How to Access and Use Loyalty Reports in Console

Log In: Open the Smart System Console (console.shortcutssoftware.com) and log in using your credentials.
Navigate to Reports:
- Click on the Programs tile.
- Select Reports from the menu.

The system provides five key loyalty reports, each designed to offer specific insights:

Loyalty Top Percentage Spend Report
- Displays the highest-spending loyalty members within a selected top percentage.
- Key data: Member names and their spending amounts.
Loyalty Points Conversion Report
- Tracks points converted into rewards for each member.
- Key data: Number of points converted and reward amounts.
Transaction History Export Report
- Provides a detailed list of all program transactions, including activations, redemptions, and refunds.
New Signups Report
- Highlights new members who joined a program within a selected date range.
- Key data: Signup location, dates, and total number of signups per site.
Expiring Members Report
- Lists members whose programs are nearing expiration.
- Key data: Remaining rewards, reward utilisation, and last redemption details.

Customise the Report:
- Select your community from the drop-down menu.
- Enter required parameters (e.g., date range, percentage).
- Click Run Report.
Navigation and Export Options:
- Use the arrow buttons to navigate pages.
- Export reports in formats like CSV, PDF, or Excel.
Refresh Data: Click the refresh button to update report information as needed.

Regularly review the Top Percentage Spend Report to identify and reward your most valuable customers.
Use the Expiring Members Report to engage members nearing program expiration with targeted communications or offers.
Leverage the Transaction History Export Report for a detailed analysis of program activity trends.

Loyalty reports are essential tools for measuring the success of your loyalty programs. This guide outlines the steps to access and utilise these reports, as well as a summary of the available report types and their key features.