Loyalty Balance Report

Go to Reports → Customer Reports → Loyalty Balance

The Loyalty Balance report provides a concise overview of customers' loyalty points status within a loyalty program.

Details

The report includes the following fields:

• Customer: The name of the customer associated with the loyalty account.
• Customer #: A specific number assigned to the customer for identification purposes.
• Date Last Purchased: The most recent date on which the customer made a purchase or transaction.
• Points Balance: The current number of loyalty points accumulated by the customer.

This report enables businesses to monitor and analyze customer loyalty by tracking their points balance and purchase history. It helps in identifying loyal customers, understanding their engagement levels, and making informed decisions to reward or incentivize them based on their loyalty point accumulation.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

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