Lifestyle - Financial Summary Report

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