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.

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:

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

Create and export a loyalty points balance sheet

Introduction

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