Reward - Report

Written By Devin O'Neill ()

Updated at April 4th, 2025

Summary

  • The Reward report displays reward activity by loyalty members, including claiming Points, redeeming Points, or Reward Code expiration.
  • When a loyalty member earns Points, Rewards are triggered for that member, who can then claim the Reward in return for incentives.

Report Option

Navigation: Reports > Reward Report

  1. The Date Range for the Reward report must be set for a seven-day range or less.
Note: The Date Range cannot be greater than seven days.
 
  1. Filter the report by User ID or Content Text (a string that may appear somewhere in the report output.
  2. Click More to add additional filters:
    • Name
    • Email
    • Reward ID
    • Store ID
    • Reward Type
    • Reward Code
    • Status.
  3. Click Search to generate the report.


The Rewards report includes the following columns.

Field Description
Claimed Date The date on which the member claimed the reward. It helps track reward redemption activity and provides insights into member engagement with rewards.
Name The name of the loyalty member that claimed the Reward.
User ID This field will show the ID of the user, performing loyalty actions.
Reward ID A system-generated unique ID for the Reward.
Reward Name The name of the Reward claimed by the loyalty member.
Reward Code The Reward Code is provided to the loyalty member after claiming the Reward. The loyalty member can use this Reward Code at checkout while purchasing.
Reward Category ID A unique identifier assigned to each reward category. This ID helps in distinguishing and managing various reward categories, ensuring accurate tracking and reporting.
Reward Category The category assigned to the loyalty member's reward, used to differentiate rewards based on various member types or orders. This classification helps in organizing and tracking rewards efficiently across different segments or criteria.
Points Used The number of points the loyalty member spent to claim the Reward.
Used Date The date on which the loyalty member used the Reward Code for a purchase. This indicates when the reward was redeemed as part of a transaction, for tracking the utilization of rewards.
Order ID An identifier for the Order by which the redemption was executed or the Reward Code was used.
Total Spend The total amount spent by the loyalty member on a specific order that the reward got redeemed for.
Reward Code Expiration Date The codes made available to loyalty members have a limited validity period and this expiration date denotes the same. This date is determined by the admin.
Section ID An identifier for a survey section. A survey includes multiple questions for loyalty members to answer, and the questions are split into various sections to help them comprehend the context of the survey.
Section Name Every section including multiple survey questions is titled to distinguish it from other sections and to help loyalty members better grasp the criteria of sections.
Survey ID An identifier is assigned for several surveys in which loyalty members are given the opportunity to participate. This identifier helps in tracking and organizing survey responses, ensuring that each response is linked to the correct survey and participant.
Survey Name The surveys for loyalty members have names based on their criteria to differentiate and outline the contents of the survey in brief.
Status

The Status of the Reward Code after the member claimed the Reward. You can use the Status filter to limit the report to records with a single Status.

  • Claimed: The loyalty member has claimed the Reward, and the Code is available to be used.
  • Used: The loyalty member has used the Reward Code on a purchase.
  • Deactivated: The Reward Code is deactivated.
  • Expired: The Reward Code has expired.
  • Re-enabled: The Reward Code was re-activated by the site admin for any reason.
Reason Any optional reason provided by the system or edited by an admin user against a redemption.
Source The source system from where the Reward gets claimed by the loyalty member. This value needs to be sent at the time of redemptions/claims through the API.
Store ID The Store ID is a unique code assigned to each store, serving as an identifier for the specific store.
Custom ID An additional identifier associated with the Action ID to describe a unique instance of the Action.
Action Attribute Name The Action Attribute Name refers to the identifier assigned to a specific attribute associated with an action within a system.
Action Attribute Value Action Attribute Value refers to the specific data or information associated with an attribute of an action within a system. The action attribute value represents the specific content, setting, or parameter assigned to a particular attribute.
Action

Three options are available in the Action tab,

Edit:

  1. Click the Edit icon to change the Status of the record.
  2. Change Status: Manually update the Status of the Reward Code.
  3. Select Reason: Choose an existing reason from the drop-down.
  4. Other Reason: Enter a free-text reason for the status change.

Complete EITHER Select Reason OR Other Reason. If the user completes both fields, AC stores the Reason from the drop-down list only. The text in the Other Reason field is ignored.

