10-26-2024 04:03 PM
Hi,
I've been having an issue with Rewards accounts at a closed location, which is in progress with Toast Care. Related to that though, I really need to be able to run a report that shows ALL the rewards accounts. Well, the Rewards Accounts report used to do that, but now (just today) it actually uses the date field, AND the dates are limited to a 6 month range, as noted:
* (New) The report now applies the date range filter, displaying only loyalty accounts with transactions within the specified range. To view all loyalty accounts, adjust the ‘custom date’ to an earlier time.
Your date range cannot be longer than 6 months. Adjust your date range.
This means that if an account was not used in the last 6 months, it's not showing up. I realize that loading all the accounts sometimes takes a while, but I'm willing to wait to get all the data I need! Has anyone else noticed this change, and found any workaround? This is actually critical for me right now, and I have submitted another case for it. Thanks for any help.
Solved! Go to Solution.
4 weeks ago
Hi everyone, just an update on this issue. I found my report! The Rewards Accounts has been updated to let you choose whether or not to use the date selection. This is the best of both worlds, so thanks Toast people for fixing this!
10-27-2024 12:36 PM
I noticed this as well, there was also an update to the loyalty settings page which includes a link to "manage" loyalty members that points to a new report that does not seem to exist yet. I am assuming that is where we will get the full report of members, though that is no help at the moment. If you have a ticket in with support, I would think they should be able to get the full report for you.
10-29-2024 12:37 PM
What is the case number within support, if you don't mind sharing it?
10-29-2024 01:12 PM
Hi Rob,
It's case 12690679. I received a call about it, explained my issue, and the rep said he would escalate it and submit a feature request. I hope we can find a way to get the entire report. Thanks.
4 weeks ago