Loyalty
Loyalty reports provide insights into the performance of your loyalty program and customer engagement. Use these reports to track loyalty transactions, monitor points earned and redeemed, and evaluate the overall effectiveness of your loyalty initiatives. This section consists of two reports:
Loyalty Transaction Details
This report gives you a detailed view of all loyalty transactions completed for your store. Use it to review points earned, redeemed, expired, or reversed across your loyalty program.
Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Loyalty Transaction Details under Loyalty.
| Fields | Description |
|---|---|
| Loyalty Program | Name of the loyalty program in which the transaction occurred. |
| Status | Status of the loyalty transaction (e.g., Active, Expired, Redeemed). |
| Start Date | Start date of the loyalty program membership. |
| Customer | Name of the customer associated with the loyalty transaction. |
| Points | Number of loyalty points credited or debited in the transaction. |
| Amount | Transaction amount in the store currency. |
| Type | Type of activity such as points earned, redeemed, expired, or reversed. |
| Date | Date and time the transaction was recorded. |
| Reference | Order ID, promotion, or other reference associated with the transaction. |
Use this report to monitor customer engagement and understand how points move through your loyalty program.
Loyalty Program Summary
This report gives you an overview of the loyalty program activity in your store. It helps you understand program details, validity periods, and total points performance.
Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Loyalty Program Summary under Loyalty.
| Fields | Description |
|---|---|
| Loyalty Program | Name of the loyalty program. |
| Status | Status of the program (e.g., Active, Inactive). |
| Description | Description or details of the loyalty program. |
| Start Date | Start date when the loyalty program becomes active. |
| End Date | End date or expiration date of the loyalty program. |
| Redeem Start Date | Start date when customers can begin redeeming points. |
| Redeem End Date | End date or deadline for point redemption. |
| Total Points Earned | Total loyalty points issued or earned by all customers in the program. |
| Total Points Redeemed | Total loyalty points redeemed or used by customers. |
Use this report to measure the performance of your loyalty program and identify trends in customer participation and point usage.