Customer Reports

Customer Reports

1. Overview 

"Customer Reports" provides a comprehensive set of customer reports that allow businesses to analyze and manage customer behavior, engagement, and loyalty activities effectively. 

2. Reaching "Customer Reports" 

To reach "Customer Reports" in Control Center, perform the following:   
  1. Step 1: Log into Control Center  
  2. Step 2: Choose Loyalty  
  3. Step 3: Choose Reports  
  4. Step 4: Choose Customer Reports 

Filters 

The common filters available for the Customer Reports are as follows: 
Date Range & Presets: This filter lets you select the report's time interval.  
  1. Click inside the Start Date field.   
  2. Click inside the End Date field and follow the same process. 
Gender Filter: This filter offers you different gender-based options to display the report accordingly. 
  1. All: This option, when chosen, will display a report for all genders. 
  2. Male: If this option is chosen, it will display a report for male customers.   
  3. Female: If this option is chosen, it will display a report for female customers.   
Group By Location: Allows you to check the Customer Report by grouping it by location or location group. You will see a "Group By Location" drop-down from which you can select either "Location" or "Location Group" for grouping the report. By default, none will be pre-selected, which means the data will be displayed without any grouping. 

Location: If you select "Location," the report will be generated, and the data will be displayed in the grouping according to the locations (stores) individually. 

Location Group: When you select "Location Group," one more filter option will be enabled to select the specific location group(s). You can see the "Include Location Group(s)" drop-down option to check the data for the specific location group. 

Include Deleted Customer: This option allows you to include data for customers who have been marked as deleted in the system. When this option is enabled, the report will display information for both active and deleted customers. 

3. Customer Activity Report 

  1. Purpose: Tracks individual customer transactions, providing a detailed view of sales interactions. 
  2. Key Details: Date, store name, receipt number, cashier name, customer name, email, UPC, department, sold quantity, line amount, and total transaction amount. 
  3. Filtering: Reports can be filtered by total sales amount or transaction amount, helping businesses focus on high-value transactions or specific sales patterns. 
The additional filter available for this report is as follows: 

Advance Filter: 

 

                                                      Figure 1.0
  1. Show All 
  2. Customers with Total Sales Amount Over: This filter allows you to identify customers whose total sales amount exceeds a specified value. 
  3. Customers with Total Sales Amount Under: This filter identifies customers whose total sales amount is below a specified value. 
  4. Customers with Total Sales Equal To: This filter allows you to find customers whose total sales amount exactly matches a specified value. 
  5. Customers with More Transaction Than: This filter identifies customers who have completed more transactions than a specified number.       
Generating a Customer Activity Report 

Follow these steps to generate a report of the Customer Activity: 
  1. Set the date range by specifying the Start Date and End Date. 
  2. Select one of the options from the advanced filter dropdown menu. 
  3. Optionally, select Included Deleted Customers checkbox to generate the report consisting of the customers who have been deleted from the system.
  4. Click on the "Generate Report" button. 
The following details will be displayed in the report: 
    
                                                                                                                                                               Figure 1.1
Below is a breakdown of each field in the Customer Activity Report:
  1. Date: The date on which the transaction took place. 
  2. Store Name: The name of the retail store where the transaction happened. This is useful when tracking transactions across multiple locations.
  3. Receipt Number: A unique identifier assigned to each transaction or sale. 
  4. Employee Name: The name of the employee who processed the transaction. 
  5. Customer Name: The name of the customer involved in the transaction. 
  6. Email ID: The customer’s email address associated with the transaction. 
  7. Receipt Name: A description or label associated with the transaction, which may indicate the type of purchase or specific promotion linked to it.
  8. UPC (Universal Product Code): A unique code identifying the specific product that was sold.
  9. Department: The store department where the product belongs (e.g., electronics, apparel). 
  10. Sold Quantity: The number of units of a specific product sold in the transaction.
  11. Line Amount: The total cost associated with a specific line item on the receipt. This is calculated as the product of the unit price and the quantity sold.
  12. Total: The final amount paid by the customer for the entire transaction, including taxes and discounts. 

4. Customer Balance Report 

Purpose: Monitors the current token balance of each customer. 
Key Details: Displays token balances, which can be essential for understanding customer engagement and reward redemption activity.        
Filtering: Can be filtered by gender and grouped by age range to identify demographic trends in token accumulation and usage. 
 
The additional filters available for this report are as follows: 

Filter Balance Types 


                         Figure 1.2


This filter is used to narrow down the report based on the specific type of balance a customer has. This filter allows you to choose the kind of balance you want to view or analyze. By using the "Filter Balance Type," you can generate a report focused on a particular balance type, helping you to better understand customer behavior, track loyalty rewards, and tailor your marketing strategies. 
 
