Customer Points Reports

Customer Points Reports

Customer Points Reports in EquiBillBook provide detailed insights into individual customer reward points activities, balances, and redemption patterns. These reports help track customer engagement, manage customer relationships, and optimize reward points program effectiveness at the customer level.

Understanding Customer Points Reports

Customer Points Reports help you:

• Track individual customer points activities
• Monitor customer points balances
• Analyze customer redemption patterns
• Identify high-value customers
• Manage customer relationships
• Optimize customer engagement

Accessing Customer Points Reports

To generate customer points reports:

1. Navigate to the Reports module from the main menu
2. Click on Reward Points Reports → Customer Points or Customer Points Report
3. Select customer(s) and report parameters
4. Click "Generate Report"

Customer Points Information

Points Balance

Current points information:

• Current Balance: Available points balance
• Pending Points: Points pending activation
• Expiring Points: Points expiring soon
• Expired Points: Points that expired
• Points Value: Monetary value of points
• Lifetime Points Earned: Total points ever earned

Points Earning History

Customer earning activities:

• Total Points Earned: Lifetime earnings
• Earning Transactions: Number of earning transactions
• Average Points per Transaction: Average earning rate
• Earning Sources: Breakdown by source
• Earning Trends: Earning patterns over time
• Recent Earnings: Latest earning activities

Points Redemption History

Customer redemption activities:

• Total Points Redeemed: Lifetime redemptions
• Redemption Transactions: Number of redemptions
• Average Redemption Value: Average redemption amount
• Redemption Types: Breakdown by type
• Redemption Trends: Redemption patterns
• Recent Redemptions: Latest redemption activities

Customer Engagement Metrics

Engagement indicators:

• Account Status: Active/inactive status
• Last Activity Date: Most recent activity
• Activity Frequency: How often customer earns/redeems
• Engagement Score: Overall engagement rating
• Customer Tier: Points tier/level (if applicable)
• Loyalty Status: Loyalty program status

Report Parameters

Customer Selection

Select customers to include:

• All Customers: Include all customers
• Specific Customer: Select one or more customers
• Customer Group: Filter by customer category
• Points Balance Range: Filter by balance range
• Customer Status: Active/inactive customers
• Engagement Level: High/medium/low engagement

Time Period Selection

Select the period for analysis:

• All Time: Complete history
• This Month: Current month
• This Quarter: Current quarter
• This Year: Current year
• Last 30 Days: Last month
• Last 90 Days: Last quarter
• Custom Range: Select specific dates

Report Type Selection

Select report type:

• Balance Report: Current balances
• Earning Report: Earning activities
• Redemption Report: Redemption activities
• Activity Report: All activities
• Summary Report: Comprehensive summary

Filter Options

Apply additional filters:

• Location/Branch: Filter by location
• Points Status: Active, expired, pending
• Activity Type: Earning, redemption, expiration
• Minimum Balance: Filter by minimum balance

Report Format

Customer Summary Report

Report for individual customer includes:

• Customer Information: Customer details
• Points Summary: Overall points status
• Balance Details: Current balance breakdown
• Earning Summary: Earning statistics
• Redemption Summary: Redemption statistics
• Activity Timeline: Chronological activities

Customer List Report

Report for multiple customers includes:

• Customer List: List of customers
• Points Balance: Each customer's balance
• Earning Summary: Earning totals
• Redemption Summary: Redemption totals
• Engagement Metrics: Engagement indicators
• Ranking: Customer rankings

Activity Details

Detailed activity information:

• Transaction Date: Activity date
• Activity Type: Earning, redemption, expiration
• Points Amount: Points involved
• Transaction Details: Related transaction
• Balance After: Balance after activity
• Status: Activity status

Charts and Graphs

Visual representations include:

• Balance Trend Chart: Balance over time
• Earning Trend Chart: Earning patterns
• Redemption Trend Chart: Redemption patterns
• Activity Distribution Chart: Activity breakdown
• Customer Comparison Chart: Compare customers

Customer Analysis

Customer Segmentation

Segment customers by:

• Points Balance: High, medium, low balance
• Engagement Level: High, medium, low engagement
• Earning Activity: Active, moderate, inactive earners
• Redemption Activity: Frequent, occasional, never redeemers
• Customer Value: High, medium, low value

Customer Insights

Identify customer insights:

• High-value customers
• At-risk customers (inactive)
• Engaged customers
• Redemption-ready customers
• Loyalty program candidates

Engagement Analysis

Analyze customer engagement:

• Track engagement trends
• Identify engagement drivers
• Monitor engagement changes
• Assess engagement effectiveness
• Plan engagement strategies

Generating Reports

Generate Customer Points Report

1. Select customer(s)
2. Choose time period
3. Select report type
4. Apply filters if needed
5. Click "Generate Report"
6. Review the customer analysis

Report Preview

The report preview shows:

• Customer summary
• Points balance details
• Activity history
• Engagement metrics
• Trend charts
• Options to export or print

Exporting Reports

Export Formats

Export reports in various formats:

• Excel (XLS/XLSX): For detailed analysis
• PDF: For printing and sharing
• CSV: For data import
• Image: Export charts as images

Export Process

1. Generate and preview the report
2. Click "Export" or "Download"
3. Select export format
4. Choose sections to include
5. Download the exported file

Using Customer Points Reports

Customer Relationship Management

Use reports for:

• Understanding customer behavior
• Personalizing customer communications
• Identifying engagement opportunities
• Managing customer relationships
• Planning customer retention strategies

Marketing and Engagement

Support marketing efforts:

• Target high-value customers
• Re-engage inactive customers
• Encourage redemption
• Promote earning opportunities
• Optimize loyalty programs

Best Practices

• Generate customer points reports regularly
• Monitor customer engagement levels
• Track points balances and trends
• Identify at-risk customers
• Use reports for customer segmentation
• Personalize customer communications
• Export reports for customer service
• Share insights with sales team
• Use data for loyalty program optimization
• Maintain customer privacy and confidentiality

Troubleshooting

Report shows no customer data:

• Check customer selection is correct
• Verify customer has points activity
• Ensure filters are not too restrictive
• Check date range is appropriate

Points balance seems incorrect:

• Verify all transactions are recorded
• Check for pending points
• Review expiration dates
• Ensure calculations are correct

Charts not displaying:

• Ensure sufficient data exists
• Try refreshing the report
• Check browser compatibility
• Verify JavaScript is enabled