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Reports Menu > Loyalty Program > Loyalty Points - Liability Report |
The Loyalty Points - Liability Report allows users to generate a report displaying loyalty points owed to customers using a selection of parameters.
Loyalty Points - Liability Report Screen
Parameter Name |
Description |
Focus Period |
Clicking the drop down arrow will allow users to select the required period. |
Starting Customer Ending Customer Selected Customers Starting Account Manager Ending Account Manager Selected Account Managers Starting Market Code Ending Market Code Selected Market Codes Selected Classes Selected Customer Groups |
Parameters to restrict the customers you wish to see on the report. |
Sort By |
Customer Code - The report will sort and display by customer code. Alpha Code - The report will sort and display by alpha code. Rep Code (Customer) - The report will sort and display by customer rep code. Market Code - The report will sort and display by market code. Referral Source - The report will sort and display by referral source. Customer Group - The report will sort and display by customer group. |
New Page per Section |
Yes - When printed the report will print on separate pages when sorted by any of the Sort By parameters |
When the required parameters have been entered, the Loyalty Points - Liability Report will be generated.
Example of Loyalty Points - Liability Report
