Data Export & Ledger History.
Export transaction history, stamp transactions, and voucher redemptions from the dashboard
Partners and admins can browse and export complete ledger history for points transactions, stamp transactions, and voucher redemptions directly from the dashboard sidebar.
Where to Find It
Partner Sidebar
Partners see three history pages under their sidebar navigation:
| Page | What it shows |
|---|---|
| Transactions | Point transaction history (credits, redemptions, adjustments) scoped to the partner's loyalty cards |
| Stamp Transactions | Stamp transaction history (stamps earned, bonus stamps, card completions) scoped to the partner's stamp cards |
| Voucher Redemptions | Voucher redemption log (voucher code, name, member, status, order reference) scoped to the partner's vouchers |
Admin Sidebar
Admins see the same three pages, but with platform-wide data across all partners. Each row includes the partner name for context.
Browsing History
Each ledger page shows a searchable, sortable table with:
- Translated event labels (localized to the current language)
- Member name and card/stamp card name
- Points/stamps/amounts
- Staff attribution (who processed it)
- Timestamps
Click any row to see the full detail view.
Search Engine
The search bar at the top searches across all visible columns simultaneously:
- Member name and email — Find all transactions for a specific customer
- Card name — Find transactions on a specific loyalty card or stamp card
- Voucher code — Find a specific voucher redemption
- Event labels — Search by what you see on screen. Typing "Points Credited" (or the equivalent in your language, e.g., "Punkte gutgeschrieben" in German) finds matching transactions even though the database stores machine-readable event codes
How Translated Search Works
Transaction events are stored in the database as machine-readable slugs (e.g., staff_credited_points_for_purchase). The list and detail views show translated labels (e.g., "Points Credited (Purchase)"). When you search, the system maps your search term against all translated labels in the current locale and finds matching database records.
This means you can always search by what you see on screen, in any language.
Autocomplete Suggestions
As you type, the search bar shows autocomplete suggestions with multi-field labels:
Points Credited (Purchase) Gold Card · John Smith
The first line shows the event or primary identifier. The second line shows contextual details (card name, member name) in muted text to help you identify the right record quickly.
Use arrow keys to navigate suggestions and Enter to select.
Exporting Data
Click the Export button at the top of any ledger page to download data.
Formats
| Format | Best for |
|---|---|
| CSV (default) | Spreadsheets (Excel, Google Sheets). Comma-separated values. |
| TSV | Tab-separated values. Useful when data contains commas. |
| JSON | Programmatic access. Includes structured metadata envelope. |
What's Included in Exports
Exports use raw event codes (not translated labels) so they remain consistent regardless of the user's language setting. This makes exports suitable for automation and cross-locale reporting.
Transaction Export Columns
| Column | Description |
|---|---|
| Event | Raw event code (e.g., staff_credited_points_for_purchase) |
| Event Code | Same as event — stable machine identifier |
| Member Name | Customer's name |
| Member Email | Customer's email |
| Points | Points credited or debited |
| Card | Loyalty card name |
| Staff | Staff member who processed the transaction |
| Note | Transaction note or description |
| Created | Timestamp |
Stamp Transaction Export Columns
| Column | Description |
|---|---|
| Event | Raw event code (e.g., stamp_earned, card_completed) |
| Stamp Card | Stamp card name |
| Member Name | Customer's name |
| Member Email | Customer's email |
| Stamps | Number of stamps in this event |
| Staff | Staff member who processed the transaction |
| Created | Timestamp |
Voucher Redemption Export Columns
| Column | Description |
|---|---|
| Voucher Code | The unique voucher code |
| Voucher Name | Voucher title/description |
| Member | Customer who redeemed |
| Status | Redemption status |
| Order Reference | External order reference (if applicable) |
| Redeemed At | Redemption timestamp |
Export Limits
Admin exports have a safety cap of 50,000 rows to prevent timeouts on large installations.
- CSV/TSV — A footer row is appended when the export is truncated, so spreadsheet users see the cap immediately
- JSON — Includes
total_available,truncated, andexport_limitfields in the metadata envelope so API consumers can detect partial exports
Partner exports are inherently smaller since they are scoped to the partner's own data.
Partner Isolation
All partner exports are strictly scoped to the authenticated partner's data. A partner can never access another partner's transactions, stamps, or voucher redemptions — even by manipulating export URLs. Admin exports include all data across all partners.
Related Topics
- Activity Logs — Full audit trail of all platform actions (different from ledger history)
- Loyalty Cards — Points-based loyalty programs
- Stamp Cards — Stamp card programs
- Vouchers — Voucher campaigns