Overview
Easily export all your loyalty program reports in just a few clicks. This guide will show you where to find each report, what each will contain and how to download them
The Exports page
You can download, access, and track all key exports directly from our Exports page:
How to access:
Log in to LoyaltyLion
Go to Analytic > Exports
Export History
The Export History section will show all previous exports created on the site. The table shows the following:
Date the export was created/requested.
The date range that the export encompasses.
The type of report that was created/requested.
The status of the report. This will either show 'Processed', if the export was successfully created, or 'Failed' if the export was unable to be created. If the export is still in progress, it will show a progress bar with a completion percentage.
A download button, so the export can be downloaded locally.
The Legacy Exports section will contain all exports that were created/requested prior to the latest updates.
Creating an export
Clicking on an export type will take you to the main export menu. In here, you will see the first 10 rows of your export, and all available columns of data. The screenshot below shows an example of the Customer export screen.
On the left-hand side, you can filter the date range you want the export to encompass. This is relevant for some exports more than others, as some are time-relevant and others are static.
You can also filter the information in the export, for example, choosing to only export data of customers in a certain tier, or those who are members.
On the right-hand side, you can choose which columns you would like to be selected in the exported file. This can be used to trim down the data you need, to make it more relevant.
Each column, and the data it holds, is explained within this dropdown, allowing you to make the right decisions around the data you wish to include.
Each column field can be edited from the LoyaltyLion defaults to whatever best fits your administrative needs.
Once you have named your column titles and chosen what columns you want to export, you can save this as a template under the Settings option. You can then load this template for future exports under Settings as well.
Customer transactions export
To get a Customer transactions export:
Navigate to Analytics > Exports
Click on Customer transactions
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: this shows the date range you're looking at, and will allow you to see transactions on each day they occur
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Once the export is ready, we'll send you an email. The status will change from Pending to Processed and you'll be able to download the file.
Customer transactions export fields
When you click on the Export button, you'll receive a CSV file containing the following fields:
id: id of the transaction
customer_id: id of your customer
customer_email: customer's email address
resource: the type of activity
activity_title: the identifier of the activity
points_approved: number of approved points involved in this transaction (either added or deducted)
points_pending: number of pending points involved in this transaction (either added or deducted)
order_id: id of the order involved in the transaction
created_at: date and time when the transaction was created
note: reasons for manual adjustments
If you're trying to find out what type of activity got points, it is best to look at the "activity_title" column
💡Tip: To see how many points have expired:
Use the date picker to choose the timeframe you want, then filter the ‘resource’ column to only show ‘expired’ values and add these together
Points accounting export
The Points accounting export provides an overview of a loyalty program’s outstanding points over time.
To get a Points accounting export:
Navigate to Analytics > Exports
Click on Points accounting
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: allows you to create a smaller file, as exporting all transactions can result in a very big file to export
Filters: Filter by transaction type (Activity, Reward, Adjustment, Expiry)
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Points accounting export fields
Date: The specific date or timeframe of the data in the row.
Earned Points: Total points earned by the customer, including pending, approved and manually added points.
Earned Points Reversed: Points that were earned but have been reversed, which could be due to refunds, voided points, manually removed points and declined pending points.
Redeemed Points: Points used to redeem a reward.
Redeemed Points Reimbursed: Points returned after being redeemed, including any cancelled or refunded rewards, including bulk refunded rewards.
Expired Points: Points that have been expired and removed from the customer's account.
Total Outstanding Points (Start of Day): The total opening points balance for each day.
Total Outstanding Points (End of Day): The closing total points balance for each day.
Difference in Outstanding Points: The net change in total points between the start and end of the day.
Customer Activities export
The Customer Activities report provides an overview of the in-program history of how your customers have been interacting with the loyalty program.
To get a Customer Activities export:
Navigate to Analytics > Exports
Click on Customers
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: this is the date when the customer was first created in your e-commerce platform, whether as a Customer or a Guest
Filters: Enrolment status or Tier status
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Shortly, you'll either receive an email or you can check back on the Exports history table to find your export.
Customer Activities export fields
In the Customers export from LoyaltyLion, this will be a CSV file which contains the following fields:
Activity ID: The unique identifier for the activity.
Customer ID: The customer's ID in your ecommerce platform.
Customer Email: The email address of the customer.
Activity Kind: What type of activity was triggered. This can be 'rule', 'flow', 'manual addition', 'manual deduction', 'import' and 'expiration'.
State: The current state of the activity. This can be 'approved', 'pending', 'expired' or 'void'.