Group By Age Range 

 

                                                      Figure 1.3

The option allows you to categorize and organize the data based on predefined age brackets. This feature helps in analyzing the customer base by different age groups, making it easier to identify trends, preferences, and behaviors specific to certain age demographics. For instance, you might group customers into age ranges such as: 
  1. 17-under years 
  2. 25-34 years 
  3. 55-64 years 

 Exclude Zero Balance  

 

 

                                                                  Figure 1.4

 

This filter is used to remove customers from the report who have no balance in the selected balance type (e.g., Points, Dollar, Coupon). When this option is enabled, the report will only display customers who have a positive balance, thereby focusing on active participants in the loyalty program. This is particularly useful for identifying engaged customers and avoiding clutter in the report caused by customers who haven't accrued any balance. 


Generating a Customer Balance Report 

Follow these steps to generate a Customer Balance Report: 
  1. Set the date range by specifying the Start Date and End Date. 
  2. Select the gender from the dropdown menu.
  3. Select the Balance Type filter from the dropdown menu.
  4. Select Group By Age Range & Exclude Zero Balance checkboxes as required.
  5. Click on the "Generate Report" button. 
The following details will be displayed in the report: 


                                                                                                                            Figure 1.5
Below is a breakdown of each field in the Customer Balance Report: 
  1. First Name: The first name of the customer whose balance is being tracked.
  2. Last Name: The last name of the customer.
  3. Gender: The gender of the customer, which may be useful for demographic analysis and targeted marketing strategies.
  4. Email: The customer’s email address associated with their loyalty account. This can be used for sending balance updates, promotional offers, and reward redemption notifications.
  5. Balance Type: The type of balance the customer holds. This could include various categories, such as:
    1. Token Balance: The number of tokens accumulated through loyalty activities.
    2. Coupon Balance: The total value of unused coupons.
    3. Point Balance: Points earned through purchases or specific activities.
  6. Balance: The numerical value of the balance corresponding to the Balance Type. For example, if the balance type is "Token Balance," this field would display the number of tokens available.

5. Customer EAIV Report 

The Customer EAIV Report provides a detailed list of customers who have started and/or completed the Electronic Age Identity Verification (EAIV) process for Altria Tier 3. This report is essential for tracking compliance with age-verification requirements. 

Filters Available for the Customer EAIV Report 
  1. Report Type: 
    1. Verification Summary: Provides an overview of EAIV statuses and counts.
    2. Detailed EAIV Report: Provides detailed information about each verification process. 
  2. Date Range & Presets: This filter allows you to select the desired time interval for the report.
    1. Start Date: Click inside the Start Date field to open the calendar drop-down. Select the desired date and time or manually enter the date in MM/DD/YYYY format.
    2. End Date: Click inside the End Date field and follow the same process. 
Generating an EAIV Summary Report 
Follow these steps to generate a summary of the EAIV process: 
  1. Select EAIV Summary from the Report Type dropdown menu. 
  2. Set the date range by specifying the Start Date and End Date.
  3. Click on the "Generate Report" button. 
The following details will be displayed in the report: 

                                                                                                                                                             Figure 1.6
  1. Status: EAIV Completed, EAIV Failed, EAIV In-Progress
  2. Total Per Status: Count of customers for each status
  3. Billable Count: Total billable instances
Generating a Detailed EAIV Report 
Follow these steps to generate a detailed report of the EAIV process: 
  1. Select Detailed EAIV Report from the Report Type dropdown menu. 
  2. Set the date range by specifying the Start Date and End Date. 
  3. Select the record status from the EAIV Filters dropdown menu: 
    1. Only Completed Records: View records where the EAIV process was successfully completed. 
    2. Only Failed Attempts: View records of failed verification attempts. 
    3. Only In-Progress Attempts: View records still in progress. 
    4. All EAIV Status: View records for all statuses. 
  4. Group By Location: Allows you to check the customer EAIV Report by grouping it by location group. 
  5. Click on the "Generate Report" button. 
The following details will be displayed in the report: 

                                                                                                                                           Figure 1.7
  1. Started by: The individual who initiated the EAIV process. 
  2. Customer Name: Name of the customer undergoing verification. 
  3. Signup Location: Location where the signup occurred. 
  4. Status: Status of the EAIV process. 
  5. Started At: Date and time when the process started. 
  6. Completed At: Date and time when the process was completed (if applicable). 
  7. Submission Status: Final submission status of the verification process. 

6. Customer Enrollment Report 

Purpose: Tracks new customer sign-ups over a specified date range. 
Key Details: Provides insights into the effectiveness of customer acquisition efforts within the given timeframe. 

