Loyalty Program
A report on loyalty program activity: points earned and redeemed, discounts, and customer participation over a period.
How to Access
Menu → Reports → Loyalty Program.
Route: /warehouse/reports/loyalty
Quick actions:
Overview
The report shows how the loyalty program performed over the period: how many points were earned, how many were redeemed, and what discount total that produced.
The earning rules are configured elsewhere — see Discounts and Gift Levels. This report only shows the result of applying them.
Filters
| Filter | Description | Required |
|---|---|---|
| Sales point | A specific point or all points | Yes |
| Period | Per shift, for a period, or shifts over a period | Yes |
Click Generate to build the report.
Export
The finished report exports to Excel and PDF, or goes to print.
Tips
- The Per shift period option requires a selected sales point — the shift list is loaded for a specific point.
- An empty report while discounts are clearly working means the discounts are not tied to customers: the loyalty program only counts transactions with an identified customer.
Related
- Clients — program participant records
- Discounts — earning and redemption rules
- Deposits and Points — current customer account balances
- Certificates — gift certificates