The Loyalty Balance Report
Updated on April 12, 2024
The Loyalty Balance Report can be found in the Reporting section of Essential.
This report allows you to view and track balances and liabilities related to your loyalty program. This report will only appear if your brand utilizes points or punches for your loyalty program. You’ll be able to select a date cut-off as well as an Earning Type if your brand uses more than one.
Be sure you have an Account Group selected or applied to your user to view all of the reports.
Your report view will change depending on your view choice. You’ll be able to select from Location, Program, Card Set, and Holds.
Location View: This view breaks the report table out by owning location.
Program View: This view breaks the report table out by program.
Card Set View: This view breaks the report table out by card set.
Holds View: This view will return all of the balances with a held status.
The infobox showing the Balance will appear within the Location, Program, and Card Set views.
Columns available will vary based on the view that is selected.
Table Columns Include:
Note that the Segment column will only populate if your brand has used Segment Import to tag and split out a balance for a segment of cards.
If you want to view any definitions for these metrics, you can consult the article here.
All dates are specific to the brand’s reporting time zone that is configured in their brand settings.
This export will provide an Excel file with a burndown of all balances that match the filter criteria. You can export an Excel file by clicking the Aging Export button. The file is broken out vertically by issuing month and horizontally by each activity month since the issuing month The export is not available in report Views that show multiple balance types (Ex: Reward Type, Currency, or Holds) because it can only be run for one balance type at a time.
This export provides a card-level detail of all of the cards that have balances matching the filter criteria. Note that this export is not available in report views that show multiple balance types as it can only be run for one balance type at a time. You’ll be able to export either an Excel or CSV file by clicking the Detail Export button. All files over 1 million records will automatically be converted to CSV. When your export is finished processing, it will be available to download in the Notification Center or Report Center.
You can download an example of this export here.
You can download an example of this export within the Holds view here.