Loyalty Reports

From the main screen of Retailer, click on Reports -> Customer -> Loyalty.
The following options can be configured:

In Date Range section, tick Show Points Accrued For A Date Range and enter a Start Date and End Date.
In Customers to Include, select All Loyalty Customers or Selected Customer and press [Enter] to select a specific customer.
In Expiry Details, tick Only Include Customers With Points Due To Expire In and specify a number of days.
In Points Balance, tick Only Include Customers With Points Balance Between and specify a range of points.
In Report Order, select between List in Customer Number Order or List in Customer Surname Order.
In Customer Categories, choose between All Categories or Selected and specify a specific category.

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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