  1. Click Save to store the status change.
 

Audit:

The log information is displayed as listed below:

  1. Date: Displays the date on which Rewards were created or modified.
  2. User Email: Displays the email ID of the user.
  3. Old: Displays the value before the modification.
  4. New: Displays the updated modified value.
  5. Source: Displays the source details.
 

Reason History:

The Reason History pop-up provides a historical record of the reasons the status of a report was changed. It displays the following details:

  1. Date: This field shows the date when the reason was added or updated.
  2. Entered By: This field indicates who added or updated the reason, and the Email address of the user is displayed.
  3. Reason: This field shows the reason updated by the user.
 

 

Note: If the loyalty member completes the entire survey, they get benefits against Action ID 172.

The benefits are of two types:

  • Bonus Points
  • Reward type.

If the loyalty member completes a section of the survey, they get bonus against Action ID 173.

Additionally, this report provides visibility into all the loyalty activities performed by a loyalty member.

  1. Click User ID to view activity details for that report record, including,
    • Date,
    • Release date (in cases where points can be held for a period of time),
    • Activity,
    • Available reward points.

Action Series Benefits - Reward Report:

  • The reward report provides detailed information on the usage and status of reward codes within the action series benefit program.
  • The Reward Code column lists the reward codes available to loyalty members. Each code represents a specific reward that can be claimed.
  • The status of each reward code is displayed as “claimed” until the reward code is used in the order API, indicating that the reward has been applied.
  • The reason field follows a specific format, such as “Series Benefit: Action Series Name”.
  • This structure ensures that the report provides a clear and comprehensive view of the reward codes, their status, and the associated action series, aiding in the analysis and management of the rewards program.

Export

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.

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

The following are the fields in the exported reward report:

 

Note: Some of the fields in the downloaded Excel files are visible only when hierarchy management and surveys are being utilized. Additionally, certain fields appear due to the configuration of extended attributes.

  1. Claimed Date: The date the reward was claimed by the member.
  2. Name: The name of the member who claimed the reward.
  3. User ID: The unique identifier for the member who claimed the reward.
  4. Reward ID: The unique identifier for the reward.
  5. Reward Name: The name of the reward that was claimed.
  6. Reward Code: The code associated with the claimed reward.
  7. Reward Category ID: The unique identifier for the category of the reward.
  8. Reward Category: The category to which the reward belongs (e.g., gift, discount).
  9. Points Used: The number of points used to redeem the reward.
  10. Used Date: The date the reward was used or redeemed.
  11. Order ID: The unique identifier for the order associated with the reward redemption.
  12. Total Spend: The total amount spent by the member for the reward, if applicable.
  13. Reward Code Expiration Date: The date when the reward code expires.
  14. Reason: The reason for the reward redemption or claim (e.g., purchase, promotion).
  15. Status: The current status of the reward (e.g., redeemed, pending, expired).
  16. Source: The source through which the reward was redeemed or claimed.
  17. Section ID: The unique identifier for the section related to the reward. (This field is present when the Surveys tool is included in the program).
  18. Section Name: The name of the section related to the reward. (This field is present when the Surveys tool is included in the program).
  19. Survey ID: The unique identifier for the survey associated with the reward. (This field is present when the Surveys tool is included in the program)
  20. Survey Name: The name of the survey related to the reward. (This field is present when the Surveys tool is included in the program)
  21. Phone Number: The phone number of the member who claimed the reward. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
  22. User Role: The role or type of member who claimed the reward (e.g., member, admin). (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
  23. Store Region: The geographical region where the store associated with the reward is located. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
  24. Store Type: The type of store where the reward was claimed (e.g., online, physical). (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
  25. Store ID: The unique identifier for the store associated with the reward. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).
  26. Store Name: The name of the store where the reward was claimed. (This field is an example of an Extended Attribute that can be configured under Additional Loyalty Settings).

Related Articles

Manual Spend Report

Summary It enables the user to generate a report for all those actions which have...

Hold Points Report

Summary The Hold Points Report provides comprehensive details about various types...

Liability Report

Summary The liability report enables members to view all the pending liabilities ...