1. Creating and Administering Analytics and Reports for Loyalty
  2. Work with Prebuilt Loyalty Analytics

4Work with Prebuilt Loyalty Analytics

This chapter contains the following:

Review Prebuilt Loyalty Analytics

Loyalty analytics comes with prebuilt analytics designed specifically for the following loyalty roles:

  • Loyalty marketing managers. This role is responsible for creating the loyalty program and for authoring loyalty promotions for member engagement.

  • Loyalty program managers. This role is responsible for administering the loyalty program.

Note: It is recommended to avoid permanently deleting Point Types from Programs as this might cause data discrepancy in OTBI Reports.

Edit Prebuilt Loyalty Analyses

You can edit prebuilt analytics in BI by selecting a directory and then selecting Edit when the contents appear in the pane. The analysis opens in another window for editing.

To edit a prebuilt loyalty analysis:

  1. Open Tools and then select Reports and Analytics.

  2. In Reports and Analytics, click Browse Catalog and then in the Folders section of the Catalog window, navigate to the folder where the Loyalty prebuilt analyses are provided.

    For example, Shared Folders > Loyalty > Embedded Content > Loyalty Program Manager > Dashboards.

  3. Select an analysis you want to edit in BI, for example Loyalty - Member Insights.

  4. Edit the analysis.

  5. Select columns from the Subject Area pane that you want to appear on the editing palette.

  6. Click the gear icon for editing options, for example filtering and deleting that column from the analysis.

Prebuilt Loyalty Analyses

The following table lists the analyses designed for loyalty marketing managers and loyalty program administrators to evaluate how aspects of their loyalty programs are doing against the targets.

Report Title Report Description Column Description

Loyalty - Accruals and Redemptions Trend

Shows the transactions (the accruals and redemptions) over time for different programs. With this report, you can analyze the transaction trends for a particular loyalty program over a given period, for example, for one year.

The input parameters are:

  • Program (single-select).

    The default is the last created program; however, you can select any listed program.

  • Year (single-select)

    By default, the report selects the current year; however, you can select individual years.

Shows information as a line chart as follows:

  • X-Axis: Month

    The months of the selected years.

  • Y-Axis: Transactions

    The number of accrual and redemption transactions in the month.

Loyalty - Active Members by Redemptions

Shows the most active members by the last redemption transaction date. Use this report to analyze member engagement.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

Shows information as a tabular report with the following columns:

  • Member Name

  • Joined Date

  • Last Redemption On

Loyalty - Churn Analysis

Shows the member churn rate, which is the rate at which members are leaving a Loyalty program. Use this report to review the member churn rate and to visualize the rate at which members are leaving the program

The report provides a count of all members who have left the program at the end each period, and includes the members who have become inactive or canceled.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Show View (single-select)

    The default is Line Graph; however, you can select either Line Graph or Bar Graph.

Shows information as a graphical line chart or a bar chart with the following information:

  • X-Axis: the Year and month for each record in YYYY/MM format with the legend as Month.

  • Y-Axis: Churn Rate (%)

    The report shows Churn Rate as a percentage of members who became inactive over the period relative to members who were active at the start of the period. The rate is either in the form of discrete bars for each month in the bar chart or as a connected line graph for each month in the line chart.

Loyalty - Member Insights

Shows the distribution of members by tier, member status, geography, and referral status.

The following views are available:

  • By Tier

    This is the default view.

  • By Status

  • By Referral Status

  • By State

The input parameter is:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

Shows information as a bar chart as follows:

  • X-Axis: Tier, Member Status, Referral Status, or State

  • Y-Axis: Members

Loyalty - Member Revenue By Tier

Shows the member revenue by tier for the tier class.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Tier Name

    Ordered by tier-level from lower to higher tier.

  • Y-Axis: Member Revenue

Loyalty - Member Revenue by Various Dimensions

Shows the member revenue for a given loyalty program for partners or products. Use this report to review the member revenue by various dimensions, for example, partners and products, and to understand the dimensions that bring in revenue to the program.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

  • Dimension

    The default is Partner; however, you can select either Partner or Product.

Shows information as a line chart as follows:

  • X-Axis: The selected dimension, either Product or Partner.

  • Y-Axis: Total Revenue

    The total revenue obtained through the selected dimension, either Product or Partner, in the form of a connected line graph for each record of the dimension.

