Manual Spend Report

Written By Devin O'Neill ()

Updated at April 23rd, 2025

Summary

It enables the user to generate a report for all those actions which have been carried out by adjusting the spend manually.
Manual spend adjustment allows our clients to adjust their customer's wrongly logged Spend manually which will further help the customers reach to the right Tier and get the right benefits.
An admin or Customer representative adjusts the spending for such customers and based on modification the purchase points are awarded. To achieve this, Annex Cloud created a standard action called “Manual Points Adjustment” and action id is 164.

Navigation: Reports>Manual Adjustment>Manual spend Report

The report data can be found and filtered based on a number of options, enabling the user to look for a particular record and associated information.
You have the following options to find the details of a particular manual spend report.

Date range: Allows users to enter from date and to date to retrieve the report based on the selected date range.
Select Action: “164 Manual Spend Adjustment“ is the default Action selected here to get the Report against this Action.
Reason: Enter the valid reason in the text box to retrieve the report based on the reason for manually credited or debited spend.
Context Text: Allows users to retrieve the report based on the specific criteria such as Member Email, Reason, or Admin email.
Export: The data can be exported in the Make an excel request. By using the Make an excel request option the admin can get the report data through the mail.

The data can be exported using Make an Excel Request. By using the request option, the admin can get the report data in the mail ID provided.
1. Click on the Make an Excel Request option.
2. A popup window will be displayed, then enter the mail ID to which you want to send the report data.
3. Once you receive the report data in the mail ID provided, click on the link and download the report data in Excel format.

The following are the fields in the exported manual spend report:

Date: The date the manual spend was recorded.
User ID: The unique identifier for the member associated with the manual spend.
Order ID: The identifier for the order related to the manual spend.
Spend Amount: The total amount spent by the member in the transaction.
Points: The number of points used in the transaction.
Type: The type of manual spend (e.g., redemption, adjustment, etc.).
Reason: The reason for the manual spend adjustment (e.g., reward, error correction, etc.).
Admin Email: The email address of the administrator who performed the manual spend adjustment.

User ID: Adjustments will be made based on the user id.
Order ID: It's an optional field, if you know the order id then you can add it here.
Action: Select the action id from the drop-down list. “Manual Spend Adjustment“ is the selected default Action.
Adjust Spend Amount: User will have to enter the spend amount to be modified (use minus - sign to debit the spend) here and based on the entered spend amount when the user will save the popup ,based on the ratio defined purchase points will be awarded or removed.
Reason: Select the reason for this adjustment from the drop-down list or enter your own reason of modifying the Spend.

If you have 3 tiers based on the purchase amount and the tier ratio is defined as 2x for all. The tier threshold is 0, 100, and 500 spend respectively, for tier levels 1,2, and 3.

You can adjust the customer’s spend by crediting or debiting the amount and accordingly purchase points will be awarded or removed.

Based on 2x ratio in purchase action 109 and tier ratio 2 , the user should be getting 400 points and the user’s tier will be upgraded to gold tier.

If you want to debit the points, you have to follow the same above process but the spend amount provided in adjust spend amount should be negative in value.