Customer Points Report

Updated 11 months ago by Kory Lamme

Location: Reports > Customers > Points

Locations that utilize Customer Points as an inducement will find this report invaluable in tracking all point movements throughout the course of a selected date range. The bottom portion of the report also tracks manual adjustments which can be performed from within SuperSalon or iOffice.

Find out how Customer Points might fit your business model.

Use Cases by Role

  • Salon Owner: Salon owners will find value in this report when they utilize Customer Points as an incentive/inducement.
  • Salon Manager: Managers can investigate potential questions customers may have about points being either redeemed or credited to their balance.
  • Salon Employee: A stylist would like to know how many customer points were assigned in total for a given day.

Data Filters

  • Select Stores: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
  • Select Date Range: Clicking or tapping here will open the calendar interface to allow users to choose a single day, or a date range for the report data.
  • Show Points: This drop down gives the user the option to show the following:
    • All Points
    • Credited Points
    • Redeemed Points
  • Generate Report: Clicking or tapping on this button will retrieve the report data.

Metrics Tracked

Services/Products Redeemed
  • Date: The timestamp date and time of the Customer Point being either credited or redeemed.
  • Daily ID: The ticket number of the sale involved with the point movement.
  • Item: This column will show whether the point movement was for a service or a product.
  • Description: Here in this column will be the name of the individual product or service.
  • Credited: The amount of customer points credited for the given sale.
  • Redeemed: The total number of points that were redeemed for this given sale.
  • Customer: The client's name whose points were either redeemed or credited as part of a sale.
Manual Point Adjustments
  • Date: The timestamp in both date and time for when the Customer Point was adjusted.
  • Credited: The total number of Customer Points credited in the manual adjustment.
  • Subtracted: The total number of Customer Points taken away from the client in the manual adjustment.
  • Customer: The client's name whose points were adjusted.

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