    Note: Only processed transactions are considered when calculating member revenue.

Loyalty - Member Tier Changes

Shows the activity of members over time as they move up or down tiers by displaying the count of all member tier changes for each tier class at the end each period. Use this report to review the activity over time and understand the volume of members moving up and down tiers.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart with the following information:

  • X-Axis: Tier

    The report presents the tier levels in ascending order from the lowest tier to the highest tier.

  • Y-Axis: Members

    The number of member tier movements that moved from:

    • The lower to higher tier

    • The higher to lower tier

Note: The count of member tier changes excludes members who have closed their membership accounts.

Loyalty - Member Tier Movement

Shows the activity of members over time as they move up or down tiers by displaying the count of all member tier changes for each tier class at the end each period. Use this report to review the activity over time and understand the volume of members moving up and down tiers.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a tabular chart with the following columns:

  • Tier Name

    The tier names are presented in descending order from the highest tier to the lowest tier.

  • Moved to a Higher Tier

  • Moved to a Lower Tier

  • Average Days to Move to a Higher Tier

  • Average Days to Move to a Lower Tier

Note: The count of member tier changes excludes members who have closed their membership accounts.

Loyalty - Members at Risk

Shows the members who are at risk of leaving the loyalty program based on how recent their transactions are. Use this report to identify all members:

  • Whose last accrual transaction date and last redemption transaction date is more than 6 months earlier than the current date,

  • Who have at least one expired point,

  • Who have a joining date greater than a year from the current date.

The input parameter is Program (single-select).

The default is the last created program; however, you can select any listed program.

Shows information as a tabular report with the following columns:

  • Member Name

    Note: Member Name includes members with Active, Dormant, Payment Pending, and Potential Fraudulent member status, and excludes all members with a Canceled, Inactive, and Merged member status. Member Name also includes all customer added status labels.

  • Tier Name

  • Last Accrual Date

  • Last Redemption Date

    You can sort this column in ascending or descending order.

  • Points Expired

Note: The report sorts the table using the Tier Sequence Number.

Loyalty - Members By Referrals

Shows the distribution of members by member referral.

The input parameter is Program (single-select).

The default is the last created program; however, you can select any listed program.

Shows information as a pie chart where members are segmented by information from the following columns:

  • Referral

  • Nonreferral.

Loyalty - Members by Transaction Recency

Shows the distribution of members by their most recent transactions.

The input parameter is Program (single-select).

The default is the last created program; however, you can select any listed program.

Shows information as a tabular report with the following columns:

  • Recency Criteria

    For example, within the last 30 days.

  • Number of Members

    The number of members that have met the criteria.

Loyalty - Membership Trend

Shows the total loyalty membership and distribution of members by member status by month.

The following views are available:

  • Total Membership Trend

    This is the default view.

  • Membership Status Trend

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis Month

    The report shows the year and month as YYYY/MM.

  • Y-Axis: Members

    The number of members depending on the selected view:

    • Total Membership Trend

      Shows the number of total members over time.

    • Membership Status Trend

      Shows the number of members distributed by status such as Active, Inactive, Canceled, and so on, over time.

  • X-Axis: Month

  • Y-Axis: Members

Loyalty - New Enrollments

Note: This report is available only through the Members Dashboard.

Shows the new enrollments in a loyalty program over a specific time period and analyzes the rate of member enrollment into each program. Use this report to review the new enrollments over time and visualize the enrollment trend for each program.

The input parameters are:

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Program Type (multi-select)

    The default is all programs; however, you can select a specific program by the program name.

Shows information as a multiline chart, and alternatively as a bar chart, as follows:

  • X-Axis: Can be one of the following:

    • Year.

      Segmented by the total at the end of each month.

    • Quarter.

      Segmented by the total at the end of each week.

    • Month.

      Segmented by the total at the end of each day.

  • Y-Axis:

    # of New Members

    The count of all new member enrollments at the end of each period, segmented by time and tier.

Loyalty - Partner Point Balance - Details

Shows the point statistical trends for transactions attributed to the selected partner in a given time period, for example, one year. Use this report to view and analyze the point trends for partner transactions for a given time period.

