Summary

The Accrual Redemption Report associates redeemed points to the source transactions on which the points were redeemed.

Navigation: Reports > Accrual Redemption Report

On the Accrual Redemption Report page, the following selection criteria allows the user to filter the report output.

• Date Range: Select Start and End Dates for report results. The End Date field defaults to the current date. The Start Date field defaults to a calendar moth before the current date.
• User ID: Return results for a single user by User ID.
• Content Text: Enter a text string to return only records that contain that string.
• More: Adds a filter for loyalty members by name. A Name column appears in the report output when you activate this filter. Names appear in firstname lastname format.

1. Click Search to generate the report.
   

The Accrual Redemption Report contains these data columns.

• Date: The date of the transaction when the points were redeemed.
• User ID: The login ID for the user that redeemed the points.
• Transaction ID: A system-generated numeric ID for the particular transaction.
• Action ID: A system-generated value to describe the action for the transaction.
• Transaction Type: Debit or Credit.
• Points Redeemed: Total points redeemed for the associated transaction.

Activity Detail

Users can view Activity Details for a transaction by clicking the link in the User ID field on a report record. These details can show how points can be taken from multiple transactions.

• Total Points Redeemed: Points redeemed in this transaction. This is the same value as the Points Redeemed field on the Accrual Redemption Report.
• Accrual Transaction ID: Transaction ID from where user's points are taken for redemption.
• Order ID: A vendor-generated ID for the order on which points were redeemed.
• Date and Time: Date and time stamp for the Order ID.
• Accrual Action ID: Action ID for the Accrual Transaction ID.
• Reference Points: Number of points that were taken from the associated Accrual Transaction ID/Order ID. The sum of the values in the Reference Points column.
• Transaction Type: Debit or Credit.

Multi Point Bucket (MPB) Report

The Accrual Redemption Report has a second tab for the Multi Point Bucket (MPB) Report. This report includes the Points Bucket from which redeemed points were drawn for a specific transaction. A Points Bucket is a method for grouping points based on how the points were earned, such as Actions, Rewards, and Tiers. Points can be drawn from more than one bucket for the same transaction.

The MPB report contains these data columns:

• Date: The date of the transaction when the points were redeemed.
• User ID: The login ID for the user that redeemed the points.
• Transaction ID: A system-generated numeric ID for the particular transaction.
• Action ID: A system-generated value to describe the action for the transaction.
• Transaction Type: Options include Debit or Credit.
• Points Redeemed: Total points redeemed for the associated transaction.
• Bucket Name: The designation of the Bucket as configured.
• Bucket Type: Options include Actions, Rewards, and Tiers.

Activity Detail

Users can view Activity Details for a transaction by clicking the link in the User ID field on a report record. These details can show how points can be taken from multiple transactions.

Navigation: Export > Make an Excel Request

Report data can be exported through the Make an Excel Request feature. The user receives an Excel file through email.

1. Click Make an Excel Request and enter the email address of the recipient.
2. When the recipient receives the email, they can click a link and open the Excel file.
3. The recipient can access the Excel file for 24 hours after receiving the email.
4. If the amount of data in the report cannot fit into a single Excel file, the system splits it into multiple files and creates a zip file for the email.