This guide covers MashCash reporting.
Getting Started
Reports are located on cash.mashgin.com on the left side panel
Begin by selecting a date range to view reports for the selected period
MashCash Reports
Total Summary:
The Total Summary report provides a comprehensive view of all voucher transactions within a selected date range. This report breaks down the data by:
- Voucher Card Type: The type of voucher used, such as Single-Use Voucher, Gift Card, Daily Reload, Stored Value, or Credit Card.
- Count: The number of each type of voucher.
- Amount: The total monetary value of the vouchers that have been loaded or charged on the selected date(s).
Report Breakdowns:
The Breakdown section provides a comprehensive summary of your voucher transactions, categorized by group, location, cardholder, issuer, and outstanding balance. Here’s how to effectively use each view:
By Groups: Monitor and analyze voucher distribution and usage within specific groups, such as different offices or departments. Compare the number of vouchers loaded and charged across various departments.
By Location: Track where cards are created and used to analyze voucher activity across multiple locations. This helps ensure all transactions are properly recorded and reconciled.
By Cardholder: View transactions by individual recipients to see how much each recipient has loaded and charged. This helps identify patterns and any unusual activity.
By Issuer: See which users are issuing vouchers, including the count and total amount issued. This ensures accountability and proper oversight.
By Outstanding Balance: View the total outstanding balances for active cards at the end of the reporting period.
✋🏽 For any additional questions, please contact our support team at help@mashgin.com