For example, if you have launched four different loyalty programs, then using this report, you can select a single program out of the four programs along with the year of reference, to analyze the point statistic trends for each month in the selected year.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (single-select)

    The default is the current year; however, you can select other available years.

  • Partner Name (single-select)

Shows information as a stacked multi-bar chart as follows:

  • X-Axis: Year and month presented as YYYY/MM.

  • Y-Axis: Points, which include the following:

    • # of Points Accrued

    • # of Points Redeemed

    • # of Points Expired

    • # of Points Available Balance

    Note: The point statistics include the number of points accrued, the number of points redeemed, the number of points expired, and the available point balance.

Loyalty - Partner Promotions

Shows all promotions and points accrued through a promotion for a given partner. With this report, you can analyze the effectiveness of each promotion run by the partners over the lifetime of the promotion.

Note: The transactions don't include enrollment and referral transactions because these transactions are automatically triggered after an enrollment and referral has been made.

The input parameter is:

  • Partner Name (single-select)

    The default Partner Name is the partner with maximum number of points that have been accrued across promotions; however, you can select other available partners.

Shows information as a tabular report with the following columns:

  • Partner Name .

  • Promotion Name

  • Number of Points Accrued

For example, if you have multiple partners associated with different programs, using this report, you can select a single partner and list all the promotions created by the partner as well as the overall points accrued by that partner.

Loyalty - Partner Revenue - Trend Chart

Shows the quarterly revenue trend for comparison between selected partners in a particular loyalty program for a given time period, for example, one year. With this report, you can compare the revenue generated by different partners for a particular loyalty program on a quarterly basis for a period of a year.

For example, if you have launched 4 different Loyalty programs, then you can select a single program out of the 4 programs along with the year of reference and the partners to compare, and then compare the revenue generated by selected partners over the year of reference split by quarters.

The input parameters are:

  • Program (single-select).

    The default is the last created program; however, you can select any listed program.

  • Year (single-select)

    By default, the current year is selected; however, you can select individual years.

  • Partner Name (multi-select)

    By default, all partners are selected; however, you can select individual partners to a maximum of 10 partners.

Shows information as a multi-line chart as follows:

  • X-Axis: Quarter

    Quarter is presented as YYYY Q N

    • Year and quarter number

    • Partners selected

  • Y-Axis: Revenue

    The partner revenue (in dollars)

    Note: Only processed transactions are considered in the revenue calculation.

Loyalty - Partner Transactions

Shows the partner transaction trends, such as the trends for accruals and transactions for a loyalty program over a time period, for example, one year. Use this report to view and analyze trends in partner transactions such as accruals and redemptions, for a program over a time period.

For example, if you have launched four different loyalty programs, then using this report, you can select a single program out of the four programs along with the year of reference, to analyze the partner transaction trends for accruals and redemptions over the for each month in the selected year.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (single-select)

    By default, the current year is selected; however, you can select individual years.

  • Partner Name (single-select)

    The default partner is the first partner in the list, which is in alphabetic order; however, you can select other available partners.

Shows information as a multiline chart as follows:

  • X-Axis: Month

    The months of the year, presented as YYYY/MM

  • Y-Axis: Transactions

    The report organizes the transactions by accrual and redemption transactions.

    Note: The transactions don't include enrollment and referral transactions because these transactions are automatically triggered after an enrollment and referral has occurred.

Loyalty - Points Expired

Shows the points expired and member balances against each tier for a given point type. Use this report to review the points expired and the remaining point balances for each tier.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Point Type (multi-select)

    By default, the report displays all point types; however, you can select individual points types associated with the program.

Shows information as a tabular report with the following columns:

  • Tier Name

    The tiers are sorted in ascending sequence.

  • # of Points Expired

  • Member Points Balance

    The total point balance for all members in the tier.

Loyalty - Points Expiring

Shows the points expiring for all tiers in a given tier class within incremental time frames (week, month, or quarter), from the current time of reference. Use this report to review the points expiring in the next 7 days (week), next 30 days (month) and next 90 days (quarter).

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Show View (single-select)

    The default is Bar Chart; however, you can select either Bar Chart or Table.

For example, the expired points returned for:

  • The Next 7 Days report generated on Jan. 16th are those points expiring between Jan. 16, 2018 and Jan. 23, 2018. The Points Expiring report is in the form of a sliding window, which moves based on the current date when the report is populated.

