Loyalty Points Report: Balance as on Date

The Balance as on date report allows you to view details of the following:

  • Loyalty points awarded against all the invoices raised at your center.
  • Loyalty points awarded against all the invoices of guests who have your center as the primary center.

    Follow these steps to run the report:

    1. Make sure you have selected the center for which you want to run the report. 
    2. On the Main menu, click the Reports tab.
    3. On the Reports Dashboard, click Marketing > Loyalty Points (from filter).
    4. Click Balance as on date. The report opens in a new tab. 
    5. Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel  or .CSV icons

    Filter Criteria

    Criteria Options Description
    Center Invoice center  This option is set by default. You can use this option to view the loyalty points awarded against each invoice raised at your center.
    Guest center

    You can use this option to view the loyalty points awarded against all the invoices of the guests who have your center as the primary center. The invoices can be from your center or other centers. 

    Date    By default, the report is set to current date. To view the report for a different date, click the calendar icon and select the required date.

    Column Descriptions

    Column Description
    INVOICE NO The invoice number. Clicking the invoice number opens the invoice details
    CODE The code assigned to the guest  
    GUEST The name of the guest. Clicking the guest's name, opens the guest's profile
    RECEIPT NO The receipt number
    PROGRAM NAME

    Regular loyalty program: The name of the promotion or "Loyalty Points" if there is no promotion
    Tiered loyalty program: Tier name

    EARNED The number of points earned on the invoice
    EARNED ON The date on which the points were awarded on the invoice
    REDEMPTION START The date starting which the guest can redeem points earned on the invoice
    REDEMPTION END The date ending which the guest cannot redeem points earned on the invoice
    BALANCE The accrued loyalty points balance

See Also

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