Loyalty Reports and Export

The Reporting tab has two Loyalty Program reports: Loyalty Export and Loyalty Program Usage.

Path: Reporting > Report Center

Loyalty Program Usage

The Loyalty Program Usage report displays all loyalty reward earnings and usage per customer within a specified date range.

Step	Action
1	From the Report Center drop-down list, select Loyalty Program Usage and enter a date range.
2	The report displays with the list of customer loyalty activity for that date range.
3	Based upon your reward threshold, the Rewards Earned reflect the Total Points Earned divided by the reward threshold.
4	Once a reward has been redeemed, the details of the transaction are listed below the customer name.

Loyalty Reward Returns

The rules for the Loyalty Rewards Returns are:

If a reward was applied to an order, it is redeemed.
A reward is only reactivated if ALL items in the original order are returned. There are no reward re-issuances on partial returns.
The returned reward is reactivated, using the original reward coupon code. Rewards are NOT available immediately after the return occurs, reactivation occurs as part of the daily cron.
When reissued, the "Redeemed" column is decreased and the "Issued" column increases.

Use the system setting Issuance Delay to manage when rewards are granted in combination with your return policy.

Loyalty Points Report

The Loyalty Points Report allows you to enter an amount of points below the threshold so you can view which customers are close to receiving a reward. This report can be exported to CSV files that can then be used for third-party communication tools or for further analysis.

Follow the steps below to generate the Loyalty Points Report report.

Step	Action
1	From the Report Center drop-down list, select Loyalty Points Report and enter the point level you want to report on. Click on the Start Report button.
2	The report lists all customers who are within the designated range of meeting the reward threshold.
3	The number of points needed is listed in the last column. The list will contain points above and below the reward threshold so negative values represent those above the threshold by the criteria you entered.

Loyalty Rewards Report

The Loyalty Rewards Report allows to you to enter a date range and then generate a list of customers that have reached the reward threshold. Both reports can be exported to CSV files that can then be used for third-party communication tools or for further analysis.

Follow the steps below to generate the Loyalty Rewards Report report.

Step	Action
1	From the Report Center drop-down list, select Loyalty Rewards Report and enter a date range.
2	Click on the Start Report button.
3	The report includes the information cited below.