AiTrillion.com

In this article, we'll walk you through the step-by-step process of generating a detailed balance sheet that provides insights into your customers' accumulated points, redemptions, and overall loyalty program activity.

Follow these steps to generate and export a balance sheet for loyalty points:

Step 1: Go to Loyalty Rewards&gt; Analytics &gt; Activity reports

Step 2. Click on the export monthly points balance button​

Step 3. Choose your options and hit save.

📝Note: You will get the list on mail. You can click and download the list

Step 4. The exported report will come to the email you have provided and looks like the below:​

<a href="https://docs.aitrillion.com/en/articles/9053898-how-to-give-loyalty-points-based-on-tags">How to give loyalty points based on tags?</a>

💡Tips for Loyalty Reward Program

<a href="https://docs.aitrillion.com/en/articles/9053888-how-to-give-loyalty-points-on-newsletter-signup-and-customer-tag">How to give loyalty points on newsletter signup and customer tag?</a> ​<a href="https://docs.aitrillion.com/en/articles/9053906-how-to-customize-loyalty-popup-panel">​How to Customize Loyalty Popup Panel?</a>

Create and export a loyalty points balance sheet

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Introduction

📝Note: You will get the list on mail. You can click and download the list