Card Activity & Customers

See every transaction on a card and everyone who holds it, from the card’s Activity and Customers tabs.

Open a card from Passes to see its performance. At the top are four figures: Installed Cards (passes currently in wallets), Total Customers (everyone enrolled), Transactions, and Conversion Rate. A gift card shows money figures instead, see Gift cards. Below them are the tabs.

​

Activity

The Activity tab is the card’s Transaction History: every transaction recorded on the card, newest first.

The Activity tab

​

The table

Each row is one transaction. The columns are:

Column	What it shows
Customer	The customer the transaction belongs to. Click the name to open their profile.
Date	When it happened. Click the header to sort newest first or oldest first.
Event	One plain label that says what happened, for example Stamps earned or Gift card sold.
Reward	What the customer got or used, for example +3 stamps, +12 points, or Discount 10%.
Amount	The bill total, when the transaction has one.
Source	Where the transaction came from. See Source.
Location	Which store it belongs to. This column appears only when you have more than one location.

An empty cell shows a small dot. If nothing matches, the table shows “No results.”.

Date is the only column you can sort.

​

Event

The Event column shows a plain label, never raw system text. The words depend on the card type:

Card type	Event labels
Stamp card	Stamps earned, Stamps redeemed
Stamp card paid in advance	Card topped up, Stamps used
Points card	Points earned, Points redeemed, Points converted
Cashback card	Cashback earned, Cashback redeemed
Discount card	Discount applied, Tier changed
Employee card	Employee discount applied
Coupon card	Coupon redeemed
Membership card	Membership activated, Entry used, Membership renewed, Membership expired
Gift card	Gift card sold, Gift card topped up, Gift card redeemed, Gift card locked, Gift card refilled, Gift card issued by merchant

Some labels fit every card type, for example Purchase, Balance adjusted, Balance carried over, Card updated, Order returned, Order cancelled, Referral bonus, Welcome bonus (referral), and Sign-up bonus.

When a transaction is reversed, two things change:

• The reversal appears as its own row. Its label starts with Reversed ·, for example Reversed · Stamps earned.
• The original row gets a Reversed badge. Hover over it to see the date.

​

Source

The Source column is a plain chip. It shows the channel only:

Chip	What it means
POS	A transaction from the till.
E-shop	An order from your online store (Shopify or Sellio).
Online	A gift card paid online with VEXiON, through your Stripe account. The detail panel shows Online · Stripe.
Booking	A booking system (Bookio or BooqMe).
Manual	Entered by hand with the Scanner or the dashboard.
System	An automatic operation, such as a bonus or an import.

The chip has no hover card. To see the system behind it, click the row and read the Where section of the detail panel.

​

Find what you need

Above the table you have these controls:

• Period: 30 Days, 90 Days, 365 Days, or Select dates for your own range. With no choice made, the table shows all history.
• Search by name: finds a customer by name. Type at least two characters.
• Filter: narrows the rows by Event and Source.
• Columns: shows or hides columns.

On a phone, the controls sit above a list of cards instead of a table. See On a phone.

​

Filter

Click Filter to open the menu. It has two groups. Tick one or more options in each group. The number of ticked options shows on the button. Click Clear to remove all ticks.

The Filter menu

The Event options depend on the card type:

Card type	Event options
Stamp, points, and cashback cards	Earned, Redeemed, Reversed
Stamp card paid in advance	Topped up, Used, Reversed
Discount, coupon, and membership cards	Reversed only
Gift card	Sale, Top-up, Redemption, Locked, Refill, Issued by merchant, Reversal

The Source options are POS, E-shop, Online, Manual, and System. Booking transactions count as System in the filter, although their chip says Booking.

The menu offers only what really happened on this card in the period and the locations you selected. For example, a card with no reversals shows no Reversed option. A group with only one possible choice is hidden. If no group is left, the Filter button is hidden too. An option you ticked always stays in the menu, so you can untick it. A gift card always offers all seven Event options.

​

Columns

Click Columns to show or hide Event, Reward, Amount, Source, and Location. Customer and Date always stay. The choice is saved for this table, for you, on this device.

The Columns menu

The Columns button is on desktop only. A phone always shows the card list.

Below a long table you find Rows per page (10, 25, 50, or 100) and the page buttons.

​

Transaction details

Click any row to open the detail panel on the right. On a phone it opens from the bottom.

The transaction detail panel

The top shows the reward, the event, and the date. The arrows step to the previous and next transaction. The counter shows your place, for example 4 / 25. The Up and Down arrow keys do the same.

The body has sections. A section appears only when it has something to show:

Section	What it shows
Customer	The customer’s name, the card, and the balance after this transaction.
Where	The source with the system, for example POS · Dotykačka, and the location. A till can also show the branch and the cashier.
Products	The items on the receipt and their total, when the till sends them.
Money	The bill total, what the customer saved, the spend that counted, and the tier when earned.
Gift card	On a gift card sale: the order, the buyer, the payment, the delivery, the amount, and the bonus. See Gift card details.
Order	The order number.

Two buttons sit at the bottom:

• Open customer opens the customer’s profile. On a gift card, this is the card holder.
• Close closes the panel.

A reversal shows a red Reversal badge. A reversed original shows a Reversed badge.

