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How to generate reports

The Reports feature allows you to track and analyze the performance of your reward points program. By generating detailed reports, you can monitor how points are being earned and spent by customers, giving you valuable insights into customer engagement, purchasing behavior, and the overall success of your rewards program. This helps you optimize marketing strategies, monitor the financial impact of points, and adjust reward policies to better align with customer behavior and business goals.

Reports in our extension are divided into two separate menu actions:

  • Refresh statistics: used to keep statistics up to date and aggregate data for display.
  • Reports: used to visualize the data.

These actions can be selected from the menu drop-down in the Marketing -> Reward Points section.

How to generate reports on rewards policy​

If you haven't recently refreshed statistics, go to Marketing -> Reward Points and select Refresh statistics. This will gather the latest data and redirect you to the Reports page, updated with your current data.

The report chart is built using the following parameters:

  • Period: defines the time period for data visualization.
  • Customer group: defines the customer group to be taken into account.
  • Store view: defines the store view where the activity is shown.
  • Chart step: defines the interval for each row/chart bar.

Click on Manage Filters on the buttons bar to show the following filters:

  • Day
  • Earned for order
  • Customer inactivity
  • Customer refers friend
  • Canceled earned points
  • Refunded from credit memo
  • Spent points
  • Spent points restored
  • Expired points
  • Total spent points in money equivalent
  • Admin transactions
  • Earned for Facebook Like
  • Earned for Pin
  • Earned for Tweet
  • Earned for RMA
  • Earned for signup

Click on Additional filters to show additional filters for orders, order payments, invoices, customers, stock items, products, categories, customer addresses, order addresses, and payment transactions.

Edit columns: change the order of columns or remove them from the chart.

Export: exports the report in CSV or Excel XML file format.