Activity Detail: This will be the internal naming converntion of the rule, if available, or the identifier of custom rules. This will be blank for any activities without a named entity, such as manual adjustments or imports.
Note: If any note was left on the activity, this will show here.
Initial Points: The number of points originally earned by this activity.
Points Remaining: The number of unspent points remaining from this activity.
Points Expired: The number of points from this activity that have been expired.
Activity Date: When the triggering event took place.
Projected Expiration: When these points are projected to expire based on current program expiration settings. Only populated for programs using per-activity expiration. Reflects settings at time of export.
Expired At: When the points from this activity actually expired.
Order Reference: The associated order number from your ecommerce platform, if applicable.
Pre-Enrollment Purchase: Whether this activity was for an order placed before the customer enrolled. Currently only tracked for purchase rule activities.
Customers export
How to Export Customers' Data
The Customers export provides an overview of all customers (both members and non-members) along with key data points such as enrolment status, tier status, and points balances as they currently stand.
To get a Customer export:
Navigate to Analytics > Exports
Click on Customers
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: this is the date when the customer was first created in your e-commerce platform, whether as a Customer or a Guest
Filters: Enrolment status or Tier status
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Shortly, you'll either receive an email or you can check back on the Exports history table to find your export.
Customers export fields
In the Customers export from LoyaltyLion, this will be a CSV file which contains the following fields:
ID - this is the ID of the customer in your store system. This is the customer's Shopify or Magento ID.
name: Full name of the customer, if we have it
email: Email address of the customer, if we have one
points_approved: The customer's current number of approved points. This means that these points are currently available to spend.
points_pending: Current number of pending points (i.e. those from a purchase that have not yet been approved). Read more about these.
points_spent: Current number of spent points (i.e. those redeemed on rewards). You can add all three-point totals together to get the customer's "lifetime" points.
loyalty_tier_name: Customer's current tier name, or blank if tiers are not active
loyalty_tier_position: The numeric position of the customer's current tier
loyalty_tier_spend: If tiers are enabled and are based on spend, this will be their current "countable" spend for the purpose of calculating their tier, i.e. their spend in the last 12 months (or until the date tiers were launched, whichever is sooner)
loyalty_tier_points: If tiers are enabled and based on points, this will be their current "countable" points for the purpose of calculating their tier, i.e. the sum of their earned approved points in the last 12 months (or until the date tiers were launched, whichever is sooner)
enrolled_at: this shows the date that the customer enrolled in the program. If this section is blank, it means they are not currently enrolled in the program.
blocked: ''TRUE'' if this customer has been blocked from the program, ''FALSE'' if not
birthday: The customer's birthdate, if they have provided it to LoyaltyLion, in the format "YYYY-MM-DD"
referral_url: The customer's unique referral URL
rewards_claimed: Total number of rewards claimed by this customer
receives_loyalty_emails: Boolean indicating if the customer receives emails. If this is false, then the customer has unsubscribed
Additional Customer export fields
The following fields are also now available for members where programs have tiers launched:
loyalty_tier_membership_expires_at: Displays the time (UTC format) of when the customer is due to have their current tier evaluated.
forecasted_tier_at_expiration_name: This is a prediction of what tier the customer will be going into once the above expiry date has been met. As this is a forecasted model, it is subject to change depending on the customer's activity in your program.
forecasted_tier_at_expiration_position: The same as the above, but the tier position as a number rather than the name of the tier.
forecasted_tier_at_expiration_spend: How much of your customers' current spending is contributing towards their tier evaluation. After the expiration event, this will adjust to show how much of their current spending is contributing to their next evaluation.
forecasted_tier_at_expiration_points: How many of your customers' current points are contributing towards their tier evaluation. After the expiration event, this will adjust to show how much of their current points are contributing to their next evaluation.
💡 Tip: To see how many active points are currently in your program:
Add together the ‘points_approved’ column and the ‘points_pending’ columns. Approved points are available for customer to use now, and Pending points are points that are expected to become approved once the approval period has passed.
💡 Tip: To see customers who have entered their birthdays, filter the 'birthday' column and remove 'blanks' - this will remove all customers who have not entered their birthday.
Rewards export
The rewards export provides an overview of all rewards that have been claimed or triggered automatically, along with key data points such as points cost, value of the reward and the order ID that the reward was used against. This way you can clearly identify unclaimed rewards, or see the value of rewards claimed.