​

On a phone

On a phone, each transaction is a card. It shows the customer’s name (or the event, on a customer profile), the reward and the time, the amount, and the Source chip. Tap a card to open the detail panel. Scroll down and tap Load more to see older transactions.

To export the transactions, open the card’s ”…” menu (top right) and choose Export transactions. The same menu has Export customers, Refresh data, Duplicate, and Delete. Only an admin sees the export items. The transactions export uses the period shown on the tab you are on. The customers export always covers all customers. There is a daily limit on exports.

If you have more than one location, the sidebar location selector scopes the Activity history to the selected store(s), and a blue chip by the title shows the active scope. You may also see a note that some records have no assigned location (older transactions not tied to a store). See Filtering by Location & Time.

​

Gift cards

A gift card holds money, so its card page shows money figures and money rows.

​

Figures at the top

A gift card shows four money figures instead of Installed Cards, Total Customers, Transactions, and Conversion Rate:

Figure	What it shows
Sold	The money you received for new gift cards and kept. Top-ups and bonuses are not in it. A sale with a chargeback is taken out, and so is any amount you refunded in your Stripe Dashboard.
Redeemed	The gift card money customers spent. A spend that was reversed does not count.
Outstanding balance	The money still on your customers’ cards today, which they can still spend. Expired cards are not in it.
Redemption rate	Redeemed as a share of all value loaded onto the card: sales, bonuses, top-ups, cards you issued by hand, and employee refills.

Sold, Redeemed, and Redemption rate follow the period you pick on the Activity tab and the location selector in the sidebar. With no period, they cover all history. Outstanding balance is always today’s figure for the whole card, in every location. The Analytics tab shows the same money month by month.

​

What each event means

Every gift card sale has a row, on every channel: online, at a connected till, with the Scanner, and when a printed card is activated.

Event	What happened
Gift card sold	A new gift card was paid for.
Gift card topped up	Money was added to an existing gift card. A top-up is not a new sale.
Gift card redeemed	The customer paid with the card.
Gift card locked	The balance was locked after a dispute or a refund in your Stripe Dashboard. See Disputes and refunds.
Gift card refilled	An older employee credit card got its monthly credit.
Gift card issued by merchant	You created the card by hand in the dashboard, see Adding a customer. This is not a sale. No money was received.

A reversal names what it undoes, for example Reversed · Gift card sold. When the original is not known, the label is just Reversed.

The Reward column shows the change of the balance in money: a plus amount on a sale or a top-up, a minus amount on a spend or a lock. A bonus added at the till is included. The Amount column stays empty on a sale, a spend, a lock, a card issued by merchant, and a refill, because they are not a bill. A card issued by merchant and a refill also have no money section in the detail panel, because no money was received.

The Source shows where it happened: Online for a sale paid online, POS for a connected till, E-shop for a spend in your Shopify store, Manual for the Scanner or the dashboard, and System for a lock or a monthly employee refill.

​

Gift card details

When a row belongs to a gift card sale, the detail panel adds a Gift card section:

Field	What it shows
Order	The order number.
Type	Gift or For myself.
For	The name of the person the card is for.
Buyer	The name of the person who paid.
Payment	Paid, Awaiting payment, Refunded, or Blocked after dispute.
Delivery	Pending, Processing, Delivered, or Failed.
Amount	What the buyer paid.
Bonus	The extra value on top, when there is one.
Balance	Locked, when the whole balance is locked. After a partial refund in Stripe, a Partly locked line shows the locked amount, and the balance reads The rest can still be used.
Voucher	Download PDF opens the voucher.

Type, For, Buyer, Delivery, and Voucher appear only when the sale is paid. The section never shows email addresses. The separate Order section is hidden on these rows, because the order number is already here.

Any other row of a fully locked card shows Status: Locked.

The Where section says who or what did it:

Field	What it shows
Created by	The person who created the card by hand in the dashboard.
Sold by	The cashier, for a sale at the till. An online sale reads Online (buyer).
Topped up by	The person, or the POS name.
Redeemed by	The person, or the POS name.
Reason	For a lock: Bank dispute (chargeback) or Refund in Stripe. For an automatic employee refill: Automatic refill.

A reversal done by a till or online reads Performed by. Rows recorded before this change may not name anyone.

Open customer opens the card holder, the person the card is for. When the card was a gift, the buyer is not a customer in your list, so there is nothing to open for them.

​

Customers

The Customers tab lists everyone who holds this card, one row each.

The Customers tab

Column	What it shows
Name	The customer’s name and email.
Visits	How many times they have used the card.
Device	Which wallet the pass is in: Apple, Google, or PWA.
Status	Installed or Not installed. It says whether the pass is in their wallet.
Joined	When they signed up. Hover over it for the exact date and time.

Use Search by name to find a customer. Use Columns to hide Visits, Device, Status, or Joined. Name always stays. Click a row to open the customer’s profile.

This list has no sorting and no filter. It shows the newest customers first. To export it, use Export customers in the card’s ”…” menu.

On a phone, each customer is a card, and Load more shows the next page.

For deeper numbers (completion rates, points, cashback, gift-card value, and more), use the Analytics tab. Those panels differ by card type, so they are documented in Card Analytics.