Mag Card Reports

Mag Card Reports

Mag Card Reports

This article provides an overview of the various reports available in RTS under Reports > Inventory.

This section covers reports related to magnetic stripe cards, including gift cards, loyalty cards, and membership cards. These tools help track card activity, manage balances, view membership and sales data, and monitor system-wide statistics. Whether you're analyzing daily usage, reviewing expired cards, or checking outstanding loyalty balances, these reports provide a comprehensive look into your card-based transactions and customer engagement.

Activity Log

  1. Reports > Mag Cards > Activity Log
The Activity Log Report provides a comprehensive view of card activity for magnetic stripe cards, highlighting the frequency of card swipes over a designated date range. It ranks cards by swipe count, showing the most active cards at the top of the list.
To streamline the report, the "Only include swipes more than" checkbox lets you filter out cards with low swipe activity, making the report easier to navigate. This is particularly useful for identifying highly engaged customers or spotting any potential misuse of the loyalty card system by staff.
This report is invaluable for tracking loyalty program usage, identifying trends, and monitoring card activity. Below is the detailed breakdown of the report:
  1. Breakdown:
    1. Card Number: The unique number associated with each gift card.
    2. Sold: The total amount of money added to the card during a transaction.
    3. Redeemed: The total amount of money spent or removed from the card.
    4. Item Credits: The amount of item credits earned through the loyalty program.
    5. Item Redeemed: The amount of item credits used or redeemed.
    6. Points Earned: The total number of reward points earned by the cardholder.
    7. Points Used: The total number of reward points redeemed by the cardholder.
    8. Tickets Earned: The amount of ticket credits earned.
    9. Tickets Used: The amount of ticket credits that have been redeemed.
    10. Total Swipes: The total number of times the card was swiped/used.




Card Details

  1. Reports > Mag Cards > Card Details
The Card Details Report provides a comprehensive list of all cards in the system, displaying specific card information that helps track and manage gift card usage. You can filter the report to show either all cards or only those used before a specified date.
This report is essential for determining card activity and balance history, and it helps ensure that card data is accurately maintained. Here's the breakdown of the report:
  1. Breakdown:
    1. Location: Displays the location associated with the card if multiple locations are set up for reporting.
    2. Number: The unique number assigned to the gift card.
    3. Issue Balance: The balance on the card when it was first issued.
    4. Issue Date: The date the card was issued to the customer.
    5. Last Debit Change Date: The date when the card's debit amount was last updated.
    6. Balance As Of: Shows the balance remaining on the card as of the specified date.
      1. The first Balance As Of is for the date specified when running the report, and the second Balance As Of is for the current date.



Current Balances

  1. Reports > Mag Cards > Current Balances
The Gift Card Current Balances Report provides a detailed view of the remaining balances on magnetic stripe cards (mag cards).
This report can be customized by specifying a date range by unchecking the "All Cards" checkbox and filtering out cards with a remaining balance of zero by unchecking the "Exclude Zero Balances" checkbox.
The report is helpful for tracking active gift cards and ensuring that balances are managed appropriately. At the bottom of the report, the total outstanding balance across all cards is displayed, offering a quick overview of remaining funds.
  1. Breakdown:
    1. Card Number: Displays the unique number assigned to each card.
    2. Balance: Shows the remaining balance on each card.
    3. Created: The date the card was created in the system.
    4. Last Used: The most recent date the card's balance was adjusted.



Daily Log

  1. Reports > Mag Cards > Daily Log
The Daily Log Report provides a comprehensive overview of all mag card transactions within the specified date range. This report includes detailed information about each transaction, such as the card number, transaction date, amount, receipt number, transaction type, and whether the amount was manually added or earned through the loyalty program.

