This document outlines the steps to generate both summary and detail reports from Paytronix. It describes how to log in, navigate to the report center, select the type of report, input filtering criteria like date ranges and stores, customize the output metrics, run the report, and download the results as an Excel file. Key steps include selecting loyalty overview for a summary report or guests analysis for a detail report, inputting dates and locations, choosing output metrics like spending and visits, and filtering or editing the downloaded Excel data.

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.