Overview
The Points Accounting Report provides an overview of a loyalty program’s outstanding points over time.
Once the report has been enabled by a member of the LoyaltyLion team, follow these steps:
Navigate to Manage > Exports
Click on Points Accounting
Select a date range & enter an email address to send the file to
Click on Export
The completed report will be sent across over email and also appear in the Exports history table below
This report is primarily used to track the movement of points within your loyalty program and how these move on a daily basis. It provides insights into the volume of points earned, redeemed, reversed, and expired, helping you monitor changes and trends over time.
See the column breakdown below for further details.
Understanding the report
Below is a breakdown of the columns in the report and the definition of each:
# | Name | Definition |
1 | Date | The specific date or timeframe of the data in the row. |
2 | Earned Points | Points earned by customers, including:
|
3 | Earned Points Reversed | Points that were earned but have been reversed, including:
|
4 | Redeemed Points | Points used to redeem a reward. |
5 | Redeemed Points Reimbursed | Points returned after being redeemed, including:
|
6 | Expired Points | Points that have expired and been removed from a customer's account. |
7 | Total Outstanding Points (Start of Day) | Total points balance at the start of the day, including both pending and approved points. |
8 | Total Outstanding Points (End of Day) | Total points balance at the end of the day, including both pending and approved points. |
9 | Difference in Outstanding Points | The net change in total points between the start and end of the day (Difference between column 7 and 8). |
FAQ's
Q: Our Finance team wants to track 'points liability' – would this report work?
Yes! Our Points Accounting Report is designed specifically for this purpose. It enables your Finance team to calculate points liability for any given time period, aligning perfectly with your financial reporting cycles (e.g. monthly, quarterly, or annually).
Q: How can we reduce the number of outstanding points in the program?
We offer different features to help with this such as several points expiration methods and reward expiration. You can reach out to support@loyaltylion.com for support and guidance on which features to use for your specific needs.
We also recommend running campaigns to ensure points are redeemed regularly, such as having a reward available email flow set up, that can be sent from LoyaltyLion or your preferred email provider.