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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 to optimize marketing strategies, monitor the financial impact of points, and adjust reward policies to better align with customer behavior and business goals.

Reports on our extension, are divided into two separate menu actions:

  • Refresh Statistics, which is used in keeping statistics up to date, and concentrating data for displaying.
  • Reports, which is used in the visualization of data.

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

How to generate Reports on Rewards Policy​

If you haven't recently gathered statistics, you will have to go to Marketing -> Reward Points and select Refresh Statistics. It will force data gathering and then redirect you to the Reports page, updated with your current data.

The report chart is build with such parameters:

  • Period - defines a time period for data visualization.;
  • Customer Group - defines the customers' group, which is taken into account;
  • Store View - defines the store view, where the activity is shown;
  • Chart Step - defines which step is taken 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 the following additional filters on orders, order payments, invoices, customers, stock items, products, categories, customer addresses, order addresses, and payment transactions.

Edit columns - change order of columns or removes them from the chart.

Export - exports the report in CSV or Excel XML file type.