Customer Loyalty

How to Display a Summary of Accrued or Redeemed Customer Loyalty Dollars

Redeemed Loyalty Points

The steps below will produce a report showing the loyalty dollars redeemed on each transaction for the desired period for a specific customer.

  1. Select Menu
  2. Select Reporting
  3. Select Sales Report
  4. Change the Report Type to Payment Method
  5. Enter and select the customer's name into the Search for anything filter
  6. Enter and select the name of the loyalty payment method (ie. Loyalty)
  7. Set the Consolidate By Report Type to No
  8. Select the desired Date and Time range

The payment amount column indicates the loyalty dollars used to redeem each transaction.​ For more details on the transaction, you can right-click on the invoice number and Open in new tab.

If you would like to view how a customer reached their current points balance, each event is recorded in the revisions on the customer view page. Follow the steps below to complete this action;

  1. Select Menu
  2. Select Customer Management
  3. Select Customers
  4. Locate the customer and select View
  5. Select Revision History, the field called Loyalty Points will indicate each change in loyalty value

Accrued Loyalty Points

To view each transaction for a particular customer and the points attributed to that transaction you can either run a sales report or view the total amount of loyalty points attributed to each transaction by filtering the customer in sales history

The steps below will show how to set up a sales report for a customer, indicating the number of points attributed to each product for all transactions between the chosen date range.

  1. Select Menu
  2. Select Reporting
  3. Select Sales Report
  4. Change Report Type to Product
  5. Enter and select the customer's name into the Search for anything filter
  6. Change Consolidated By Report Type to Unconsolidated
  7. Select the desired Date and Time range
  8. Select the Column icon on the right-hand side of the screen, search or scroll down to find Earned Loyalty Points and tick the checkbox. You can also remove any unwanted columns by unticking their respective checkboxes.

Note: For a customer export that includes total current loyalty points for all customers see How to Export Customer Details.