To view the complimentary account balance that have been given out at your studio, begin by going to Reports > Operations > Complimentary Account Balance “View”.
Every row shows a time when a team member issued a complimentary account balance to a customer. It will display who issued it and when they issued it. It will also tell you how much was issued, has been used and is left. If you filter the date from 2/1/2019 - 2/28/2019, it will show you every time a complimentary account balance was issued in that date range (in UTC time).
Please note that employees can also "reduce" the amount of complementary account balance in a customer's account. In this report, "Amount Used" is the sum of the amount used by the customer and the amount removed by one or more employees.
Want to know how much complimentary account balance an employee has given out and to whom? Download the report and create a pivot table. Add Broker Full Name to rows and to values. This will show you the number of times the employee appears in this report.
*Note: It does not include credits account balance from Gift Cards. It only includes "Complementary Account Balance" given to the customer by an employee through their profile.
*Note: Columns do not wrap text, if the text hits a maximum width and the text is longer, you can scroll left or right within the cell to read the full text.