Export Wallet Transactions Process

Introduction

The Export Wallet Transactions feature allows you to download detailed transaction history for customer wallets within a selected time frame.

This export is helpful for:

• Analyzing customer reward behavior
• Auditing wallet activity
• Internal reporting and reconciliation
• Tracking redemptions, rewards, and expiries

Follow the steps below to efficiently download wallet transaction data.

Step 1 - Understand the Feature

The Export Wallet Transactions tool enables you to export customer wallet activity into a downloadable file for analysis or record-keeping.

Step 2 - Navigate to the Export Data Section

Click Customers from the left-hand menu, then select Export Data.

Step 3 - Find Export Wallet Transactions

Locate the Export Wallet Transactions option. This feature lets you download transactions within a specific date range.

Step 4 - Choose Date Range

Click Export, then select the start date and end date for the transaction data you want to download.

Step 5 - Example Usage

To export the last 10 days of transactions, simply set the date range accordingly.

Step 6 - Note the Maximum Download Duration

The system allows exporting transactions for up to 90 days at a time.

💡 Tip: For longer durations, run multiple exports and combine the data.

Step 7 - Select Transaction Types

Choose which transaction types you want to include in the export:

• Redemption
• Rewarding
• Adjusting expiries

Step 8 - Filter by Debit or Credit

You can further refine your results by selecting whether you want:

• Debit transactions
• Credit transactions

Step 9 - Export Transactions for a Specific Customer

To download all transactions for a specific customer throughout their account history:

1. Enter the customer’s Lead ID
2. Click Export
3. A file will be emailed to your admin inbox

Step 10 - Preview Exported File

This is an example of what the exported file will look like — showing transactions for your selected time frame.

Review Customer Details in the File

The CSV export includes:

• The customer's Lead ID
• Email address
• Mobile number
• Transaction types and descriptions

Step 11 - View Transaction Summary

The file also displays:

• Total coins credited (e.g., 200 coins)
• Closing balance
• Transaction type (credit/debit)

Step 12 - View Transaction Metadata

Each entry shows:

• Transaction name
• Creation date
• Expiration date

This provides a complete view of activity within your selected timeframe.

Step 13 - Access Transaction History

A transaction history reference is available within the dashboard for ongoing insight and reconciliation.

Step 14 - Resend Download Link

If you need the file again, click Send Download Link. The system will resend the export file to your admin email.

This concludes the overview of the Export Wallet Transactions feature.

Wrap-Up

You have now learned how to: ✅ Export wallet transactions with date filters ✅ Download specific transaction types (rewards, redemptions, expiries) ✅ Filter debit/credit transactions ✅ Export data for individual customers using Lead ID ✅ Retrieve past exports with “Send Download Link”

This feature helps you maintain clear, auditable records of customer wallet activity and streamline your analysis workflows. 💚