Points By Customer

The Points by Customer Report is a comprehensive tool designed to provide an overview of customer transaction activity within your loyalty program. It tracks key metrics such as points earned and spent, both excluding and including manual adjustments, providing insight into user behavior and engagement levels. This report is an essential resource for businesses to track and analyze customer loyalty, identify trends, and strategize to enhance the customer experience.

Columns in the Points By Customer Report

• Customer name

• Customer email

• Points earned excluding adjustments: Points that the user earned, excluding manual point adjustments.

• Points earned via adjustments: Points that were exclusively earned via point adjustments.

• Points spent excluding adjustments and expirations: Points that the user redeemed, excluding all manual point adjustments and expirations.

• Points removed via adjustments: Points that were exclusively removed via point adjustments.

• Points expired: Points that were expired due to one of the expiration rules.

• Earn transactions excluding adjustments: The number of earning transactions the customer had, excluding point adjustments.

• Earn adjustment transactions: The number of times positive point adjustments were made to this customer's account.

• Redeem transactions excluding adjustments: The number of redeeming transactions the customer had, excluding point adjustments.

• Redeem adjustment transactions: The number of time negative point adjustments were made to this customer's account.

• Expiration transactions: The number of times the customer's points were expired.

• Birthday

• Phone number

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

• Banned: Whether or not the customer is banned.

• Perkville join datetime: The date and time at which the customer joined the loyalty program.

• User ID

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

• Membership 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.

Filters for the Points By Customer Report

Before running the report, you can apply the following filters to customize the data:

• Start Date/End Date: Define the date range for the report to include only the transactions that were created within this period.

• Locations: Select the locations where you would like to inspect customer point earning.

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.