The additional filters available for this report are as follows: 

 

 

                                                                  Figure 1.8
Group By Age Range: The option allows you to categorize and organize the data based on predefined age brackets. This feature helps in analyzing the customer base by different age groups, making it easier to identify trends, preferences, and behaviors specific to certain age demographics. For instance, you might group customers into age ranges such as:  
  1. 17-under years  
  2. 25-34 years  
  3. 55-64 years  
Generating a Customer Enrollment Report 

Follow these steps to generate a Customer Enrollment report: 
  1. Set the date range by specifying the Start Date and End Date. 
  2. Select the gender from the dropdown menu. 
  3. Select Group By Location from the dropdown.
  4. Select Filter By option from the following options:
    1. Show All: Generates the report for all the customers
    2. Filter By Employee: Selecting this will enable option to choose the employee accordingly to which the report will get generate.
  5. Click on the "Generate Report" button. 
The following details will be displayed in the report: 


                                                                                                                                                      Figure 1.9
Below is a breakdown of each field in the Customer Enrollment Report:
  1. Customer Name: The full name of the customer who enrolled in the loyalty program. 
  2. Email: The email address associated with the customer’s loyalty account. T
  3. Signup Location: The physical or virtual location where the customer signed up for the loyalty program (e.g., a specific store or online portal). This helps analyze where most enrollments are occurring.
  4. Signup Date: The exact date when the customer joined the loyalty program. 
  5. Total Signups: The cumulative number of customers who have signed up during the specified period. This field reflects the success of marketing and acquisition campaigns.
  6. Total Balance: The current token or points balance of the newly enrolled customer. It indicates whether the customer received any initial signup rewards.
  7. Signed up By: The name or ID of the employee or representative who facilitated the customer’s signup. 

7. Customer Information Report 

Purpose: Offers a detailed view of customer profiles. 
Key Details: Includes email, phone number, address, stores shopped, joined loyalty date, last activity date, lifetime dollars spent, and sign-up location. This report is valuable for customer segmentation and targeted marketing efforts. 
 
The additional filters available for this report are as follows: 
 
Dollars Spent Filter: This filter allows you to refine the report to include only those customers who have spent a certain amount of money. You can specify a minimum and/or maximum dollar amount. The report will then display only those customers whose total spending falls within the specified range. 

 

                                                            Figure 2.0
  1. Include All Amounts 
  2. Include Greater Than
  3. Include Less Than 

Advanced Filter 

The Customer Information Report provides advanced filters to help you segment your customers based on their activity and engagement.

Below are the available filter options: 

                                                                                          Figure 2.1
  1. Customers with purchases within the past X days: View customers who have made a purchase in the specified number of days. 
  2. Customers inactive for more than X days: Identify customers who have not engaged in any activity or made a purchase for a defined period.
  3. Customers who joined X days ago: Filter customers who joined the Loyal-n-Save program exactly X days ago.
  4. Customers without purchases: Filter customers who have not purchased till date. 
Here, "X" represents the number of days. After selecting a filter, enter the desired number of days in the 'Days' field to generate the report based on your selection. 

Additional checkboxes are as mentioned below:

 

                                                                                    Figure 2.2
  1. Ok To Text: This filter targets customers who have opted in to receive SMS/text communications from your business. When this is checked, the report will only include customers who have explicitly agreed to receive text messages. 
  2. Ok To Email: Similar to the "Ok To Text" filter, this one focuses on customers who have opted in to receive email communications. When selected, the report will filter to show only those customers who have consented to receive emails.
  3. Only Multi-Location Customers: This filter is used to isolate customers who shop at more than one of your business's locations. When checked, the report will include only those customers who have made purchases at multiple store locations within your business.
Generating a Customer Information Report 

Follow these steps to generate a Customer Information Report: 
  1. Select Filter By option from the following options:
    1. Show All: Generates the report for all the customers
    2. Filter By Customer: Selecting this will enable option to choose the customers accordingly to which the report will get generate.
  2. Select one of the options from the Advanced Filter dropdown.
  3. Select the Gender from the dropdown menu.
  4. Select one of the filters from the Dollars Spent Filter dropdown.
  5. Click on the "Generate Report" button. 
The following details will be displayed in the report: 

