How to Use Paytronix by Michael Schwartz
- 1. Step 1 (Summary report) • Log in to paytronix with your log in, or your supervisors log in. • Each individual has specific access based upon their log in name. • Sometimes, it is better to use your supervisors log in if they have more insights than you might.
- 2. Step 2 • You should next go to the report center that is located on the left column of the website, it is listed in between “quick find” and “customer service.” • You will then see a drop down menu of all the different reports you’re able to run. • You can then decide whether to run a summary report, or a detail report depending upon what item you’d like to look at.
- 4. Step 3 • For our example, we can choose loyalty overview. • Once loyalty overview is chosen, we see that the option is a summary report. • Click the summary report to move onto the next page. • Once you click, you will see a page that you can enter specific information, to best fit your data. • The date range, store, card templates, wallets, ability to group by, and prepend wallet codes are all different options.
- 6. Step 4 • For our loyalty report, we can select the 1st quarter of the year 2016. Therefore, we will enter 1/1/2016 in the “from” and 3/31/2016 in the “to” date ranges, located beneath the manual date entry area. • We can also pick the store we want results from, so we can pick Phillips Atlantic City, by entering the code PAC. • We could also select all stores by checking the “All” checkbox. • Then we select a card template, which for our purposes, would be Friends of Phillips.
- 8. Step 5 • Moving along, we can then select what metrics we’d like to see within the wallet checkbox area. • We can check total spending and micro spending, because we know both are recorded at this location. • We can also check off visits, to see how many guests visited the location. • We’ll then group by tier, so we can see the tier divide between Friends of Phillips non VIP members, and Friends of Phillips VIP members.
- 9. Step 6 • Click submit after entering in all the information you’d like to see on the report. • You will be given a brief summary report that appears on the page. • You have the option to download this summary report into an excel file, which is extremely useful for creating reports with multiple pages. • In order to download as an excel file, click the blue words labeled “Download XLS.” • The next slide will show the page example of a summary report, along with a following image of how the report looks in an excel file. • Make sure to enable editing on the new excel folder once downloaded.
- 13. Step 1 (Detail Report) • Follow steps 1 and 2 of making a summary report to get to the report center. • We will then select the detail button located to the right of “Guest Analysis” to create a detailed report.
- 14. Step 2 • Once you have selected detail report, you will be directed to a new page (listed in the slide below) • This page gives you the option to select a premade filter, or create a filter of your own. • For the sake of this tutorial, we will create an entirely new filter. • To do so, click the large blue button that reads “create new filter”
- 16. Step 3 • Once the button is clicked, we will see a new page (listed in the next slide.) • We can then name the filter, and then begin creating specific measures to get an excel sheet, based upon what we enter.
- 18. Step 4 • Now that we can begin creating the filter, we can select specific metrics for said filter. • For our example, we will find information based upon the following measures • Friends of Phillips Members (non VIP and VIP) • Members who are located within the state of Maryland • Members who have been active within the first quarter of 2016 • We will name this filter “Recently Active Maryland Members Q1 2016”
- 19. Step 5 • We will first select the program template. • This can be found under the box that says “Get # of Matching Accounts”, in the box below where you can search conditions. • Press the “Program Template” button, it is a circle. • This will then open a new box, in which you can select Friends of Phillips in the available check list box. • Use the “>” button to move the program template from the available column into the selected column.
- 21. Step 6 • Once we have our program template selected, we can move along to selecting members who live within the state of Maryland. • To do so, click on the “Profile” button, located in the same drop down menu as program template. • Once clicked, the profile button (which looks like a persons head) will drop down in to more categories, about the members profile. • You can see options to choose from including account status, address, age, etc. • We will select “State or Province.”
- 23. Step 7 • After we click the state button, a new drop down list will appear on the left beside the conditions. • You will see a complete list of states and provinces. • We only need to select Maryland, so search through the alphabetically sorted list to Maryland, and then press the “>” button to place it into the included states.
- 25. Step 8 • We next need to select the date of activity. • The activity button can be found right below the profile button on the right hand side, listed with conditions. • The button looks like a shopping cart. • We can then open the drop down menu, and select “Date Used”, which was when the card was used. • We’ll enter the dates 1/1/2016 and 3/31/2016 in the date range bar.
- 27. Step 9 • We can now name our filter, as we have all the necessary information we wanted to create it. • This filter will be called “Active Maryland Guests Q1 2016”. • Where the account filter name is, press “save and continue”, and move on to Step 10.
- 29. Step 10 • After you press save and continue, you will be brought to a page where you can customize the output that the report will give you. • There are available metrics, and metrics that have already been pre- selected. • You can pick and choose whatever you’d like to see. • Below the “Run Demographic Report”, we can press a button titled “Add Wallets to Output”. • With this button we can see metrics like total spend, visits, lifetime spending, etc. These are important for us to know, so we’ll select visits and total spend. • After these metrics are selected, click the “Run Report” button.
- 31. Step 11 • After you run the report, you will be brought to a page where you can download the information as an excel file (download option located at the bottom of the page) • This page shows the filter name, account filters, and account filter summary. • It also shows the metrics we wanted to see toward the lower portion of the page.
- 34. Step 12 • Download and open the excel file that paytronix has created, based on our requirements. • Depending on your specific requirements and metrics, it may take a while to download. • Be sure to enable editing once the detail report is downloaded, and then you can begin looking at and editing the data. • Every member shown on the list will be a member that fits our specific criteria. • Scroll left to right to reveal different information about each guest.
- 37. Step 13 • Begin filtering and using the data for your own purposes. • You can use excel to add and create different filters to streamline the data. • For example, if you add filters, you can add one that goes over total spending. • We can then go so far as to filter out members with 0 total spend, as their information may not be as useful to us. • Adding and removing filters can be searched and selected in the “Tell me what you want to do” search bar.