Challenge Progress by Individual

The "Challenge Progress by Individual Report" provides a detailed view of each participant's progress in a challenge. The report tracks when participants joined and completed challenges and measures progress against each requirement. Additionally, the report can be customized using filters for specific participant statuses and join date ranges, allowing businesses to focus on particular time frames to generate meaningful insights.

Report Columns

• Challenge: The name of the challenge.

• Name: The customer's name.

• Email: The customer's email.

• Loyalty program status: Their program status for the loyalty program.

• Member ID: The external ID of the member. Only applicable to businesses using memberships.

• Membership type: The member's membership type. Only applicable to businesses using memberships.

• Membership Status: Options include Active, Inactive, or None. Only applicable to businesses using memberships.

• Challenge joined date: The date and time on which the customer joined the challenge.

• Challenge completed date: The date and time on which the customer completed the challenge.

• [Column for each challenge requirement]: Each column title will include the name of the requirement (e.g. Checkin 5 times). The value in the column will reflect the customer's progress toward the requirement.

Report Filters

• Challenge Selection: The report includes a filter to select specific challenges by name, allowing businesses to generate insights for one or multiple challenges.

• Challenge Join Status: Include clients that joined the challenge or include all statuses (Joined, Pending, Opted out).

• Join Start/End Date: Define the start/end date to only include customers that joined within this range.

Generating the Report

To generate the Points By Customer Report:

1. Navigate to the Reports section in your Perkville dashboard.

2. Select Points By Customer from the list of available reports.

3. Apply the desired filters and choose your date range.

4. Click Run Report to export the data as a CSV file for further analysis.