                                                                                                                                                                        Figure 2.3
Below is a breakdown of each field in the Customer Information Report:
  1. First Name: The first name of the customer. 
  2. Last Name: The last name of the customer, further helping to distinguish between members with similar first names.
  3. Email: The email address associated with the customer’s loyalty account. 
  4. Username: The unique username chosen or assigned to the customer for accessing the loyalty portal or app. 
  5. Phone: The customer’s phone number, used for contact, SMS campaigns, or account verification.
  6. Address: The residential address of the customer, useful for location-based marketing and demographic analysis.
  7. Stores Shopped: Displays number of stores the customer has made purchases.
Info: You can now access detailed information for each store where the customer has made a purchase by clicking the numeric value in the Stores Shopped column. Upon clicking, a pop-up window will appear displaying the following details:
  1. Store Number
  2. Store Name
  3. Date of Visit
  4. Time of Visit
                                                              Figure 2.4
  1. Joined Loyalty Date: The date on which the customer joined the loyalty program. 
  2. Last Activity Date: The most recent date when the customer made a transaction or engaged with the loyalty program. 
  3. Dollar Spent: The total amount of money spent by the customer since joining the loyalty program. 
  4. Signup Location: The specific store or channel through which the customer joined the loyalty program. 

8. Customer Manual Balance Change Report 

Purpose: Records any manual adjustments made to customer token balances. 
Key Details: Useful for auditing and ensuring the accuracy of loyalty program balances. 

Generating a Customer Manual Balance Change Report

 Follow these steps to generate a Customer Manual Balance Change Report: 
  1. Set the date range by specifying the Start Date and End Date. 
  2. Select Filter By option from the following options:
    1. Show All: Generates the report for all the customers
    2. Filter By Customer: Selecting this will enable option to choose the customers accordingly to which the report will get generate.
  3. Click on the "Generate Report" button. 
  4. The following details will be displayed in the report: 
    
                                                                                                                             Figure 2.5

Below is a breakdown of each field in the Customer Manual Balance Change Report:
  1. Customer Name: The full name of the customer whose balance was manually adjusted. 
  2. Email: The email address associated with the customer’s loyalty account. It ensures accurate tracking and helps in sending notifications regarding the balance adjustment.
  3. Changed By: The name or ID of the employee or administrator who made the manual balance adjustment. 
  4. Balance Before: The token balance of the customer before the manual adjustment was made. 
  5. Balance Added: The amount of tokens manually added to the customer’s account. If tokens were deducted, this field may display a negative value.
  6. Balance After: The customer’s token balance after the manual adjustment. This confirms the final balance and helps validate the correctness of the change.
  7. Notes: Any comments or reasons provided for the balance adjustment. This field is helpful for record-keeping and understanding the context of the manual change.

9. Customer Purchase Frequency Report 

Purpose: Analyzes customer purchasing patterns, particularly focusing on frequency. 
Key Details: Tracks the number of customers with high purchase frequency, either on a specific day or over time, to identify heavy shoppers or potential fraud. 
 
The additional filters available for this report are as follows: 
 
Filter By Frequency  

 

                  Figure 2.6

This filter helps you specify the frequency of customer purchases. You can select different options to focus on specific patterns. For instance: 
  1. Once in 10 days: Shows customers who make a purchase every 10 days. 
  2. Once in a week: Filters customers who purchase weekly. 
  3. Twice in a week: Focuses on customers purchasing twice a week. 
  4. Thrice in a week: Filters customers who typically make three purchases within a seven-day period, indicating high but not daily engagement.
  5. Alternate Day: Targets customers who make purchases every other day. 
  6. Almost daily: Targets customers who purchase on most days of the week (e.g., 5 to 6 times per week).
  7. Daily: Filters customers who make daily purchases. 
  8. More than once per day: Filters customers who purchase more than once per day. 
Filter Type  

 

                 Figure 2.7 

This filter 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. 

 Filter By Column  

 

                   Figure 2.8


This filter lets you refine the report by specific criteria. 
  1. Security Flag: Filter customers based on security-related flags, such as suspicious activity or potential fraud. 
  2. Min Per Day: Filters based on the minimum number of purchases a customer makes per day. 
  3. Max Per Day: Filters based on the maximum number of purchases a customer makes per day. 
Sort By  

 

                                     Figure 2.9

This option allows you to sort the report data by various columns. 
  1. Total Transactions: Sorts customers based on the total number of transactions. 
  2. Security Flag: Sorts by the security flag status. 
  3. Min Per Day: Sorts based on the minimum number of purchases per day. 
  4. Max Per Day: Sorts based on the maximum number of purchases per day. 
  5. Name: Sorts alphabetically by customer name. 
  6. Email: Sorts alphabetically by customer email address. 
Sort Order: Defines the order in which the sorted data will appear. 

 

                              Figure 3.0
  1. Descending: Sorts the data from highest to lowest (e.g., most transactions to least, Z-A for names). 
  2. Ascending: Sorts the data from lowest to highest (e.g., least transactions to most, A-Z for names). 

