Points Financial Summary report with information of:

  • All transactions
  • Point of Sale transactions
  • Online transactions
  • Allocation Transactions


Use for accounting/auditing processes


Quick Process

  1. {Directory} --> [Accounts] --> [Accounts Reports]
  2. Financial Summarry Report --> Enter Date Range
    • Select Include All or
    • Select Approved Only
  3. Select [Create Excel] --> [Download]
  4. Open file
  5. Review report


Step-by-Step Process


1. {Directory} --> [Accounts] --> [Accounts Reports]


2 & 3. Points Balance Report --> Enter Date Range & Select [Create CSV] --> [Download]

  • Select Include All or
  • Select Approved Only

4 & 5. Open file & Review report