Global Payments Gift Rewards Chockview Reporting Portal User Guide

Global Payments Gift Rewards Chockview Reporting Portal

Overview

Global Payments Gift+Rewards provides you with easy-to-use tools to help you keep tabs on your program. Through the Gift+Rewards Portal, access the following reports:

• Daily Reports – for daily, store-level audits of all orders and terminals as well as real-time transaction information
• Settlement – for reconciling company—and specific stores’—settlement amounts
• Sales Summary – for a summary and details of a particular store’s orders
• Corporate Settlement: Used for tracking activity across a multi – location chain. (available upon request).
• Terminal EOD – for store-specific end-of-day audits

Additional Gift+Rewards reports are available to store owners, including:

• CSR Activity – for reports on Customer Service Representative (CSR) activity.
• Account Activity – for details of a specific card or alias, including balance and all transactions
• Account Search – for locating particular accounts (cards)
• Order Detail – for a detailed report of all data associated with an order ID.
• Customer Activity – for details on a particular customer’s card-related actions – *coming soon.

Logging In:

Go to the Chockview URL: https://canada.chockworks.com/

Enter Username and Password

General Navigation

In any given report you must enter the Store ID. The store ID is the Merchant MID with FIVE 0’s in front of it. Example: 00000+MID

Locating your Chain ID:

The following steps will allow a Merchant to locate their Chain ID:

1. Go to Daily Report
2. Enter Store: five 0’ + MID & Click ‘Go’
3. Confirm Store Name is correct
4. Copy Corresponding Chain ID
   

In any given report, click view in the report’s “Detail” column for further information, such as the following:

Sort data results by clicking on any column header in blue (e.g. ).

Most reports allow you to download comma separated (CSV) files by clicking <download .CSV file> on the results screens, to import your data into applications such as MS Excel.

Daily Reports

“Daily Reports” provides a daily, store-level audit of all orders and terminal activity and includes up-to-the-minute transaction information. “Daily Reports” can be used to reconcile gift card activity with POS and financial reports. To run a Daily Report, follow these steps:

1. Click on the “Daily Reports” link under Store-Level Reports
2. Once the Daily Reports screen opens, enter the store number in the Store field.
3. Select a date for your Daily Report.
4. Click “Go” to generate report results

Settlement Reports

Your settlement reports provide store- level settlement data, which can be used to reconcile corporate and specific stores’ settlement amounts.

To run a Settlement report, follow these steps:

1. Click the “Settlement” link under Store-Level Reports.
2. Once the Settlement screen opens, enter the store number in the Store field, or enter “all” for all stores. (You may also search by other available search criteria.) Store number is the merchant MID with five 0’s in front of it 00000+MID
3. Select a time period or date-range for your Settlement report.
4. Click “Go” to generate report results.

Corporate Settlement:

1. Used for tracking activity across a multi – location chain. This report is available upon request for Enterprise merchants. Please contact the CCC to have access changed from a CSR User to a Corporate User.
2. Contact your Global Payments Account manager or the CCC to grant you access to the Corporate Settlement Report. NOTE: you will only require this report if you have more than one location using G&R.
3. The Gift Chain Settlement Guide will support you in managing Gift Chain Settlement.

Sales Summary Reports

Get a quick, multi-level overview of all orders in a store by running a Sales Summary report.

To run a Sales Summary report, follow these steps:

1. Click the “Sales Summary” link under Store-Level Reports.

2. Once the Sales Summary screen opens, enter the store number in the Store field, or type in “all” for all stores. (You may also search by other available search criteria.)
   

3. Select currency for which you would like details
   NOTE:
   CAD will show transactions using Canadian Dollars. For loyalty “points” activity, select Points.

4. Select a time period or date-range for your Sales Summary report.
   

5. Click “Go” to generate Sales Summary Report.

End-of-Day (EOD) Reports

Quickly obtain a summary of any store’s activity, or run a detailed EOD report for an order-by-order breakdown of activity.

To run a Terminal EOD report, follow these steps:

1. Click the “Terminal EOD” link under Store-Level Reports.
2. Once the EOD screen opens, enter the store number in the Store field, or enter “all” for all stores. (You may also search by other available search criteria.)
3. Select a date for your Terminal EOD report.
4. Under Detail, select summary or detailed.
5. Click “Go” to generate Terminal EOD report results.
   

Customer Care Reports Section

The Customer Care Reports are available for store-owners. If Customer Care reports do not appear in your Global Payments Gift Reports menu, you have not been granted rights to review these reports.
Contact Global Payments CCC to grant you this access

CSR Activity

NOTE:
The CSR activity report is only applicable to merchants with multiple Chockview users.

This report shows activity completed inside Chockview by a Chockview User.
To run a CSR Activity report, follow these steps:

1. Click the “CSR Activity” link under Customer Care.
2. Once the CSR Activity screen opens, enter the CSR’s name in the Last Name or CSR Username fields.
3. Select a time period or date-range for your CSR Activity report.
4. Click “Go” to generate CSR Activity report results.

Account Activity

An account can be either a card number or a registered phone number/alias. Your Account Activity report provides an account’s details, including balances and a list of all transactions.

To run an Account Activity report, follow these steps:

1. Click the “Account Activity” link under Customer Care.
2. Once the Account Activity screen opens, enter an account number in the Account Number field.
3. Select a time period or date-range for your Account Activity report.
4. Click “Go” to generate Account Activity report results.

Account Search

Your Account Search report allows you to locate a particular account by the full number or last 4 digits.

To run an Account Search report, follow these steps:

1. Click the “Account Search” link under Customer Care
2. Once the Account Search screen opens, enter an account number (card number or registered phone number/alias) in the Account Number field, or search by entering the last 4 digits in the Last 4 Digits field.
3. Click “Go” to generate Account Search report results.

Order Detail

Your Order Detail report provides detailed data for any particular order.

To run an Order Detail report, follow these steps:

1. Click the “Order Detail” link under Customer Care.
2. Once the Order Detail screen opens, enter an Order Number in the Order Number field.
3. The Order Number is located on the Terminal Receipt.
4. Click “Go” to generate Order Detail report results.

Customer Activity – coming soon

Your Customer Activity report provides you with any of your customer’s card- related activities.

To run a Customer Activity report, follow these steps:

1. Click the “Customer Activity” link under Customer Care.
2. Once the Account Activity screen opens, search for your customer by last name, email address, or phone number.
3. Select a time period or date-range for your Customer Activity report.
4. Click “Go” to generate Customer Activity report results.

Need Assistance?

Contact Global Payments at 1-800-263-2970 for assistance with:

• Reporting Questions
• Terminal download and installation
• Program training
• General program inquiries

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References

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