Min. Purchase Count 

  

                     Figure 3.1

This filter allows you to set a threshold for the minimum number of purchases a customer must have made to be included in the report. For example, setting this to 5 will only include customers who have made at least 5 purchases within the specified time frame.  

Here is the report output of Customer Purchase Frequency Report: 

                                                                                                                                                                                                     Figure 3.2
Below is a breakdown of each field in the Customer Purchase Frequency Report: 

Name: The full name of the customer whose purchasing frequency is being analyzed.
Employee: The name or ID of the employee who processed the transactions associated with the customer.
Security Flag: An indicator that flags suspicious purchasing activity, such as unusually high transaction frequency, which may suggest potential fraud or abuse of the loyalty program.
Occurrence Date: The specific date when the security flag was triggered. 
Total Transactions: The total number of transactions made by the customer within a specific period or on the occurrence date.
Last Transaction Date: The most recent date when the customer made a purchase. 
Signup Location: The location where the customer enrolled in the loyalty program. 
Min/Day: The minimum number of transactions made by the customer on any given day within the analysis period.
Max/Day: The maximum number of transactions made by the customer on any given day. 
Avg/Day: The average number of transactions made by the customer per day. 
Frequency: A calculated value indicating how often the customer makes purchases within the specified period. 
Vs Avg. Customer: A comparison metric that shows how the customer’s purchase frequency compares to the average customer. 

10. Customer Raffle Entries Report 

Purpose: Tracks customer participation in raffle campaigns. 
Key Details: Shows the number of raffle entries per customer for each campaign within a specified date range, allowing businesses to measure the engagement of promotional activities. 
 
The additional filter available for this report is as follows: 
Select Campaign  

 

                                                       Figure 3.3


This filter enables you to choose a particular raffle or promotional campaign for which you want to generate the report. Loyal-n-Save campaigns often include raffles or contests where customers can earn entries based on their purchases or other activities. By selecting a campaign, you narrow down the report to show data relevant only to that specific raffle. 

Here is the report output of Customer Raffle Entries:

                                                                                                                                                       Figure 3.4

Below is a breakdown of each field in the Customer Raffle Entries Report: 
  1. Customer Name: The full name of the customer who has participated in the raffle campaign. 
  2. Email Address: The customer’s email associated with their loyalty account. 
  3. Phone Number: The customer’s contact number, which can be used to notify winners or send updates related to the raffle campaign.
  4. Total Entries: The total number of raffle entries submitted by the customer for a specific campaign. This indicates the level of participation and engagement in the raffle promotion.

11. Customer Receipt Report 

Purpose: Provides access to customer purchase receipts. 
Key Details: Useful for validating purchases, handling disputes, or analyzing purchasing behavior over a date range. 
 
The additional filters available for this report are as follows: 
 
Filter Type: This filter allows you to decide whose receipts are included in the report. 

 

                       Figure 3.5
  1. All Customers & Employees: This option includes receipts for both customers and employees. Use this if you want a comprehensive view of all transactions. 
  2. Only Customers: Select this option to focus solely on customer receipts, excluding employee transactions.
  3. Only Employees: This option filters the report to show only receipts generated by employees.
Sort By: This option allows you to organize the data in the report based on specific criteria. 

 

                                    Figure 3.6
  1. Date: Sorts the receipts by the transaction date. 
  2. Receipt Number: Sorts receipts in order of their unique receipt numbers, which can help with tracking specific transactions.
  3. Cashier Name: Sorts the report by the name of the cashier who processed the transaction, useful for analyzing employee performance or transaction patterns.
  4. First/Last Name: Sorts by the customer's first or last name, which is helpful if you need to look up receipts associated with specific individuals.
  5. Email: Sorts receipts by the customer’s email address, useful for identifying transactions linked to accounts. 
Sort Order: This filter defines the order in which the sorted data will appear. 

 

                                    Figure 3.7
  1. Ascending: Sorts the data from lowest to highest. For dates, this would be from earliest to latest, for names, from A to Z.
  2. Descending: Sorts the data from highest to lowest. For dates, this would be from latest to earliest, for names, from Z to A. 
Filter By Column: This filter allows you to refine the report further by focusing on specific columns. 

