Accounts Overview

Accounts Overview

The Accounts Overview page provides a centralized and accessible view of all member accounts within your loyalty program. This page is designed to help you efficiently manage member data, perform detailed searches, and take specific actions as needed. Below is a detailed summary of its key features and functionalities:

1. Accessing Accounts: To begin, navigate to the Memberships section and open the Accounts page. This serves as the starting point for managing and reviewing all member accounts.
2. Filtering and Sorting: Utilize the built-in filter and sorting options to refine the list of member accounts based on specific criteria. This allows you to easily locate accounts that meet particular conditions, such as membership status, activity level, or registration date.
3. Viewing Member Accounts: The page displays a comprehensive list of all member accounts, providing a detailed overview of your loyalty program’s participants. This ensures you have quick access to essential information about every member.
4. Action Button for Member Details: For more in-depth insights, use the Action Button to access additional details about individual members. This includes edit, refresh, and other relevant data to help you manage their membership effectively.
5. Exporting Data: The Export feature allows you to download member account data in a CSV format. This is particularly useful for generating reports, conducting offline analysis, or integrating with other systems for advanced data processing.