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The agreed short-tem solution is to have an csv file that can be exported for a specific usercustomer.
When the agent/user opens the admin tool, searches by a specific user customer and then it’s possible to export a file with data related with that customer.
The user can select the dates and export the file with the details for that data range / period.
As the file may take a while to get ready (as it is retrieving the historical data, depending on the date range, it might take more time to get all data), the flow should take this into account:
the user will receive a message to let them be aware that the file is being created and that they’ll get notified when it’s ready;
when the file is ready for download, the user will receive a notification and they can download it.
This file must include the following fields for a selected date range:
Customer details:
Customer name
Loyalty ID
Email
Telephone
Account creation date
Oder Other details:
Transaction ID
POS Transaction ID
Subtotal amount
Type of loyalty points
Received loyalty points
Used loyalty points
Transaction status (Completed, cancelled, etc)
Restaurant name / BK code
Channel
Date and hour
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[Document here the main insights from research if applicable]
customers page:
Orders Page:
4️⃣ Competitor Landscape
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