To get a Rewards export:
Navigate to Analytics > Exports
Click on Rewards
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: this is the date when the reward was claimed or automatically triggered
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Shortly, you'll either receive an email or you can check back on the Exports history table to find your export.
Rewards export fields
customer_id: id of the customer in your store system (e.g. their Shopify or Magento id)
email: customer's email
cost: the cost of the reward in LoyaltyLion
state: if the voucher is enabled (approved) or disabled (void)
method: type of reward (eg. voucher, free product)
applies_to: where the voucher is applied (eg. cart)
target_product_id: (if applicable) ID of the product the voucher is restricted to
target_product_sku: (if applicable) SKU of the product the voucher is restricted to
target_collection_id: (if applicable) ID of the collection the voucher is restricted to
discount_type: type of discount provided (eg. flat or percentage)
amount: the discount amount of the voucher
claimed_at: when the customer claimed their voucher
code: the code of the voucher
usable_on_store_url: URL of the store's customers can use the vouchers at
used_with_order_numbers: (if applicable) which order the customer used the voucher with
currency: currency of the voucher
order_total: (if applicable) the order total associated with a used voucher
title: the name of the reward
channel_used_at: The sales channel where the reward was used against an order (ie web, pos, app)
💡Tip: Use the ‘used_with_order number’ to see which rewards have been used against an order. If the field is blank in this column, it means the reward hasn't been used against an order yet.
Sales Channel Breakdown export
Overview
The Sales Channel Breakdown export provides aggregated loyalty performance data broken down by sales channel, giving you a clear view of how different acquisition and sales channels contribute to your loyalty program. For each channel, you can analyse orders, revenue, average order value (AOV), sign-ups, and redemptions by tier or loyalty status - helping you understand where your most engaged and valuable customers are coming from.
Note: The Sales Channel breakdown export is available for Shopify stores only.
How to access the Sales Channel Breakdown export
Navigate to Analytics > Exports in your LoyaltyLion dashboard.
Select Sales export from the menu.
Use the date range picker to filter the period you want to analyse.
Optionally, apply filters such as loyalty tier, engagement status, or segment type to narrow down the data.
Understanding the data
Each row in the Sales Channel Breakdown export report represents a combination of:
A day (order creation date, in your store's timezone)
A channel (e.g. online, POS, social)
A loyalty tier (or all tiers combined)
An engagement status (e.g. non-member, redeeming member, non-redeeming member)
A segment type (tier or loyalty)
Tier: this shows tier status for members, or blanks for non-members
Loyalty: this shows whether they are a loyalty member (redeemer or non-redeemer), or a guest shopper (non-member).
This structure lets you compare performance across different customer segments and channels side by side.
💡 Tip: You should filter on segment type to avoid double-counting, as customers can be both Gold tier and redeeming members.
Sales Channel Breakdown export fields
Date & Identifiers
Merchant created at day: The order creation date at daily granularity, displayed in your account's time zone.
Program ID: The unique LoyaltyLion identifier for your loyalty program.
Site ID: The unique LoyaltyLion identifier for your site.
Channel
Channel: The resolved channel name for this row (e.g. "Point of Sale", "Web", "Shopify Draft Order", "Shop App", "Subscription rebilling", "TikTok").
Channel group: A high-level classification grouping similar channels together (e.g. "Online", "Apps & Integrations", "POS", "Social Commerce").
Shopify source name: The Shopify source identifier. Useful for tracing orders attributed to an "Unknown" channel back to their original source.
Shopify Location ID: The POS store location identifier, populated for in-store (POS) orders.
Segmentation
Loyalty Tier Name: The name of the tier. This field will be blank if your program is not using tiers, or for non-members.
Engagement status: The engagement segment or loyalty status for this row. Possible values:
Non-member — Customers who have not enrolled (guests in Shopify)
Non-redeeming member — Members who have never redeemed a reward
Redeeming member — Members who have redeemed a reward at least once (all time)
Metrics
Orders: The number of orders placed for this channel, tier, and engagement combination.
Revenue: The total revenue generated, expressed in your store's native currency.
AOV: Average order value for this combination, calculated as revenue divided by orders. This field may be
NULLif there are no orders in the row.Customers: The count of distinct customers who placed orders in this combination.
Sign-ups: The number of loyalty program enrolments associated with this combination (first-order proxy).
Redemptions: The number of orders that included at least one reward redemption.
Redemption rate: The proportion of orders that included a redemption, calculated as redemptions divided by orders.
💡 Identifying unknown channels: If you see orders attributed to a "null" channel, this means we haven't been provided the Channel name from Shopify. You can use the shopify_source_name field to trace these back to their original Shopify source to investigate further.
