Reports & Analytics
The Membership Module provides loyalty managers and marketers with detailed reporting tools to audit points liability, analyze customer tier retention, and evaluate campaign voucher redemptions.
Reporting Scenario Decision Matrix (“Which Report to Use When”)
Select the appropriate report based on your specific operational or business decision scenario:
| Business Scenario / Question | Recommended Report | Primary Applet | Key Metrics & Decision Value | Actionable Business Outcome |
|---|---|---|---|---|
| “What is our total outstanding unredeemed points liability on our financial balance sheet?” | Points Currency Liability & Balance Summary | Membership Admin Applet | Total points in circulation, points-to-money monetary valuation, expired points total. | Establishes financial ledger accruals for outstanding customer loyalty reward liabilities. |
| “Which member loyalty tiers (Gold, Platinum) generate the highest repeat purchase revenue?” | Tier Retention & Revenue Breakdown | Membership Admin Applet | Member count by class, total sales volume by tier, average order value (AOV) per member. | Helps evaluate tier benefit structures and design target campaigns for upgrading Standard members. |
| “How many promotional campaign vouchers were issued versus actually redeemed?” | Voucher Redemption & Campaign ROI Log | Voucher Management Applet | Issued voucher serials, redemption rate %, discount cost vs. generated basket revenue. | Identifies underperforming promotional campaigns and optimizes discount budget allocations. |
| “Did a specific customer earn or redeem points accurately on a recent store transaction?” | Individual Member Points Audit Trail | Membership Admin Applet | Transaction timestamp, POS receipt ID, points earned (+), points redeemed (-), net balance. | Resolves customer inquiries at store counters with complete audit transparency. |
Detailed Operational Reporting Guides
1. Points Currency Ledger Auditing
- Purpose: Tracks all points accruals (sales earnings) and adjustments (manual credits/debits, expired points).
- Key Parameters: Filter by Date Range, Points Currency ID, and Transaction Type (Earn vs. Redeem vs. Manual Adjustment).
- Operational Utility: Prevents points fraud and verifies that automated POS earning rules are firing accurately.
2. Campaign Voucher Analytics
- Purpose: Evaluates promotion effectiveness by tracking voucher serial claims and counter redemptions.
- Key Parameters: Filter by Voucher Header Campaign Code, Branch Location, and Date Range.
- Operational Utility: Enables marketing teams to track campaign redemption velocity and calculate return on marketing investment (ROMI).