Rise creates a liability report of all of the transactions done through our platform, to help you with accounting and management.
In this article we cover-
- How to create a report of all outstanding Store credit liability in your store.
- An overview of the report’s different tabs and metrics.
How to create a store credit report
To create a report, go to your Rise dashboard -> Store credit tab, and click export.
This will then open a pop-up that will ask for your email address and once entering your email address, the report will be sent to you (it may take up to two hours).
Overview of all tabs and metrics-
Instructions tab- In this section, you have a detailed explanation of all the different terms that appear in the report and an explanation of the report structure.
Liability report- In this section, you have the total liability issued by the store. Here, you will be presented with a break down of all active store credit including gift cards bought in-store, loyalty rewards, bulk gift cards, manually issued store credit, and refunds.
Note that this section shows the total amount of store credit, including credit that has expired. In the Gift Card section, you can find all of the expired credit and deduct that from the total amount.
Gift Card- In this tab, you get a report of all of the gift cards and loyalty cards in your store. It will show you the customers’ details, when the gift cards were used, on which products and any notes attached to the gift card.
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