Sample Loyalty Report (by Customer)

Purpose

A sample Loyalty Report (by Customer) 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 3/1/200X – 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
3/01/200X	10:01	5425234		11	0	6		6			Kyle P.
3/03/200X	08:02			25	6		1	5	-10.99		Kyle P.
3/07/200X	09:16			28	5		1	4	-32.97		Kyle P.
Totals						6	2	4	-43.96

3/02/200X	15:41	5425278		132	0	1		1			Becky B.
3/03/200X	14:24			165	1		1	0	-10.99		Becky B.
3/04/200X	15:30			145	0	1		1			Justin H.
Totals						2	1	1	-10.99

Grand Totals					0	8	3	5	-54.95

Figure 8.146 Loyalty Report Fields

Field

Description

Loyalty Plan

The Loyalty Plan for the report.

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 is 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 minus 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.

Totals

Points Earned	The number of points the Customer earned for the transaction.
Award Points	The number of points that were decremented because an award was issued for the Customer.
Total Points	The Customer’s Previous Points plus Points Earned minus Award Points.
Disc Amount	Disc Amount is the dollar amount of Discounts the customer has received.

Grand Totals

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) that has been awarded for all transactions.

Figure 8.146.1 Loyalty Report Setup Options

Option	Selection
Loyalty Plan	Free Dessert
Sort	Customer

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