               Figure 3.8

  1. Receipt Number: Filters the report based on specific receipt numbers. This is useful if you’re investigating transactions or need to see a range of receipts. 
  2. Cashier Name: Filters the report to show only transactions processed by a specific cashier or group of cashiers. This can be helpful for performance reviews or identifying patterns in transaction handling. 
Here is the output of Customer Receipt Report:

                                                                                                                                                                                                                                                                                                                                                               Figure 3.9
Below is a breakdown of each field in the Customer Receipt Report: 
  1. Date: The date on which the transaction occurred. 
  2. Location: The store or branch where the purchase took place. 
  3. Receipt Number: A unique identifier assigned to the purchase transaction. 
  4. Employee Name: The name of the employee who processed the transaction. 
  5. Customer Name: The full name of the customer who made the purchase. 
  6. Email: The customer’s email address linked to the purchase. 
  7. Receipt Name: A descriptive title or label for the receipt, which might indicate the type of transaction or promotion involved.
  8. UPC (Universal Product Code): The unique code identifying the specific product purchased. 
  9. Department: The category or department within the store where the product belongs (e.g., Electronics, Groceries). 
  10. Sold Qty (Sold Quantity): The number of units of a particular product purchased in the transaction.
  11. Amount: The cost of the specific line item on the receipt (unit price multiplied by the quantity).
  12. Total: The final amount paid by the customer for the entire purchase, including all items and any applicable taxes or discounts.

12. Customer Rewards Token By Type Report 

Purpose: Summarizes the various types of reward tokens accumulated by customers. 
Key Details: Breaks down tokens into categories such as signup, referral, campaign rewards, redeemed dollars, manual changes, and refunds. Helps in understanding how customers are earning and using their rewards. 
 
The additional filters available for this report are as follows: 

Filter Level: This filter lets you specify the level of customer rewards tokens you want to include in the report. 

 

                        Figure 4.0
  1. All Level: Select this option to include rewards tokens earned by customers at all levels of the loyalty program. This provides a comprehensive view of rewards across different customer tiers. 
  1. Only Level 1: This option filters the report to include only rewards tokens earned by customers at Level 1 of the loyalty program. This is useful if you want to analyze the behavior or rewards accumulation specifically for new or entry-level customers. 
Group By: This filter determines how the report data is grouped, allowing you to analyze the distribution of rewards tokens based on different criteria. 

 

                   Figure 4.1
  1. Customer: Groups the rewards tokens by individual customers. This is helpful for understanding how each customer accumulates rewards, identifying top earners, or assessing the effectiveness of the rewards program on a customer-by-customer basis.
  2. Location: Groups the rewards tokens by the location where they were earned. This is useful for comparing the performance of different store locations, identifying which locations drive more rewards token accumulation, or assessing regional engagement with the rewards program. 
Here is the output of Customer Reward Tokens By Type Report:

                                                                                                                                                       Figure 4.2
Below is a breakdown of each field in the Customer Rewards Token By Type Report:
  1. Customer Name: The full name of the customer whose reward tokens are being tracked. 
  2. Direct Team: The name or identifier of the customer’s direct referral team or network. 
  3. Total Team Count: The total number of members in the customer’s direct referral team. 
  4. Total Reward Tokens: The overall number of reward tokens accumulated by the customer from all sources.
  5. Signup Reward Tokens: The number of tokens earned as a reward for signing up for the loyalty program. 
  6. Referral Reward Tokens: The tokens earned by the customer through successful referrals, where new members join via the customer’s referral link or code.
  7. Campaign Reward Tokens: The number of tokens earned through participation in specific promotional campaigns, such as purchases during special events or bonus campaigns.
  8. Redeemed Tokens: The total number of reward tokens that the customer has used or redeemed for discounts, coupons, or other rewards.
  9. Manual Change: Tokens that have been manually added or deducted by an admin or employee. 
  10. Token Refund: Tokens refunded to the customer, typically due to a return, cancellation, or correction of an error.

13. Customer Signup Source Report 

Purpose: Analyzes the source of customer sign-ups over the past year. 
Key Details: Separates data by sign-up method (POS, Web, Mobile, Admin, Import, FTx Core) and notes whether a referral code was used, offering insights into the most effective channels for customer acquisition. 

Here is the output of Customer Signup Source Report:

                                                                                                                                                        Figure 4.3
Below is a breakdown of each field in the Customer Signup Source 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 Signups: The total number of new customer sign-ups recorded during the specified month.
  3. Source Campaign Used: Indicates whether a specific source campaign was utilized during sign-up.
  4. Signup Via POS: Number of customer sign-ups made directly through the Point of Sale (POS) system.
  5. Signup Via Web: Number of customer sign-ups completed through the online (web-based) platform.
  6. Signup Via Mobile: Number of sign-ups made through the mobile app or mobile-friendly sign-up pages.
  7. Signup Via Admin: Number of sign-ups performed manually by an admin user through the backend system.
  8. Signup Via Import: Number of sign-ups that were imported in bulk using a data file or integration.
  9. Signup Via FTx Core: Sign-ups that occurred through the FTx Core integration, typically reflecting data synced from other FTx systems.
  10. Signup Via POS (Referral code used): Number of POS sign-ups where a referral code was applied during registration.
  11. Signup Via Web (Referral code used): Number of web-based sign-ups where a referral code was used.
  12. Male: The count of male customers who signed up in the given month.
  13. Female: The count of female customers who signed up in the given month.
  14. Other: The count of customers who identify as a gender other than male or female or did not specify.