Additionally, it displays any items redeemed, the user who processed the transaction, the expiration date of the card (if applicable), and any associated reasons (if provided).
This report is useful for tracking and auditing mag card activity on a daily basis.
  1. Breakdown:
    1. Card: The unique number associated with the gift card.
    2. Date Used: The date when the transaction occurred.
    3. Amount: The monetary value added or removed from the card in the transaction.
    4. Receipt: The receipt number associated with the transaction.
    5. Type: The type of transaction (typically shown as DEBIT).
    6. Manual: Indicates whether the balance was manually added or earned through loyalty.
    7. Item: The item associated with the redemption (if applicable).
    8. User: The employee who processed the transaction.
    9. Expiration: The expiration date of the card, if it exists.
    10. Reason: Any reason provided for the transaction (if applicable).




Expired Summary

  1. Reports > Mag Cards > Expired Summary
The Expired Summary Report is used to view mag cards that have not been used since a specified date, allowing you to identify dormant or inactive cards. It’s helpful for tracking old balances and managing outstanding liabilities.
  1. Options:
    1. Show All Cards: Includes all cards used before the specified date.
      1. Unchecked: Enables a filter to display only cards with a Balance Less Than a specified amount.
    2. Include Never Used: Adds cards that were issued but never used to the report.
  2. Breakdown:
    1. Card Number: The unique identifier assigned to the mag card.
    2. Balance: The remaining balance on the card.
    3. Last Used: The most recent date the card was used.
This report provides a clear overview of inactive cards and can be useful for auditing purposes or customer outreach initiatives.



Individual Card Log

  1. Reports > Mag Cards > Individual Card Log
The Individual Mag Card Log Report provides a detailed overview of all transactions associated with a specific mag card within the last year. This report is useful for tracking the history of a particular card, showing every transaction—whether it's a purchase, redemption, or balance adjustment—during the specified period.
By running this report for an individual card, you can gain insights into how the card has been used, including the amounts, transaction types, and any associated user actions.

When loading the Individual Mag Card Log Report, you will be prompted to enter the specific card number for which you want to generate the report.
You can enter the card number manually, swipe the card, or scan it, depending on the type of card provided. This flexibility allows you to quickly and easily generate the report for any given mag card.
  1. Breakdown:
    1. Date Used: The date and time when the transaction occurred.
    2. Amount: The monetary value added or removed from the card in the transaction.
    3. Receipt: The receipt number associated with the transaction.
    4. Type: The type of transaction (e.g., purchase, redemption, manual addition).
    5. Manual: Indicates whether the balance was manually added or earned through loyalty.
    6. Item: The item associated with the redemption (if applicable).
    7. User: The employee who processed the transaction.
    8. Expiration: The expiration date of the card, if it exists.
    9. Reason: Any reason provided for the transaction (if applicable)




Lookup Registered Card

  1. Reports > Mag Cards > Lookup Registered Cards
    1. (This can also be viewed from the selling screen Menu > Lookup Registered Cards)
The Lookup Registered Card window allows you to search for registered mag cards based on various criteria, such as name, address, zip code, or ID fields.
You can use multiple search terms, but keep in mind that all entries must match in order to retrieve the card numbers.
This window also gives you the ability to update customer information directly in RTS (note that this functionality is not available in Web Reporting).

Additionally, if you're in the selling screen, clicking the Add button provides several options, including Add Points, Add Money, Add Items, Add Passes, and Add Card to Register, enabling you to modify the card’s details as needed.
  1. Breakdown:
    1. Search Criteria: Allows you to search for a registered card using the provided search terms.
    2. Lookup By ID: Search for a card using the member's ID.
    3. Lookup By Number: Search for a card by its unique card number.
    4. Open Keyboard: Opens the on-screen keyboard for easy entry.
    5. Search: Initiates the search function.
  2. Search Results:
    1. First/Last Name: Displays the cardholder's first and last name.
    2. Card Number: The unique number assigned to the card.
    3. Points: The balance of ladder points the card holds.
    4. Spendable: The spendable points balance the cardholder has.
    5. Discount: The discount percentage the cardholder has assigned.
    6. Debit: The remaining monetary balance on the card.
  3. Additional Tabs:
    1. Customer Info: Displays the customer's registered information, which can be edited via the Edit Card button.
    2. Money Credits: A list of any monetary credits linked to the card.
    3. Membership Info: Information regarding current and past memberships associated with the cardholder.
    4. Ticket Credits: A list of any ticket credits linked to the card.
    5. Item Credits: A list of any item credits linked to the card.
    6. Card Log: Displays recent transactional data for the card, similar to the Individual Card Log.
This feature provides comprehensive access to a registered card's information, making it easier to manage customer details and transactions.



