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Viewing a customer's transaction history

How to view the transaction history of a customer

Updated over 2 weeks ago

You will be able to view an individual customer's transaction history directly from their profile.

Go to the Loyalzoo software, type the customer's name in the search box, and then select the customer's profile. 

To view the customer's history, select the " history" tab in the customers profile. This will allow you to view the customer's full transaction history, see the example below.

Alternatively, if you are looking for transactions that took place on a particular day, you can go to the admin dashboard and click on the Reports tab, then Transactions.

  1. Filter transaction dates by using the "from" and "to" fields

  2. Click "Show transactions data" or "Email transactions data."

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