View and Manage Activities¶

This screen is customized for your loyalty program. Some buttons, sections, or fields might not be present or might have different labels. Your instance might have additional functions, sections, or fields not listed here.

To view activity history:

1. Click Activity History in the left navigation pane.

2. To view the details for a particular activity, click the arrow icon () at the end of the activity row. The Activity Details slide-out panel opens, showing a list of important activity attributes and a summary of the currency impact of the activity.

To view earn details, click Earn Details on the slide-out panel.

Figure 1. Activity Earn Detail panel

1. To cancel an activity, click the cancel () icon at the end of the activity row.

2. To view activity for a specific period, use the From and To date control in the top right corner.

   • To advance by one month, click the left arrow icon ().
   • To go back by one month, click the right arrow icon ().

3. To download the history for a specific period, click the download icon () at the top right of the activity history view.

   In the Download CSV dialog box, select the period for which to download history. You can choose:

   • the last month
   • the last three months
   • the last six months

4. To switch currencies, click the toggle button for the currency in the Quick Info bar.

5. To filter the data by column, click the filter icon (). For the columns you want to see, type the value to filter on.
   
   
   Figure 2. Activity History view with filtering

See also:

• About Activity History
• Activity History Details