1. Step 1: Log into Control Center  
   
2. Step 2: Choose Loyalty  
   
3. Step 3: Choose Reports  
   
4. Step 4: Choose Asset Reports 
   

1.1 Filters 

1. Date Range & Presets: This filter lets you select the report's time interval.  
   
2. Click inside the Start Date field.   
   
3. Select the specific date and time from the drop-down calendar. You can also manually enter the date in the MM/DD/YYYY format. 
   
4. Click inside the End Date field and follow the same process. 
   

2. Balance Type Breakdown Report 

                                                                                                                                            Figure 1.0

1. Balance Type: Represents the category or type of token balance being reported.
   
2. Account: The name of the account or entity associated with the balance type.
   
3. Total Tokens: The total number of tokens accumulated for the specified balance type.
   
4. Total Conversion Dollar Amount: The equivalent dollar value of the total tokens, calculated based on the conversion rate.
   

The additional filters available for this report is as follows: 

 

Order By 

                                    Figure 1.2

1. Order by Total Tokens: When you choose this option, the report will sort the customers based on the total number of tokens they have accumulated. Customers with the highest token balances will appear at the top of the list, while those with lower balances will be further down. This ordering is useful for identifying the most engaged customers who have earned the most tokens, indicating frequent or high-value transactions within the loyalty program. 
   
2. Order by Redeemed Dollars: Selecting this option will sort the customers by the total dollar value of the rewards or discounts they have redeemed. Customers who have redeemed the most rewards will be listed first. This sorting method helps you focus on customers who are actively using their earned rewards, which can be an indicator of strong program engagement and customer loyalty. 
   

Filter Type  

 

                Figure 1.3

Filter Type allows you to narrow down the report to specific groups. 

1. All Customers & Employees: Includes everyone, both customers and employees. 
   
2. Only Employees: Filters the report to include only employees. 
   
3. Only Customers: Excludes employees, focusing solely on customers. 

1. Exclude Customers with Zero Token Balance: This filter option removes those customers who currently have a token balance of zero from the report. Tokens in the Loyal-n-Save program could represent points, rewards, or other types of currency that customers earn through purchases or activities. By applying this filter, the report will focus on customers who have earned and retained tokens, providing insights into active participants in the loyalty program. 
   
2. Exclude Customers Without Redeemed Dollars: When this filter is applied, the report excludes those customers who haven't redeemed any rewards, discounts, or cash equivalents in the program. This filter is useful for analyzing customers who have not only earned rewards but also engaged with the program by redeeming them. It helps in understanding the behavior and value of customers who actively participate in the loyalty program. 
   
3. Group By Age Range: This option groups the report data based on predefined age ranges of customers. By organizing the data this way, you can gain insights into the distribution and behavior of different age groups within your customer base. This can be valuable for targeting marketing efforts or understanding the preferences and engagement levels of various demographic segments. 
   

4. Total Aggregate Report  

                                                                                                                                  Figure 1.5

This report presents a summary of tokens distributed and their dollar values, as well as the total amount of money redeemed over the specified time period. It breaks down the data on a monthly basis, providing insights into distribution patterns and redemption trends over time.

Below is a breakdown of each field in the Total Aggregate Report: 

1. Month: Represents the month and year for which the data is reported. Typically displayed in "MMM YYYY" format (e.g., Jan 2025).
2. Total Tokens: The total number of tokens distributed during the specified month. Includes tokens earned through purchases, promotions, and other activities.
3. Conversion Dollar Amount: The equivalent dollar value of the total tokens distributed, calculated based on the token-to-dollar conversion rate.
4. Total Redeemed Money: The total amount of money redeemed through tokens during the specified month.

1. Sales Month Range: This filter option allows you to specify the time frame over which sales data is aggregated and analyzed. 
   
1. 3 Months: When this option is selected, the report will aggregate and analyze sales data from the most recent 3-month period. This short-term view is useful for identifying recent trends, customer behavior changes, or the immediate impact of marketing campaigns within the last quarter. 
   
2. 6 Months: This option extends the analysis period to the most recent 6 months. A 6-month range provides a broader view of sales data, capturing more sustained trends and offering a more balanced perspective on customer activity and sales performance over half a year. 
   
3. 9 Months: With this selection, the report will cover sales data from the most recent 9 months. This range helps in observing longer-term trends and patterns, which may not be apparent in shorter time frames. It's useful for understanding the seasonal effects and customer behavior over three quarters of the year. 
   
4. 12 Months: Selecting this option aggregates sales data over the last 12 months, giving a full-year perspective. This allows for a comprehensive analysis of annual trends, seasonality, and customer engagement throughout the entire year, providing insights into both short-term and long-term changes in sales.