Member Information

  1. Reports > Mag Cards > Member Information
The Member Information Report allows you to look up details of registered users, including their card information.
If you want to focus only on cards that were registered during a specific date range, be sure to check the Filter By Dates Created option.
This will limit the results to only those cards that were registered within the selected date range.




Membership Sales

  1. Reports > Mag Cards > Membership Sales

The Membership Sales Report provides a detailed overview of membership sales over a specific period.

It should be run at the mag card server location (if applicable), as it primarily tracks paid membership tiers.
Due to the nature of mag card servers, the report does not display information about the employee who sold the membership.
If a mag card server is used, the employee will be listed as "UNKNOWN" because their information cannot be matched in that system.

This report consists of three sections:

  1. Daily Sales: Displays all sales within the date range, grouped by day.

  2. Summary: Lists all memberships sold during the date range, without grouping by day.

  3. Membership Details: Available by selecting the Show Details checkbox, this section provides detailed information on each membership card sold within the date range, including the specific card associated with each sale.





Online Gift Purchases

  1. Reports > Mag Cards > Online Gift Purchases
The Online Gift Purchases Report window provides the ability to filter, sort, and search through a log of all gift card purchases made online at your location. This report displays a wide range of transaction details for each purchase, helping you locate specific transactions within the system.

The report also offers features for reprinting mailing slips for physical gift card purchases, as well as resending virtual gift card emails to customers.
  1. Resending Virtual Gift Cards:
    1. If a customer has trouble locating their virtual gift card email, you can resend it either to the same or a different email address.
  2. To Resend to a New Email:
    1. Navigate to Reports → Mag Cards → Online Gift Purchases.
    2. Set the Start Date and End Date to the transaction date (you can set both to the same date if you know it).
    3. Press Search to load the transactions.
    4. Right-click on the order in the list.
    5. Select Send to New Email.
    6. Enter the new email address.
  3. To Resend to the Same Email:
    1. Navigate to Reports → Mag Cards → Online Gift Purchases.
    2. Set the Start Date and End Date to the transaction date (you can set both to the same date if you know it).
    3. Press Search to load the transactions.
    4. Check the box next to the transaction.
    5. Click the Resend Virtual Gift Card button at the bottom.
  4. Reprinting a Mailer Slip
    1. Navigate to Reports → Mag Cards → Online Gift Purchases.
    2. Set the appropriate Start Date and End Date, then press Search to find the transaction.
    3. Check the box next to the transaction(s) for which you want to reprint the mailer.
    4. Click the Print Mailer button at the bottom of the window.
    5. Print the mailer just as you would a regular report.
This functionality helps ensure customers can receive their virtual gift cards in case of delivery issues or email misplacement.


Outstanding Loyalty

  1. Reports > Mag Cards > Outstanding Loyalty
The Outstanding Loyalty Report provides a detailed list of outstanding item credits on mag cards. This report helps track the items and amounts of loyalty rewards or credits that have not yet been redeemed.
If the "Include Spendable Points" checkbox is checked, the report will also display the total number of spendable points across the system at the bottom of the report.
This feature gives you a comprehensive view of both outstanding credits and available loyalty points.





Registered Cards

  1. Reports > Mag Cards > Registered Cards
The Registered Cards Report shows the total number of cards registered each month for a selected year. This report provides an overview of card registration trends over time, helping to track the growth or changes in the number of registered cards on a monthly basis.
By selecting the "By RTN" format, you can view the data separated by each location’s unique RTN (Ready Theatre Network) number, which helps to analyze the number of cards registered at different locations within the system.





System Total

  1. Reports > Mag Cards > System Total
The System Total Report does not have any configurable options and will run automatically as soon as "System Total" is clicked in the menu bar.
This report provides information about the total number of cards across the entire theatre system, offering a snapshot of the card distribution and usage at a high level.




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