How To - Reporting


Glossary of Report Terms

Swipes: Assignment of the loyalty card through the POS (swiped, scanned, or manually keyed)

Visits: A visit is defined as 1 day. If the customer has had their loyalty card assigned multiple times throughout the day this is still 1 visit

Gross: Report is displayed with gross figures (including tax)

Loyalty Sales: Any sale with an assigned loyalty card Non-Loyalty

Sales: Any sale that has no loyalty card assigned

Sales Area: Location within the site where a transaction has taken place. POS terminals are assigned to a sales area

Discount: A value discounted through the POS either as a percentage, fixed or open currency amount

Promotion: An offer or price change controlled as a promotion that affects the overall price the customer pays for their purchases, e.g. timed price change, multiple purchase group price or combinations of buy 1 get one free

Sessions: Times slots throughout the day e.g. breakfast, lunch, and dinner


Glossary of Dimensions Terms

Dimensions Report: Reporting module used to generate reports from Aztec EPoS

Dimensions: Options available in a report to filter and adjust the report. Dimensions are displayed on the left-hand side of any report. The dimensions bar can be opened or closed by clicking the tree icon.

Drill Through: Some reports can drill through to another report. This is displayed by a cross icon symbol and allows you to right click and select the drill through report

Column: The column containing data in the report. Some columns can be filtered by clicking on the column title Lookup: Allows a report to be filtered by a particular item, by right clicking on a section of the report and choosing a lookup

Layout: A report may have multiple layouts which contain different data (similar to worksheets in Excel) Section: A report may allow reporting by ‘All Sections’ or ‘selected sites’. ‘All Sections’ will report on all sites.


Sales, Promotions & Discounts report



Key Features

  • Report by single or all sites and any date range

  • Total loyalty sales versus non-loyalty sales

  • Offers broken down by discount and promotion

  • Direct percentage sales comparison

  • Multi-layout report


Report Benefits

  • Comparison between loyalty and non-loyalty sales

  • Site-by-site comparison

  • Instant view on loyalty sales


Sales, Promotions & Discounts - Divisional Breakout report



Key Features

  • Report by single or all sites and any date range

  • Divisional loyalty sales versus non-loyalty sales

  • Offers broken down by division for promotion and discount

  • Multi layout report.


Report Benefits

  • Comparison between loyalty and non-loyalty sales by division

  • Site-by-site comparison

  • Division sales, promotion, and discount mix view


Site & Sales Area



Key Features

  • Report by single or all sites and any date range

  • Sales area breakdown

  • Count values of swipes, visits, and customers


Report Benefits

  • Location based information

  • Target customers to with offers to use other areas

  • Swipe versus customer counts


Sales, Promotions & Discounts - Divisional Breakout report



Key Features

  • Report by single or all sites and any date range

  • Divisional loyalty sales versus non-loyalty sales

  • Offers broken down by division for promotion and discount

  • Multi layout report.


Report Benefits

  • Comparison between loyalty and non-loyalty sales by division

  • Site-by-site comparison

  • Division sales, promotion, and discount mix view


Customer Visits Report



Key Features

  • Report by last 180 days from date selection, e.g. today goes back 180 days

  • Provides instant views of how often a customer is visiting Multi-layout report


Report Benefits

  • Shows indication of how successful your loyalty programme is by the visit counts

  • Filter by column headers

  • Instant view of date of last visit


Customer Visit Report - Swipes / Visits



Key Features

  • Report by last 180 days from date selection e.g. today goes back 180 days

  • Provides instant views of how often a customer is visiting Multi-layout report


Report Benefits

  • Shows indication of how successful your loyalty programme is by the visit counts

  • Filter by column headers

  • Instant view if customer is visiting more than one site


Customer Visit Report - Detail



Key Features

  • Report by last 180 days from date selection e.g. today goes back 180 days

  • Transactional view visits with date, time, and employee

  • Multi-layout report


Report Benefits

  • Detailed view of where customers transact within the site

  • Employee view – potential fraud prevention


Transactions – By Day of Week



Key Features

  • Report by single or all sites and week or period date range

  • Customer count and sales by day of the week

  • Loyalty sales by weekday


Report Benefits

  • Day by day view of loyalty customer count

  • Target customers to visit on different days of week

  • Day by day sales, promotion, and discount


Transactions – By Day of Week - Detail by Time



Key Features

  • Report by single or all sites and week or period date range

  • Customer count and sales by hour time slot

  • Loyalty sales by hour times slot


Report Benefits

  • Hour by hour view of loyalty customer count

  • Target customers to visit at different times of day

  • Hour by hour view of sales, promotion, and discount


Customer Spend



Key Features

  • Report by single or all sites and any date range

  • Individual customer spends and visit information

  • Average spends by customer


Report Benefits

  • Analysis of customer spend behaviour

  • Promotion and discount analysis

  • Average spend of loyalty card holders


Customer Spend - Detail



Key Features

  • Report by single or all sites and any date range

  • Individual customer spends and visit information


Report Benefits

  • Analysis of customer spend behaviour by transaction

  • Promotion and discount analysis

  • Sales area location of transaction

  • Drill through to receipt detail


Employee Analysis



Key Features

  • Report by single or all sites by day, week, or period

  • Employee loyalty assignment behaviour


Report Benefits

  • Analysis of employee loyalty sales

  • Filter by sales area and session


Summary Statistics



Key Features

  • Report by single or all sites

  • Dashboard style view of key loyalty indicators


Report Benefits

  • Snapshot analysis of sales, performance and top-ranking products and loyalty card holders

