recipients, providing a comprehensive understanding of reward utilization.
Accessing Reports as an Admin
To access the plethora of reports available as a Super Admin, users simply need to navigate to the designated “Reports” section within the admin dashboard's navigation menu. Super Admins are granted access to a wide array of reports encompassing various transactional activities within the organisation.
🚧 Admins view only their rewards
Note: Admins view only their sent rewards, while Super Admins access all reports.
It's important to note that while regular Admins are limited to viewing reports related to rewards they've issued, Super Admins have the privilege of accessing all types of reports, providing a more holistic view of organisational activities.
Navigate to the “Reports” section in the admin dashboard's navigation menu as a Super Admin.
Access various reports covering organisational transactions.
Review scheduled future rewards and cancel them if needed.
Download reports via the “Download” button in the top right corner.
In addition to viewing transactional reports, users can also manage scheduled future rewards, with the ability to cancel them if necessary, offering flexibility and control over reward disbursements.
Furthermore, users can easily download reports by simply clicking on the “Download” button located in the top right corner of the page, facilitating seamless access to comprehensive transactional data.
Exploring Payment Details
Checking Payments
Click the Wallet icon in the navigation menu.
Select Transaction history.
Use filters to customize payment reports.
View details like Invoice, Amount, Recharge, Date, and Status.
Export reports to Excel and email.
Note: Upon accessing the “Reports” section, users will encounter a screen similar to the one depicted in the provided image.
To delve into payment details, users can simply click on the “Transaction History” option under the "Payments" section, initiating a deeper exploration into payment-related activities.
👍 Pro tip
Once within the payment report interface, users have the flexibility to customize their view by utilizing various filters to cater to specific requirements. This customization empowers users to extract pertinent information efficiently.
The payment section provides detailed insights into transactions, including invoices, amounts, recharge entities, dates, and statuses, ensuring a clear financial overview.
Users can export payment details in Excel format directly to their email for easy access and analysis.
These reporting features empower users to monitor and manage transactions effectively, promoting transparency, accountability, and informed decision-making within Xoxoday Plum