  • The Next 30 Days report generated on Jan. 16th are those points expiring between Jan. 16, 2018 and Feb. 16, 2018, from the next day to the current date for the next month.

  • The Next 90 Days report generated on Jan. 16th, are those points expiring between Jan. 16, 2018 and Apr. 16, 2018, from the next day to the current date after 3 months.

Shows information as a horizontal bar chart as follows:

  • X-Axis: Points

    The points that are expiring in the next 7 days, next 30 days, or next 90 days.

  • Y-Axis: Tier Name

    The report sorts the tiers in ascending sequence.

The report also shows information as a tabular report with the following columns:

  • Tier Class Name

  • Tier Name

  • Within Next 7 days

  • Within Next 30 days

  • Within Next 90 days

Loyalty - Points Liability Trend

Shows the trend of the primary point count for a given loyalty program or for all loyalty programs over a specific time period. Use this report to review the point activity over time to visualize the total change in point liability.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Show View (single-select)

    The default is Line Graph; however, you can select either Line Graph or Bar Graph.

Shows information as a line chart or a bar chart as follows:

  • X-Axis: Month

    The report presents the month and year as YYYY/MM

  • Y-Axis: Points

    The count of all primary points at the end each quarter..

Loyalty - Primary Points Accrual, Redemption, Expiration and Point Balance Trend

Shows the primary point accrual, redemption and expiration, and point balance trends for a given loyalty program over a specific time period. Use this report to review the activity over time to understand the relative points activity.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Show View (single-select)

    The default is Line Graph; however, you can select either Line Graph or Bar Graph.

Shows information as a multi-line chart and alternatively as a bar chart as follows:

  • X-Axis: Month

    The report presents the month and year as YYYY/MM

  • Y-Axis: Points

    The report displays the accruals, redemptions, and expiration point counts as well as point balance.

    The values start at 0 at the origin, and are scaled to encompass all values up to the next major increment above the peak value of points, redemptions, and points expired.

Loyalty - Program KPIs

Shows the current status of the loyalty program's key performance indicators (KPI) to understand the program's success by analyzing members' point earning and redemption velocities. Use this report to understand the velocity with which members are earning and burning points.

The loyalty program KPI's that are displayed are for the last completed quarter. For example, if today's date is April 10, 2018, then the data displayed will be for Q1 2018, or Quarter 1 of the year 2018.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Point Type (single-select)

    By default, the report displays all point types for the program. It displays the primary point type in brackets, for example, if Base is the primary point type, then the report displays Base (Primary).

Shows information as a summary report with the following entries:

  • # of Members

    The number of members enrolled into the loyalty program as of the last completed quarter.

  • # Inactive Members

    The number of members that are inactive as of the last completed quarter.

  • Enrollment Growth Rate

    The growth rate of the last completed quarter as compared to the previous quarter.

  • # of Points Accrued

    The total number of points that members have accrued.

  • # of Points Redeemed.

    The total number of points that members have redeemed.

  • # of Points Expired.

    The total number of points that have expired.

  • Points Earning Rate

    The earnings rate for the last completed quarter compared to the previous quarter. The report calculates the rate as: 

    (#Points Accrued/Member Point Balance) * 100

  • Points Burning Rate

    The rate of points redemption for the last completed quarter compared to the previous quarter. The report calculates the rate as: 

    (#Points Redeemed/Member Point Balance) * 100

  • Expiration Rate

    The points expiration rate for the last completed quarter compared to the previous quarter. The report calculates the rate as: 

    (#Points Expired/Member Point Balance) * 100

Loyalty - Program Liability Trend

Shows the monetary liability of a loyalty program, based on the outstanding point balance and the cost for each point. The report calculates monetary liability as follows: 

Outstanding Point Balance * Cost per Point

Use this report to analyze the monetary liability of the program based on the outstanding point balance and cost for each point.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Quarter

    The report presents the month and year as YYYY/MM

  • Y-Axis: Program Liability

    The program liability in dollars.

For example, if you have launched 4 different Loyalty programs, then you can select a single program out of the 4 Loyalty Programs along with the year of reference to analyze the program liability for each quarter for the selected year.

