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Loyalty Reward Accrual Summary

Loyalty Reward Accrual Summary report help

Updated over 2 months ago

If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.

IS THIS REPORT RIGHT FOR ME?

Uses

* Shows all reward accruals done. (A reward accrual is defined as when a reward wallet is added to.)
* Helps you determine the amount of rewards given to your guests.
* Additions to comp cards show up in this report.
* Rewards accrued is one way to measure the success of your program. If many people are earning rewards, this shows a high level of participation in your program.

Restrictions

* None

SAMPLE OUTPUTS
All Tiers, All Campaigns

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All Tiers, One Campaign

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HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report shows reward accruals by store, tier, and reward type. The report is sorted first by store. The reward wallet may be added to by a wallet adjustment (through the web CSR interface), through a campaign adjustment, or through the regular processing of a rule at the POS. The transaction type column shows how the reward was added to the card. “Add Redeem” is a reward added at the POS level, “Campaign Adjustment” shows rewards added through a campaign%, “Rules Engine Adjustment” shows those added through the web interface.

Transaction type is followed by the total transactions, which show how many transactions took place. This column is followed by the wallet label column, which is the name of the reward wallet and rewards accrued, which shows how much was added in total to the reward wallet.

There is a summary section at the bottom that shows totals, for all stores combined, by wallet, which includes all reward wallets.

Column Name

Definition

Store Number

The Paytronix number for the store where the transaction took place

Store Name

The Paytronix name for the store where the transaction took place

Tier

The Paytronix subsection of the card template

Transaction Type

There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry.

Total Transactions

The total number of transactions completed

Wallet Label

The name of the reward wallet

Rewards Accrued

The total number of rewards added to the cards

I LIKE IT, SO HOW DO I RUN THIS REPORT?

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  1. First enter the date range for which you’d like to run the report.

    • Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up by your custom fiscal periods, you may also choose to run the report by fiscal period.

    • Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.

  2. Check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.

  3. Select the desired Tier from the drop down menu or leave “All” selected.

  4. Select the desired Campaign Occurrence from the drop down menu or leave “All” selected.

  5. Click Submit!

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