  • Graphical view of loyalty transactions


Loyalty Reporting

Three very flexible loyalty reports are available, with the level of reporting information needed easily definable by the user. Users can define the terms on which report information is searched and define the report fields that are displayed.

The results from each report when generated are displayed on the system and are also available to download as a CSV file.

 

When requesting reports from the system, note that large criteria, such as a very long date range, may cause the system to take several minutes to build and display the entire report

 

  • Transaction Report – this report contains loyalty transaction information based on various definable aspects, such as a person’s name, their card ID or transaction type.

  • Registration Report – this report provides information on the registrations made to a specific loyalty program for a given date range.

  • Liability Report- this report provides information on the current loyalty liability for a chosen reward, up to and including the date on which the report is requested.


Transaction Report

  • List all transactions that are processed by loyalty

  • Shows all credits, debits & expiry of currency and points

  • Highly flexible

  • Exportable to CSV


The Transaction Report is used to obtain transaction-based loyalty information and can be created based on one or a selection of the following:

 

Date range – The entire time period you would like the report information to be built on. An entry for this is mandatory.

Company – This optional field can be used to only show transactions that have been made using the Company's POS token and password (via the API).

Site – This optional field can be used if a company with multiple sites would like to narrow down the report generation to just one or more sites (CTRL/SHIFT click to select multiple entries). Program - This optional field can be used if report information is needed to include transactions from one or more programs (CTRL/SHIFT click to select multiple entries).

Balance Type – This optional field enables the user to filter report information to include only transactions of the following types: Currency, Points, Spend, Visits, Items).

First/Last Name - This optional field enables the user to filter report information to include only transactions made by customers with specific first or last names. These can be left blank, used singly, or used together.

Card ID - This optional field enables the user to filter report information to include only transactions made by a known card ID.

Transaction Type - This optional field enables the user to filter report information to include only transactions of the following types: Credit, Debit, Adjustment, Void, Expiry).

Reward - This optional field enables the user to filter report information to include only transactions made on a specified reward.

Expiry Date To - This optional field enables the user to filter report information to include only transactions made by cards that expire before the date specified. When all search criteria have been selected, click Select. As always, the information displayed will conform to all criteria chosen and if this is left open in many cases, it may result in a very large report.



To ensure that the information you need is included in the Transaction Report, the following report fields can be selected for inclusion (by checkbox):

  • Transaction ID

  • Date

  • Expiry Date

  • Company

  • Site

  • Transaction Type

  • Value Type

  • Card ID

  • Amount Title

  • First Name

  • Last Name

  • Note

  • Parent Transaction ID

  • Reward


Registration Report

  • Lists all customers that have registered

  • Highly flexible

  • Exportable to CSV



The Registration Report is used to obtain information on the registrations held by the system for a given date range and can be created based on one or a selection of the following:

 

Program - This mandatory field is used to choose which programs (from those available in the drop-down list) should be searched for matching registration information.

Date range – The entire time period you would like the report information to be built on. An entry for this is not mandatory, but if left empty may result in a very large report being generated – this may take several minutes to generate. When all search criteria have been selected, click Select.




To ensure that the information you need is included in the Registration Report, the following report fields can be selected for inclusion (by checkbox):

  • Card ID

  • Title

  • First Name

  • Last Name

  • Gender

  • Occupation

  • Birthday, Month, Year

  • Address Fields 1 to 3

  • City

  • County

  • Country

  • Postcode

  • Email (and Email Opting)

  • Mobile (and Mobile Opting)

  • Custom Input Fields 1 to 5

  • Registration Type

  • Registration Date


Liability Report

  • Reports total liability for a given program

  • Can back date reporting date for past liability

  • Exportable to CSV



The Liability Report is used to obtain information on the current liability for a chosen value type, up to and including the date on which the report is requested, based on one or a selection of the following:

 

Program - This mandatory field is used to choose which programs (from those available in the drop-down list) should be searched for matching loyalty liability information.

Date To – The cut-off date for which you would like the report information to be built on. All Card IDs or programs with an expiry later than this are not included in the report.

Card Set Name – This mandatory field can be used to only include a specific range of cards, i.e. a named card set, in the report. If required to filter to this level, chose from the card sets available in the drop-down list.


When all search criteria have been selected, click Select.

  • #Cards Card Status

  • Currency Points

  • Total Spend Visits