💡 Mapping POS locations: If you would like POS location names to be added to the export, please send a list of your POS location ID's and associated POS location names to support@loyaltylion.com and we can map these for you in the backend to appear in future reports.
Referrals export
A list of referral activities, including voucher usage and order details.
To get a Referrals export:
Navigate to Analytics > Exports
Click on Referrals
Select your desired filters (these are all optional), or move on to step 4 to export all data
Date range: select a timeframe
Columns: select which columns to include, and whether you'd like to reorder them
Settings: you can then 'Save as preset' to save your filters for future use, or 'Load' a pre-made preset
Column headings: click on any of the column headings to update them prior to exporting the data
Click on Export
The completed report will appear in the Exports history table on the Exports page and can also be sent across via email
Once the export is ready, the status in the Exports history table will change from 'Pending' to 'Processed,' and you'll be able to download the file.
Referral export fields
Customer ID: The customer ID in LoyaltyLion for the customer who referred a friend
Customer email: The customer email in LoyaltyLion for the customer who referred a friend
Referred customer ID: The customer ID in LoyaltyLion for the referred customer
Referred customer email: The customer email in LoyaltyLion for the referred customer
Referral voucher code: The referral voucher code that was used on the referred customer's first order
Order number: The order number that the referral voucher code was used against
Order total: The monetary value (e.g. $100) of the order that the referral voucher code was used against
Order date: The date of the order that the referral code was used against
Tier exports
We provide two tier-specific exports to track the change in number of tier memberships over time:
Tier member count
New tier memberships
To export your loyalty tiers data, you will need to follow the next steps:
Login to your LoyaltyLion account
Go to the Manage tab
Click on Tiers > Analytics
You can then see the Tier member count over time chart and the New tier memberships chart
Choose the dates for your export from the date picker in the top left corner
Click on the arrow in the top right corner of each chart to download your CSV file
Insights export
You can see which customers are loyal to your brand, who you might need to win back, and who's at risk of churning. In order to find out more about our insights please click on the button below:
1. Log in to your LoyaltyLion account and click on Analytics > Insights
2. On the right side, you'll see three tabs: Loyal Customers, At Risk, and Win Back. Click on one to see more data.
3. In the Customers section you'll see an overview of your customers and data connected to their purchasing habits. In order to download this data, click on the Export users as CSV button.
Insights export fields
When you click on the Export users as a CSV button, you'll receive a CSV file containing the following fields:
id: id of the customer in your store system (e.g. their Shopify or Magento id)
first_name: first name of the customer, if we have it
last_name: last name of the customer if we have it
email: customer's email
frequency: purchasing frequency of the customers
last_order_date: the date and time of the last order placed by the customer
total_spend_cents: total spend per customer, viewed in cents
Email export
The email export allows you to see a full list of customers who have been sent an email by LoyaltyLion of a particular category. To export this report, you can go to Manage > Settings > Exports > Customer emails.
On the page, select the 'Email export' option, and then choose the type of email you want to pull the report on, and the date range:
Email export fields
When you click on the Export users as a CSV button, you'll receive a CSV file containing the following fields:
created_at: the date the email was triggered, or created at, in UTC format.
updated_at: the date of the last status change, in UTC format.
status: here is a list of current statuses an email can have:
'scheduled': The email has not yet been sent but has been queued to be sent.
'sent': The email has been sent from LoyaltyLion but has not yet been delivered.
'delivered': LoyaltyLion has received confirmation that the email has made its way to the customer's inbox.
'soft_bounced': The email was not delivered due to a temporary issue with the inbox, such as server downtime or a full inbox.
'hard_bounced': The email was not delivered due to a customer email being incorrect or blocked.
'rejected': The email was not delivered as the customer does not wish to receive these emails.customer_id: The ID of the customer receiving the email.
customer_email: The customer's email address.
open_count: The number of times the customer has opened the email, starting at 0, for unopened.
click_count: The number of times the customer has clicked through the email link to the site, starting at 0, for not clicked.
Frequently asked questions
Q: When I try to download the Customer transactions export, I see a message saying 'access denied'. Is something wrong?
You might be trying to download a report that you exported a long time ago and is now expired. You can access the data by producing a new report and this should work correctly.
Q: The Customers export does not note if the customers are enrolled or guests. How can we account for these segments in the export?
You can filter out guest customers in the customers export by the property 'enroll_date'. Any customers where this field is blank won't be enrolled members of the program.