Loyalty - Program Revenue YoY

Shows the loyalty program revenue for different years for comparison across quarters. Use this report to review the quarterly revenue generated by a program year-on-year.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a multiline chart as follows:

  • X-Axis: Quarters (in the year)

  • Y-Axis: Total Revenue

    The revenue generated by all active members in the program, by quarter, for each year selected.

    Note: Only processed transactions are considered for revenue calculation.

    In addition, members who have closed their accounts aren't included in the revenue calculation.

Loyalty - Programs at a Glance

Shows all the loyalty programs and their current metrics and Key Performance Indicators (KPIs) for comparison and decision-making purposes. Use this report to understand how the programs are functioning and to monitor the progress and success of a program.

There are no input parameters for this report.

Shows information as a tabular report with the following columns:

  • Program Name

  • Start Date

  • Accrued Points

    The total number of points accrued for all the members for each loyalty program for all point types.

  • Redeemed Points

    The total number of points redeemed for all the members for each loyalty program for all point types.

  • Expired Points

    The total number of points expired for each loyalty program for all point types.

  • Transactions

    The total number of transactions for all members for each loyalty program.

  • Total Revenue

    The total revenue for all members for each loyalty program.

    Note: The report only includes processed transactions in the revenue calculation.

Loyalty - Redemption Velocity

Shows how fast members are redeeming their points in a given loyalty program, which is expressed as a burn rate. Use this report to review and visualize the redemption activity and velocity over time.

Note: The count of all primary points at the end each period excludes points for members that have closed their membership accounts.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Show View (single-select)

    The default is Line Graph; however, you can select either Line Graph or Bar Graph.

Shows information as a line chart and alternatively as a bar chart, as follows:

  • X-Axis: Month

    The report presents the month and year as YYYY/MM

  • Y-Axis: Burning Rate (%)

    The rate at which members are redeeming their points expressed as a percentage.

Loyalty - Revenue by Partner

Shows the revenues generated by different partners for a loyalty program. Use this report to view the revenues generated by different partners in a loyalty program.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Partner Name (multi-select)

    By default, all partners are displayed. You can select a maximum of 10 partners for revenue comparison.

  • Show View (single-select)

    The default is Line Chart; however, you can select either Line Chart or Bar Chart.

Shows information as a line chart or a bar chart as follows:

  • X-Axis: Partner Name

  • Y-Axis: Revenue (dollars)

For example, if you have launched four different loyalty programs, then you can select a single program out of the four programs along with multiple partners under the selected program to compare the revenues generated by these partners over the lifetime of the program.

Loyalty - Revenue Influenced by Program

Shows the revenue influenced by the loyalty program over a selected time period.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Quarter

    The report displays the year and quarter as YYYY Q n.

  • Y-Axis: Member Revenue

Loyalty - Top N Partners by Revenue

Shows the top partners for a loyalty program sorted by the revenue generated. Using this report, you can list and analyze the top partners for a program in terms of revenue generated through partner products or services.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

Shows information as a tabular report with the following columns:

  • Partner Name

  • Revenue

    Revenue over the lifetime of the program, in dollars. You can sort the revenue in ascending or descending sequence.

    Note: The report only considers processed transactions when calculating revenue.

For example, if you have launched 4 different Loyalty programs, then you can select a single program out of the 4 programs and the top 5 partners for revenue generated. The report lists the revenue generated through these partners for that program in descending order by default.

Loyalty - Top N Promotions by Earning Rate

Shows the top influential promotions for a Loyalty program by the earning rate. With this report, you can review promotions over time to understand the top performing promotions.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (single-select)

    The default is the current year; however, you can select other available years.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

Shows information as a tabular report with the following columns:

  • Promotion Name

  • Earning Rate (%)

The report sorts promotions from the highest to lowest earnings rate.

Loyalty - Top N Redemption Products

Shows the top redemptions by product, ranked by the number of redemptions.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

Shows information as a tabular report with the following columns:

  • Product Name

  • Number of Redemptions

Loyalty - Top N Referral Sources

Shows the top referral sources, ranked by the number of members referred.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Top N (5, 10, 20, 50)

    Selects the number of records to display as the top N dimensions on chart based on the revenue generated. The default is 10.

