Loyalty Point Accrual Summary

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 total point accruals for the period for which the report is run
* Displays totals for all add and internal wallets
* Helps to determine effectiveness of your loyalty program by showing total volume

Restrictions

* None

SAMPLE OUTPUTS
One Store, Unlimited Days

HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report shows, by store, the total points accrued in the add and internal wallets. These most often include at least dollars spent, visits and points. To read the report, start in the left-most column and look at the store you’re interested in. There is also a summary of totals at the bottom of the report that combines all stores’ numbers and provides the number of unique guests who visited. The store number and name are followed by tier, transaction type and total transactions. Then we can see the wallet label and total points accrued. Please note that the “total points accrued” column usually includes dollars spent as well, not just points added to wallets.

The summary section at the bottom of the report includes the total transactions, wallet label, points accrued, and guest count. Note that the total transactions will often be more than the guest count because some guests will visit your restaurants more than one time during the period for which the report was run.

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 (for a further discussion of card templates and tiers, click here)
Transaction Type	There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. For a complete list, please click here.
Total Transactions	The total number of transactions that took place
Wallet Label	The name of the wallet that was added to
Points Accrued	The number of points that were added
Total Summary Section (Totals by Wallet)
Total Transactions	The total number of transactions that took place (all stores)
Wallet Label	The name of the wallet that was added to
Points Accrued	The number of points that were added (all stores)
Guest Count	The number of unique guests who added to the wallet

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

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.
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.
Select the desired Tier from the drop down menu or leave “All” selected.
Select the desired Campaign Occurrence from the drop down menu or leave “All” selected.
Click Submit!

Loyalty Point Accrual Summary