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Viewing and Extracting Customer Loyalty Data Reports via PASS

May 12th, 2016 | Gift & Loyalty

One of the most crucial aspects of your loyalty system is that it allows you to access customer data that can be highly beneficial to your business. You can access different types of loyalty reports, such as:

  • Points transaction reports
  • Points float reports
  • Best customers based on visits
  • Best customers based on points saved
  • Best customers based on points redeemed
  • Transaction reports
  • Points overview per customer
  • Overview reports

To do so, simply log into PASS as normal and navigate to ‘Reports’.

Choose the report you’d like to view.

Input the fields with necessary information.

Click generate.

The file will download to your PC.

Written by Lucy Wenham

Lucy is a customer loyalty expert, with experience in loyalty schemes for small independent stores, right through to our town and city-wide loyalty schemes.

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