14. Customer Spending Details Report 

Purpose: Evaluates customer spending behavior. 
Key Details: Identifies customers by spending thresholds (any amount, less than, or greater than a certain amount), along with their signup date and most common shopping location. This report is crucial for identifying high-value customers and those who may need re-engagement. 
 
The additional filters available for this report are as follows: 
 
Order By: This filter determines how the report data is sorted, specifically by the total amount spent by customers. 

 

                                    Figure 4.4
  1. Sale Total Descending: Sorts the report by the total sale amount in descending order, meaning customers who spent the most will appear at the top. This is useful for identifying your highest spenders or most valuable customers. 
  2. Sale Total Ascending: Sorts the report by the total sale amount in ascending order, placing customers who spent the least at the top. This can help identify customers who may need more engagement or targeted promotions to increase their spending. 
 Advanced Filter: This filter allows you to refine the report based on specific spending thresholds. 

 

                                    Figure 4.5
  1. Include All Amount: This option includes all spending amounts in the report, providing a complete view of customer spending without any restrictions. Use this when you want to see the full range of customer spending, from the smallest to the largest amounts. 
  2. Include Greater Than: Filters the report to include only customers whose spending is greater than a specified amount. For example, if you set this to $100, only customers who spent more than $100 will be included in the report. This is useful for focusing on higher-value customers or analyzing spending above a certain threshold.
  3. Include Less Than: Filters the report to include only customers whose spending is less than a specified amount. For example, setting this to $50 will include only customers who spent less than $50. This can be helpful for identifying customers with lower spending who might benefit from targeted promotions or incentives to increase their spending. 
Here is the output of Customer Spending Details Report:

                                                                                                                                                 Figure 4.6
Below is a breakdown of each field in the Customer Spending Details Report:
  1. Email: The registered email address of the customer.
  2. First Name: The customer’s first name as recorded during sign-up.
  3. Last Name: The customer’s last name as recorded during sign-up.
  4. Most Common Location: The store or location where the customer most frequently makes purchases. 
  5. Signup Date: The date when the customer initially signed up for the loyalty program.
  6. Sale Total: The cumulative total of all purchases made by the customer. 
  7. Last Transaction Date: The date of the most recent purchase made by the customer. 
  8. Total Count of Transaction: The total number of individual transactions made by the customer. 

15. Customer Store Banned Report 

Purpose: Keeps track of banned customers and the reasons behind their bans. 
Key Details: Includes details such as email, signup location, the store from which they were banned, and a description of the ban. Important for maintaining security and enforcing store policies. 

Here is the output of Customer Store Banned Report:

                                                                                                                        Figure 4.7
Below is a breakdown of each field in the Customer Store Banned Report:
  1. Customer Name: The name of the banned customer (usually a combination of first and last names).
  2. Email: The registered email address of the banned customer.
  3. Signup Location: The store or location where the customer initially signed up for the loyalty program.
  4. Banned Store: The specific store or location from which the customer is banned.
  5. Banned Description: A brief explanation or reason behind the ban.

16. Customer Team Report 

Purpose: Highlights customers with the highest team sign-ups. 
Key Details: Displays the top 10, 25, 50, 75, 100, or 200 users for team signups within a specified date range, showcasing the most influential customers in terms of referrals. 
 
The additional filters available for this report are as follows: 
Filter Type: This filter allows you to decide whose receipts are included in the report.

 

                                                      Figure 4.8
  1. All Customers & Employees: This option includes receipts for both customers and employees. Use this if you want a comprehensive view of all transactions.
  2. Only Customers: Select this option to focus solely on customer receipts, excluding employee transactions.
  3. Only Employees: This option filters the report to show only receipts generated by employees. 
Filter Level: This filter lets you specify the level of customer rewards tokens you want to include in the report. 
 

             Figure 4.9

  1. All Level: Select this option to include rewards tokens earned by customers at all levels of the loyalty program. This provides a comprehensive view of rewards across different customer tiers. 
  2. Only Level 1: This option filters the report to include only rewards tokens earned by customers at Level 1 of the loyalty program. This is useful if you want to analyze the behavior or rewards accumulation specifically for new or entry-level customers. 

Show Records 

 

                  Figure 5.0

This filter allows you to limit the report to display only the top-performing customers based on the size or activity of their teams. This filter helps you focus the report on the customers who have the most significant or active teams, by limiting the number of records.   

