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Searching for Token Activity

Searching for Token Activity

In addition to managing Tokens themselves, you may also view how your Tokens are being used in your Transactions. Token activity occurs when the quantity of a Token type associated with a customer Account changes. Quantities may be incremented or decremented in response to direct customer action (purchase), a customer service interaction (grant or refund), or an automated AutoBill event (decrement, grant, or purchase).

Note Token grant activities increase (increments) the quantity of a Token type associated with a customer Account, while decrement activities decrease the quantity.

Purchase and Refund activity may either increment or decrement Token Type quantity, depending on the nature of the activity. For example, if a customer purchases a Product that grants Tokens directly, the number of that Token Type is incremented in the customer’s Account. If, instead, the customer has a number of Tokens in an Account, and uses them to purchase a Product (for example, a download) using Tokens, then the purchase results in a decrement of the Token quantity.

To search and view Token Activity in the portal, select Search > Token Activity from the menu bar to open the Search Token Activity page.

Token Activity Search page

CashBox uses the information provided to generate a list of all matching Token Activity associated with your CashBox system. If you do not provide any search criteria, all Token Activity from your account is returned.

  1. Use the Date Range field to narrow Token Activity searches to those that occurred within a specified period of time.
  2. Enter other search parameters, as desired, in the fields provided.

Leave all fields blank to search for all Products.

 

Field

Description

Merchant Transaction ID

Enter the complete Transaction ID, including any leading and trailing zeros. Case sensitive.

Merchant Customer ID

Enter the complete Merchant Customer ID, including leading and trailing zeros. Case sensitive.

Customer Name

Enter part or all of customer name to match. Case insensitive.

Customer Email

Enter the entire email address of the customer. Case insensitive.

Token ID

Enter part or all of the Token ID to match. Case insensitive.

Token Activity Type

Select the type of Activity to search for. Choices include:

  • All, the default, returns results for all types of Token activity.
  • Decrement reports activity involving decreasing Token quantities.
  • Purchase reports activity involving customer Token purchase activities.
  • Grant reports activity involving granting Token quantities to customer(s).
  • Refund reports activity involving refunds of Token quantities.

In addition to specifying search criteria on the Token Activity Search page, you can click the Choose display columns text link to display a list of check boxes that allow you to specify the information you want to display on the Manage Products page when CashBox processes your search, and to indicate if the results should be displayed in a printer-friendly format.

The following table describes the available print and results display options:

 

Field

Description

Date

Checked by default. When checked, displays the date of the activity.

Customer ID

Checked by default. When checked, displays the ID of the customer affected by the activity.

Customer Name

Checked by default. When checked, displays the name of the customer.

Customer Email

Checked by default. When checked, displays the email address of the customer.

Token ID

Checked by default. When checked, displays the ID of the Token to which the listed Activity Type applies.

Transaction ID

Checked by default. When checked, displays the transaction ID related to the Token activity, if applicable. Not all Token activity is related to transaction processing, so this field may be empty even if this box is checked.

Amount

Checked by default. When checked, displays the amount related to the Token activity.

Activity Type

Checked by default. When checked, displays the activity related to the Token. Activity Types include:

  • Decrement
  • Purchase
  • Grant
  • Refund

Description

Checked by default. When checked, displays the Token description.

Note

Checked by default. When checked, displays a note associated with the specific Token for which activity is reported, if any.

To search for a specific Token activity or group of related Token activities:

  1. Specify search criteria on the Token Activity Search page to narrow the number of activities returned by your search.
  2. Check any desired search display options on the Token Activity Search page.
  3. Click the Submit button to process your request.

CashBox processes your search request and displays a list of Token Activities that match your search criteria on the Token Activity List page.

Token Activity List Page

A summary of all Token Activity results arranged by Activity Type and Token ID appears at the bottom of the page.

You may download the information shown on the Token Activity List page to a CSV file.

To download the Token Activity list to a CSV file:

  • Click the Download as CSV link.

Your browser displays its standard Save As dialog, where you are prompted to provide a name for the downloaded file, and to specify a location to store it.

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