Touch Loyalty Asahi Reports

• Loading credit to an employee’s card
  
  1. While logged into the Asahi server open the TouchLoyalty Editor program from the desktop
  
  2. Click on Edit Customers
  
  3. Click on the search button
  
  4. Search for the employee you want to add credit to
  You can use the search by drop down to select how you would like to search the database (E.g. Card Number, last name etc)
  
  5. Double click on the employee you would like to add credit to
  
  6. Click on the Financial tab at the bottom of the page
  
  7. Within the Balance Adjustment field type in how much you would like to increase their current balance by
  You will see the New Balance field update depending on what you enter
  Within the Ref: Field you can assign a reference to that balance adjustment (optional)
  
  8. Select a payment method via the one of the tick boxes (E.g Other)
  
  9. Click on Payment To Account to apply the adjustment
  
  10. Click on Save changes

• Allocating a starting balance value to an employee
  
   Once the appropriate balance adjustment has been made to an employee, you can allocate a starting balance value to them that will be displayed when running the employee spend report for reference.
  
  1. While logged into the Asahi server open the TouchLoyalty Editor program from the desktop
  
  2. Click on Edit Customers
  
  3. Click on the search button
  
  4. Search for the employee you would like to allocate the starting balance to
  You can use the search by drop down to select how you would like to search the database (E.g. Card Number, last name etc)
  
  5. Double click on the employee you would like to add credit to
  
  6. Within the details tab, we have re-purposed the address line 2 field to be shown as their starting balance on the employee spend report
  Type in a value you want to show as their starting balance as shown in the screenshot below
  
  7. Click on Save Changes to Apply

• Running a Balance to Date Report
  
   This report will output all employees within the group filters you select and show their current balance within the Balance TD column
  
  1. While logged into the Asahi server open the TouchLoyalty Editor program from the desktop
  
  2. Click on View Reports
  
  3. Expand the Asahi Card Reports folder
  
  4. Click on Card Balance with Employee Number
   
  5. Within the Customer Group Filters section, Select the groups you want to report on
  To show all groups apart from Meantime’s & Deactivated cards select the Darkstar group within the To Group drop down
  
  6. Select the PDF format within Export Type
  
  7. Click on Export to generate the report
  
  9. Type in what you would like the report to be saved as and click save
   You will then be able to copy/paste the report to your system

Running an employee spent report

 This report will output all employees that have had their cards used within the date range you select, showing how much of their balance they have spent, their starting balance and the balance they currently have left.

1. While logged into the Asahi server open the TouchLoyalty Editor program from the desktop

2. Click on View Reports

 3. Expand the Asahi Card Reports folder

4. Click on Customer Spend

5. Within the Date Range section enter the From & To Date range you want to run the report for

5. Within the Customer Group Filters section, Select the groups you want to report on
To show all groups apart from Meantime’s & Deactivated cards select the Darkstar group within the To Group drop down

6. Select the PDF format within Export Type

7. Click on Export to generate the report

8. Type in what you would like the report to be saved as and click save
 You will then be able to copy/paste the report to your system