Merchant ID (Include all as needed)
Merchant POC Email
State / Province AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA Puerto Rico RI SC SD TN TX UT VA VT WA Washington, D.C. WI WV WY AB BC MB NB NL NT NS NU ON PE QC SK YT Jamaica
Time Zone for Request (Invoice / credit usage data should use UTC time) Eastern Central Mountain Pacific Alaska Arizona Hawaii Yukon Newfoundland UTC
Timing (rush includes a 25% premium on job cost) Standard Rush
Request Type Analysis List Export Custom Dashboard
Goal of Request
One-Time vs Recurring Request One Time Recurring
Recurring Schedule - Provide Frequency and Delivery Day / Date (Example: Weekly on Tuesdays, monthly on the 1st, one-time only)
Request Recipients - Email Addresses (Please note: Any requests that include PII may only be delivered to your CSM to be uploaded for you via Springbig's File Exchange)
Time Period of Report or Export (current / as of date / specific time range)
Analysis / Dashboards
Description/Formulas For Specific Calculation(s)
Member/Transaction Criteria (as necessary)
List Export
List Inputs and Filters (Describe the criteria for identifying the list)
List Export Output - Standard columns Include: Member ID, first, last, relevant date, and any requested inputs or filters. Enter any additional column requests below, if necessary; leave blank for Standard columns only
Additional Output Columns Requested Beyond Standard Columns Listed Above (Please include explanations for any requested custom calculated fields)
Please Add Any Additional Comments or Instructions
Comments