Reports: Specialized

The Specialized Reports page actually includes reports in several categories:

  • Specialized Reports
  • Signage Reports
  • Activity Reports
  • CSR Activity Reports

General rules:

Click the name of a report to generate it. You can customize the contents and format of most reports. As soon as the report opens, select the subject of the report and specify the time periods that you want the report to cover.

Customer Recency Report

Both the graph and the table in this report show how many customers (both registered and anonymous customers) made a purchase every week in the past year. This report shows the most recent purchase made by your customers.

A registered customer is a customer enrolled in your loyalty program. An anonymous customer is a non-registered customer who performed a transaction.

Note: Anonymous customers cannot be distinguished from one another or from one transaction to the next, so it is possible that individuals who make multiple purchases (without identifying themselves) are counted multiple times as anonymous customers.

This report does not provide calendar dates.

Points Time Series Report

Also known as the Points Summary Report, this report shows points earnings and redemption data over time.

This report shows your outstanding points liability, that is, the number of points your company has awarded that have not been redeemed.

To set up this report, select the total report timeframe that the report covers, and the smaller time increments (periods) for which data is reported.

For each incremental period of time covered by the report, the following data is provided:

# Customers Earning Points (No Offers)
The number of unique customers who earned points outside of an offer (that is, points awarded by the main program, tiers, clubs, or by CSR agents).
Total Points Earned (No Offers)
The total number of points earned by unique customers who earned points outside of an offer (that is, points awarded by the main program, tiers, clubs, or by CSR agents).
# Customers Earning Points (Offers)
The number of unique customers who earned points through an offer.
Total Points Earned (Offers)
The total number of points earned by unique customers who earned points through an offer.
Total Points Used (Awards)
The total number of points used (that is, redeemed, spent, burned) by customers in exchange for rewards.
Total Awards Earned (monetary units)
The monetary unit value of the total points earned by customers.
Number of Awards Earned
The number of awarded units earned by customers.
Outstanding Points
The total number of points earned by customers that currently remain unused or unredeemed (and unexpired, if your company causes points to expire). Note that there is no total shown on the bottom line in the Outstanding Points column; this is because each row shows a running total for the given time period. Totals for each of these values over the entire report timeframe are also provided (except for the outstanding points values, which already take the form of running totals).