Customer Loyalty Report

Customer Loyalty Report

Generating the Report

  1. From the main screen of Retailer, click on Reports → Customer → Loyalty.
  2. In Date Range section, tick Show Points Accrued For A Date Range and enter a Start Date and End Date.
  3. In Customers to Include, select All Loyalty Customers or Selected Customer and press [Enter] to select a specific customer.
  4. In Expiry Details, tick Only Include Customers With Points Due To Expire In and specify a number of days.
  5. In Points Balance, tick Only Include Customers With Points Balance Between and specify a range of points.
  6. In Report Order, select between List in Customer Number Order or List in Customer Surname Order.
  7. In Customer Categories, choose between All Categories or Selected and specify a specific category.
  8. In Customer Tags, enter Customer Tags to filter the Report to only Customers with any of the specified Tags
  9. Click Preview or Print to view the report.
  10. Click Export to save a Text File export of the report in C:\Tower\Retailer\Outtray\Loyalty.txt
    Note: See below for steps to save an Export using the Print button in the Report Preview screen

Reading the Report

The Customer Loyalty Report shows the following values:
  1. Customer Number
  2. Name
  3. Points Accrued
  4. Loyalty Sales
  5. Total Loyalty Sale Value
  6. Total Loyalty Gross Profit
  7. Avg Points Per Sale
  8. Points Redeemed
  9. Number of Redemptions
  10. Total Value of Redemptions
  11. Points Remaining

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
PDF - Click on the red PDF button at the top of the report and choose your save destination.
Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.

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