Understanding the Rewards Report

The Rewards Report allows you to review member reward activity, including rewards earned, current point balances and points awarded through your club's Rewards Programs.

The report is divided into three tabs:

• Rewards
• Current Points
• Points Awarded

Navigate to:

Reports > General > Rewards

Rewards Tab

The Rewards tab allows you to review rewards members have achieved and whether those rewards have been redeemed.

By Date

Enable By Date when you want to restrict the results to a particular date range.

Is Redeemed

Use Is Redeemed to determine whether you want to view rewards that have already been redeemed or rewards that are still available for redemption.

To locate outstanding rewards that need to be redeemed, set Is Redeemed to No.

Date Range

When filtering by date, select the required From and To dates.

Reward Level

Select a particular Reward Level, or leave this set to All.

Select View Report to apply your filters.

Understanding the Rewards Results

The report displays:

Program
Displays the Rewards Program associated with the reward.

Member Name
Displays the member's name and member number. Select the member to open their member record.

Level
Displays the member's current reward level.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Current Points
Displays the member's current points balance.

Reward
Displays the reward the member has achieved.

Redemption
Shows whether the reward has been redeemed.

Redeeming Rewards

To identify rewards that still need to be redeemed, set Is Redeemed to No and select View Report.

Outstanding rewards can then be actioned from the report. This can also be used when redeeming rewards for multiple members rather than opening each individual member profile.

Once redeemed, the reward will be recorded as Redeemed.

Current Points Tab

Select Current Points to view the current Rewards points balance for members participating in a Rewards Program.

Reward Level / Program

Use the available selection to choose the Rewards Program you want to review.

Select View Report to display the results.

The Current Points report displays:

Member Name
Displays the member's name and member number.

Program
Displays the Rewards Program the member belongs to.

Level
Displays the member's current reward level. Where the member has not yet reached a configured level, this may display No Level.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Current Points
Displays the member's current points balance.

This tab is useful when you simply need to see how many reward points members currently have.

Points Awarded Tab

Select Points Awarded to review points that have been awarded to members.

By Date

Enable By Date to restrict the results to a selected period.

Date Range

Select the From and To dates for the points activity you want to review.

Reward Level

Select a particular Reward Level where required, or leave this set to All.

Select View Report to apply your filters.

Understanding the Points Awarded Results

The report displays:

Program
Displays the Rewards Program under which the points were awarded.

Member Name
Displays the member's name and member number.

Level
Displays the member's reward level where applicable.

Mobile
Displays the member's mobile number.

Email
Displays the member's email address.

Points Awarded
Displays the number of reward points awarded to the member.

This tab is particularly useful when reviewing points activity over a selected date range rather than the member's current total balance.

Rewards vs Current Points vs Points Awarded

Use:

Rewards when you want to see rewards members have achieved and whether they have been redeemed.

Current Points when you want to see each member's current points balance.

Points Awarded when you want to review the points that have been awarded to members over a period.

Downloading the Report

Select the Download icon in the top-right corner to export the information from the selected Rewards report.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required filters first so that the results contain the appropriate members before using these communication options.

Common Uses

The Rewards Report can be used to:

• identify rewards members have achieved
• identify rewards awaiting redemption
• redeem rewards for members
• review redeemed rewards
• check a member's current points balance
• review points awarded over a selected date range
• review members by Rewards Program or reward level
• identify members who have not yet reached a reward level
• download Rewards information
• Email or SMS members returned in the report