The loyal report gives an overview of the loyalty rewards either as cash discounts or points awarded to the guests on the selected day or duration.
The report provides the details of the loyalty points or cash discounts given by the staff for the selected day or duration and for the selected single or multiple venues.
You filter the report for the selected date range and venue.
Note: Staff with permissions can access the report.
To generate a loyalty report:
- Login to TRAY HQ with your credentials.
- Select SALES and then select Loyalty.
The following table provides information about the UI fields in the loyalty report screen.
Field Description Period Select the option for the period for which you want to generate the loyalty report. Start Date Select or enter the start date. End Date Select or enter the end date. Groups Select the sites name.
- Select Run Report.
The Loyalty Report displays.
The following table provides the details of the column displayed in the report.
Field Description Username Specifies the staff name who applied the loyalty. Reward Points Specifies the details of the reward points applied by the staff. Redeem Points Specifies the details of the redeem points applied by the staff. Date/Time Specifies the date and time.