> For the complete documentation index, see [llms.txt](https://docs.perkville.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.perkville.com/features/reports.md).

# Reports

Perkville offers a variety of reports to help you monitor and analyze different aspects of your loyalty and referral program. By utilizing these reports, you can gain insights into the activity levels at your locations, track the effectiveness of your program, and understand overall customer behavior.

{% hint style="info" %}
Each report can be exported as a CSV file.
{% endhint %}

## Which report should I use?

Use this guide to choose the report that best matches the question you are trying to answer:

* **What is each customer's current point balance?** Use Points By Customer for customer-level point totals and balances.
* **What earning and redemption transactions occurred?** Use Transaction Detail for transaction-level history and filters.
* **How is my referral program performing?** Use Referral Overview for summary performance and Referral Details when you need individual referral records and statuses.
* **Which rewards are being redeemed?** Use Redemption Overview for summary redemption activity. Use Redemption Details when you need individual redemption records.
* **How many customers are registering for the program?** Use Registration Rate Overview for overall participation and Registration Rate by Location to compare locations.
* **How are individual customers progressing through a challenge?** Use Challenge Progress by Individual.

Each detailed report page explains the available columns, filters, and recommended use cases.

### Scheduling reports

Schedule reports to run automatically at a specific time. Choose a weekly schedule or run the report on the first day of each month.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2FuoVguzs6PWpuobEwHCX0%2FScreenshot%202026-07-27%20at%2011.16.51%E2%80%AFAM.png?alt=media&#x26;token=37aa5907-1332-49bb-b994-77b5fa8da3ac" alt=""><figcaption></figcaption></figure>

The report will run using the currently selected parameters, including either your fixed date range or a relative date range (e.g. last 7 days).

You can rename the report, change the runtime, or deactivate the report by navigating to the Scheduled reports tab.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2Fqf2gNiQUTmyYgCimQ5PZ%2FScreenshot%202026-07-27%20at%2011.21.17%E2%80%AFAM.png?alt=media&#x26;token=14b7f21d-050c-4a77-be5a-f8a6c97b581d" alt=""><figcaption></figcaption></figure>


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