Purpose

A sample Loyalty Report (by Time) and description of the fields are listed below.

 

Note:  The sample report may differ from the actual report.  The options used to configure the report will determine the actual output of the report.

 

Figure 8.145 Sample Loyalty Report

Loyalty Report for 3/10/200X Focus Cafe created at 3/10/200X 1:20:27 PM Page 1 of   1 Free Dessert Prev Points       Award     Total Disc Coup Date Time  Account Check Points +   Earned -   Points =  Points Amount Issued Employee 3/10/200X 12:01 Cory/Kim 11 2.00 1.00 3.00   Kyle P. 3/10/200X 12:02 Fry/Sujala 25 11.00 0.00 10.00 1.00 -2.70   Kyle P. 3/10/200X 12:16 McGuire/Kathy 28 8.00 1.00 9.00   Justin 3/10/200X 12:18 McLaughlin/Laura 34 10.00 0.00 10.00 0.00 -1.85   Kyle P. Grand Totals 31.00 2.00 20.00 13.00 -4.55

 

Figure 8.146 Loyalty Report Fields

Field	Description
Loyalty Plan	The Name of the Loyalty Plan.
Date	The date the transaction occurred.
Time	The time the transaction occurred.
Account	The Account Number for the Loyalty Customer.  If the account number is blank then the customer last name followed by a slash and then first name are displayed.
Check	The Check Number of the transaction.
Prev Points	The Customer’s point total before the transaction occurred.
Points Earned	The number of points earned for the transaction.
Award Points	The number of points that were decremented because an award was issued.
Total Points	Previous Points plus Points Earned plus Award Points.
Disc Amount	The Discounts Amount (in dollars) the customer has been awarded.
Coup Issued	The identification number of the Coupon awarded.
Employee	The employee that entered the transaction.
Grand Totals	Prev Points The Total Prev Points for all transactions. Points Earned The Total number of points earned all transactions. Award Points The Total number of Award Points for all transactions. Total Points The Total Previous Points plus Points Earned minus Award Points for all transactions. Disc Amount The Total Disc Amount (in dollars) the customer has been awarded for all transactions.

 

Figure 8.146.1 Loyalty Report Setup Options

Option	Selection
Loyalty Plan	Free Dessert
Sort	Time

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