Reports & Analytics Overview

The Reports & Analytics module gives you the data infrastructure to evaluate, optimise, and audit your loyalty program. Access pre-built dashboards for instant insights, run custom SQL queries for tailored analysis, schedule recurring exports, and download data for offline processing.

Accessing reports

Select Reports & Analytics from the left sidebar. The module is organised into two areas:

Area	Purpose
Data Exports	Generate, schedule, and download report files across all report categories
Dashboards	Real-time visual summaries of key program metrics

Reports — Data Exports screen showing Points Distribution summary (146M points, Redeemed/Expired/Balance breakdown), Storage Insight (17.76 MB used, 2033 reports), and report category tabs: Transactional, Members, Communication, Liability, Projected Expiry, Administrative Data, Logs, Custom Report, Gamification, Exported Data

Report categories

Reports are organised into eight categories, accessible as tabs under Data Exports:

Category	What it covers
Transaction	Point accruals, redemptions, reversals — every earn and debit event
Member	Enrolment trends, balance snapshots, activity patterns
Communication	Email and SMS delivery, open rates, campaign engagement
Projected Expiry	Upcoming points expirations by month — for liability planning
Liability	Total outstanding unredeemed points — your current financial obligation
Administrative Data	Audit trail, user activity logs, configuration change history
Logs	File upload processing status, errors, and rejected records
Custom Reports	SQL-based reports with real-time preview and on-demand generation

See Report types for a detailed breakdown of each category. See Custom reports for SQL query reports, real-time preview, and custom date range generation.

Create Report form for Transactional type showing Report Name field, Column selector with available and selected columns, Reporting Period dropdown, and Filters section for narrowing the data export

What you can do

View in real time — preview report data directly in the dashboard without downloading a file (available for standard and custom reports)
Schedule exports — configure daily, weekly, or monthly automatic generation
Download on demand — generate and download a report for any supported date range
Configure columns — show only the columns relevant to your role; preferences persist across sessions
Share reports — custom reports can be shared with specific users or roles

Dashboards

The Dashboards view provides visual summaries of program performance:

Dashboard	Key metrics
Member dashboard	Total enrolled, active vs inactive, new enrolments trend
Transaction dashboard	Points issued, redeemed, expired — volume and trend charts
Engagement dashboard	Campaign participation rates, communication open rates

Dashboards refresh automatically and do not require a manual download to stay current.

Column customisation

Every standard report table supports Configure Columns. You can:

Add optional columns to the display
Hide columns not relevant to your view
Preferences are saved per user and persist across sessions
Default (mandatory) columns cannot be removed

Scheduled reports

For recurring needs, configure a report to auto-generate:

Schedule	Frequency
Daily	Generates every day
Weekly	Generates once per week
Monthly	Generates once per month

Scheduled outputs appear in the report’s output list alongside any manual downloads, tagged by generation type.

Permissions

Action	Required permission
View reports	View Reports
Download reports	Download Reports
Create custom reports	Create Custom Reports (Super Admin)
View audit trail	View Audit Trail
Export member PI data	PI Data Access (requires separate toggle in Advanced Configuration)

Use Projected Expiry and Liability reports together for financial planning. Expiry reports show when points leave the ledger; Liability reports show your current total obligation. Together they give you a forward-looking view of redemption pressure.

Getting Started

Platform

Partners & Promotions

Campaign Management

Access Control

Governance