You may need to retrieve data about the remaining store credit per user.
Check if you can access Insights in the left sidebar. You need to have ROLE_ADMIN added to your account for the option to be visible. Raise a support ticket to request the report if you cannot access the menu option or proceed with the steps below.
Make sure you have the ROLE_ADMIN role assigned to you. Roles assigned to accounts are visible in Permissions > Members. Select the "partner" brand in the top right corner, visit Permissions > Members, search for your account with the email address being used and check the assigned roles against a brand by changing the brand in the brand selector.
- Select the correct brand from the top-right corner in Symphony Manage.
- Navigate to Insights > Reports.
- Search for the following report and click on it: Members with credits and the amounts of their credits
Alternatively, you can open the following URL in your browser, replacing <brand> with the actual name of your brand:
- Click Download.
The data will be exported in the CSV format within 20-30 seconds.
- <supportagent>Share the report with the requester if they were unable to access/download it themselves.</supportagent>