Here is the output of Customer Team Report:

                                                                                                                                                              Figure 5.1

Below is a breakdown of each field in the Customer Team Report:
  1. Name: The name of the customer who has referred or signed up other customers.
  2. Employee: Indicates whether the customer is an employee or a regular customer.
  3. Email: The registered email address of the customer.
  4. Signup Location: The store where the customer originally signed up.
  5. L1 (Level 1): Represents the number of direct referrals made by the customer (immediate sign-ups under them).
  6. L2 (Level 2): Represents the number of referrals made by the customer’s direct referrals (second level).
  7. L3 (Level 3): Represents the number of referrals made by the L2 customers (third level).
  8. L4 (Level 4): Represents the number of referrals made by the L3 customers (fourth level).
  9. L5 (Level 5): Represents the number of referrals made by the L4 customers (fifth level).
  10. Total: The sum of all referrals across the five levels (L1 + L2 + L3 + L4 + L5).

17. Source Campaign Report 

Purpose: Evaluates the results of source campaigns. 
Key Details: Includes metrics such as #Hits, #Registered, total % (hits/registered), #Male, and #Female, helping businesses understand the reach and effectiveness of their campaigns. 
 
The additional filters available for this report are as follows: 

 

 

                                                                                          Figure 5.2

Include Deleted Campaigns: When this option is enabled, the report will include data from campaigns that have been deleted. This is useful if you want to analyze the impact or performance of past campaigns that were removed, perhaps to understand why they were deleted or to review their historical data. 
Hide Record with No Registration: When enabled, this option will exclude any campaigns from the report that did not result in any customer registrations. This is useful for focusing the report on campaigns that were successful in attracting customer sign-ups, eliminating clutter from campaigns that had no participation. 

Here is the output of Source Campaign Report:

                                                                                                                                                            Figure 5.3
Below is a breakdown of each field in the
  1. Name: The name of the source campaign being evaluated.
  2. # Hits: The number of times the campaign link, QR code, or other access points were clicked or scanned.
  3. # Registered: The number of users who actually completed the registration process after interacting with the campaign.
  4. Total %: The percentage of hits that resulted in successful registrations. Indicates the overall effectiveness of the campaign in converting interest to action.
  5. # Male: The number of male users who registered through the campaign.
  6. # Female: The number of female users who registered through the campaign.
  7. # Other: The number of users who registered with a gender identity other than male or female or did not specify.

18. Survey / Product Mapping 

This report shows the age-restricted products breakdown for the EAIV process for Altria Tier 3. 
The additional filter available for this report is as follows: 
 
Only Matched by Survey 

 

                                       Figure 5.4

When you select this checkbox, the report will include only those survey responses that have a direct match with the products being mapped. This means you’ll see only the data where survey responses are explicitly tied to specific products, allowing you to analyze how particular products were rated or reviewed in the surveys. 

Here is the output of Survey / Product Mapping Report:


                                                                                                                        Figure 5.5

Below is a breakdown of each field in the Survey / Product Mapping Report:
  1. Customer Name: The full name of the customer who completed the EAIV (Electronic Age/Identity Verification) survey.
  2. Email: The registered email address of the customer.
  3. Phone: The customer’s phone number as recorded in the system.
  4. EAIV Survey: Indicates the EAIV survey name.
  5. Survey Date: The date on which the customer completed the EAIV survey.

    • Related Articles

    • Store Reports

      Overview To reach the "Store Reports" in Control Center, perform the following: Step 1: Log into Control Center Step 2: Choose Loyalty Step 3: Choose Reports Step 4: Choose Store Reports Figure 1.0 Store Monthly Signup Report: This report provides a ...

    • Employee Reports

      Employee Reports Reaching "Employee Reports" To reach "Employee Reports" in Control Center, perform the following: Step 1: Log into Control Center Step 2: Choose Loyalty Step 3: Choose Reports Step 4: Choose Employee Reports Figure 1.0 Filters The ...

    • Campaign Reports

      1. Overview A Campaign Report is designed to generate comprehensive reports on various campaign-related statistics. This feature allows businesses to analyze and evaluate the performance of their marketing campaigns by providing detailed insights ...

    • Asset Reports

      1. Reaching "Asset Reports" To reach "Asset Reports" in Control Center, perform the following: Step 1: Log into Control Center Step 2: Choose Loyalty Step 3: Choose Reports Step 4: Choose Asset Reports 1.1 Filters The common filters available for the ...

    • Customer Feedback

      Overview "Customer Feedback" allows store administrators to efficiently manage and respond to feedback provided by customers. It serves as a platform for businesses to monitor customer satisfaction and address concerns in a timely manner. Here's an ...