Create and Export Loyalty Points Balance Sheet | Track Customer Rewards with AiTrillion

Create and export a loyalty points balance sheet

Introduction

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> Analytics > Activity reports

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

Step 3. Choose your options and hit save.

Notes
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:​

    • Related Articles

    • Giveaway of loyalty points on newsletter signup and customer tags

      Introduction Rewarding customers for engaging with your brand is a great way to grow your loyalty program and increase long-term retention. With AiTrillion, you can automatically give away loyalty points when customers sign up for your newsletter or ...

    • Language configuration for Loyalty rewards

      Introduction In this article, we'll explore how to customize and adjust the language settings for your Loyalty Rewards Program. Tailoring the language ensures that your loyalty program communicates effectively with your customers, enhancing their ...

    • AiTrillion's Loyalty Rewards Program

      Watch the 5-minute loyalty setup video Introduction This article will walk you through how the Loyalty Rewards Program in AiTrillion works, the different types of rewards you can offer, and how it helps increase customer retention, lifetime value, ...

    • Export loyalty points

      Introduction In this article, we'll explore the seamless process of exporting Loyalty Points data from your AiTrillion account. Whether you need to analyze customer engagement or integrate loyalty data with other systems, exporting Loyalty Points is ...

    • Configure the Theme to Display Loyalty Points Balance

      Introduction In this article, we will walk you through the step-by-step process of configuring your website’s theme to display a points balance effectively. Whether you are using a pre-built theme or customizing one to fit your brand, these best ...