Export Cashback/Store credit report assigned through Cashback module

Export Cashback/Store credit report assigned through Cashback module

Introduction

Exporting the cashback or store credit report allows you to keep a detailed offline record of all transactions awarded through your workflows. Whether you're analyzing campaign performance, preparing financial reports, or reconciling customer rewards, exporting this data ensures easy access and further analysis outside the platform. In this article, you'll learn how to quickly export the cashback/store credit report in just a few clicks.


Here are the steps to check the detailed report of Cashback or Store credit assigned to the customers:

Step 1: Go to Cashback >> Report



 Step 2: Click on Export report



Now the detailed report of assigned Cashback/Store credit through Cashback module will be downloaded with the following details:

  • Workflow Name: The name of the automation workflow (e.g., “Store credit” or “Newsletter sign-up”) that triggered the cashback/store credit.

  • Order No: The order number associated with the transaction, if applicable.

  • Created Date: The date and time when the store credit or cashback was generated.

  • Email: The email address of the customer who received the credit.

  • Credit Type: Indicates whether the credit is Fixed or Percentage-based.

  • Amount: The monetary value of the store credit awarded to the customer.

  • Expiration: The date when the store credit will expire, if an expiry was set in the workflow.

  • Status: Shows whether the credit was Credited (successfully assigned) or Failed (not delivered).