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Generating Partner Statements

The host organization communicates with its partners the details of partner activities through partner statements. A partner statement includes information about the member's transactions, beginning and closing point balance, redemption transactions, accrual transaction debits, and credits for points purchase. Marketing materials also are often sent with statements and include important messages or updates about the loyalty program.

Partners can receive statements by mail, by email, or through the partner portal, depending on their communication preference. You can also generate statements manually at the partner's request.

To generate partner statements

  1. Navigate to the Loyalty Statements screen, Partner Statements.
  2. In the Partners list, select the partner and click its Partner Number (#) hyperlink.
  3. In the Partner form, click Generate Statement.
  4. In the dialog box, enter the start date and end date for the statement, and click Submit.

    An electronic record of the statement is created.

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