Shows information as a tabular report with the following columns:

  • Referral Source Name

  • Referral Source Member Number

  • Members

Loyalty - Transactions by Status

Note: This report is available only through the Transactions Dashboard.

Shows the number of transactions grouped by status for each day for the last week.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Day

    The report shows the past 7 days from the current day.

  • Y-Axis: Transactions

    The number of transactions grouped by transaction status , such as, New, In Process, Rejected, and Completed.

Loyalty - Transactions by Tier

Shows the accrual and redemption transactions by member tier.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

  • Show View

    The default view is Transactions; however, you can select either the Transactions or the Accrual and Redemption view.

For the Transactions view, the report shows information as a pie chart segmented by information from the following columns:

  • Number of Transactions

  • Tier Name

For the Accrual and Redemption view, the report shows information as a line chart for each tier, with the following information:

  • X-Axis: Months

    The report shows the years and months as YYYY/MM.

  • Y-Axis: Transactions

    The number of transactions for each tier level.

Loyalty - Transactions by Type

Shows the number of accrual and redemption transactions for each month

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Month

    The report shows the years and months as YYYY/MM.

  • Y-Axis: Transactions

    The number of transactions broken down by transaction type, such as, Accruals and Redemptions.

Loyalty - Vouchers Trend

Shows the number of vouchers awarded to members over time.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Year (multi-select)

    The default is the current year; however, you can select other available years.

Shows information as a bar chart as follows:

  • X-Axis: Month

    The report shows the years and months as YYYY/MM.

  • Y-Axis: Vouchers:

    Shows the number of vouchers broken down by voucher statuses, such as Available, Expired, Reissued, and so on, at the end each month.

Loyalty Partners - Prepaid Partner Point Usage Trend

Displays the trend of the prepaid partner's point usage for a particular program for a specific time period viewed by:

  • Partner

  • Point type

Note: This report requires the Points Usage Real Time Subject Area, which only provides data related to prepaid partners.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Criteria (single-select)

    You can select either "By Partner" or "By Point Type".

  • Partner Name (multi-select). Available only if you select "By Partner" for Criteria.

    By default, the report displays all partners for the selected program. You can select a maximum of 10 partners. When you select a particular partner, the report displays the trend for point blocks for different point types.

  • Point Type (multi-select). Available only if "By Point Type" is selected for Criteria.

    All point types related to the prepaid partner are displayed. When you select a point type, the trend for partners are displayed having point blocks of the selected point type.

  • Year (single-select)

    The default is the current year; however, you can select other available years.

Shows information as a line chart as follows:

  • X-Axis: Month

    The month for the year.

    In addition, the legend for the prepaid partners or point types.

  • Y-Axis: The prepaid partner points used, shown either by partner or by point type for the selected program.

This trend report aggregates all the utilized points in point blocks of a particular point type of the selected prepaid partner, for a selected program.. It uses the conversion rate for the prepaid partner and shows the partner points utilized for the specified time period.

Note: This report displays only the number of points utilized from the point blocks and doesn't display any top up or refills of points done by the partner in the specific period under consideration.

Loyalty Partners - Reward Cost of Partner Products

Displays the points for products rewarded to the loyalty program members through partners. The report measures the points of the rewarded partner products for a particular program over a specific time period. With this report, you can:

  • Track the reward cost of all the partner products provided to loyalty members by your organization to estimate the future requirements and budget accordingly.

  • Compare the liability across different partners and check the return on investment in order to focus or to make business decisions on certain partners.

The input parameters are:

  • Program (single-select)

    The default is the last created program; however, you can select any listed program.

  • Partner Name (multi-select)

    By default, the report displays all partners. You can select a maximum of 10 partners for revenue comparison.

  • Point Type (multi-select)

    By default, all point types are displayed; however, you can select individual points types associated with the program.

  • Year (single-select)

    The default is the current year; however, you can select other available years.

Shows information as a line chart displaying the points for all products rewarded through all partners of the selected loyalty program, as follows:

  • X-Axis: Quarter

    The quarter for the year are presented as: YYYY Qr

    In addition, the legend for the partners.

  • Y-Axis: The points for all products rewarded through the partners of the selected program.

Alternatively, the report shows information as a bar chart.

Note: The host organization assigns points in this report to the partner products that it rewards to its members and not the partner points or currency based on the terms and conditions between the partner and the host organization.