Integration & Export Reports
CDK Lightspeed - Export Guide
Creating Custom Reports (CDK Lightspeed) Getting Started Tip: There are many preset custom reports that you can use. If there is a report that is similar to what you need, you can copy that report and edit as needed to create your own. The custom ...
Calyx Point - Export Guide
Follow these instructions to add the LoyaltyLoop "Closed Loans" report to your Point Reports List. LoyaltyLoop worked closely with the Professional Services Team at Calyx to ensure that all the essential data elements have been included in this ...
Antera - Export Guide
1. Click on Reports in the left-hand menu. 2. Find the “Recent Transactions” report in the listing. The report can also be found by using the Report Name search box. 3. Click on the box in the upper-right that shows a date range. And choose ...
ActivePOS - Export Guide
This document will show how to set up a report template in Activity POS that can be exported for the LoyaltyLoop service. From the Home Screen click on Marketing found at the left hand side. When the Marketing menu appears click on Marketing found ...