Zinrelo Reports
Introduction
Zinrelo provides two types of reports: standard reports and custom reports. These reports serve as powerful tools to gain valuable insights and analytics pertaining to different aspects of your loyalty program.
Standard Reports
Standard Reports are pre-built reports available in "Reports." It would describe the specific reports, their functionalities, and the types of insights they offer, such as member enrollment reports, redemption distribution reports, activities distribution reports, and points balance reports.
- Member Enrollment Reports: These reports provide valuable insights into new member enrollments within your loyalty program. These reports allow you to analyze the data based on specific timeframes, such as daily, monthly, or yearly. By accessing Member Enrollment Reports, you can gain a comprehensive understanding of the number of new members who have joined your program during a given period.
- Redemption Distribution Reports: These reports provide valuable information about the distribution of redemptions based on specific redemption IDs within your loyalty program. These reports offer a count of the number of redemptions made for each redemption ID.
- Activities Distribution Reports: These reports offer valuable insights into the distribution of activities performed within your loyalty program based on specific activity IDs. These reports provide information on the number of times each activity has been completed by members.
- Points Balance Reports: These reports serve as essential tools for bookkeeping purposes. These reports provide valuable insights into various aspects of point balances, including the opening point balance, total awarded points, total deductions, total expired points, and total redeemed points, all accompanied by their respective transaction dates.
Note: These reports can be edited as needed by clicking on the "Edit Report" button.
Custom Reports
Custom reports give you flexibility to access all your data, including any custom fields that you have created in your loyalty account. It gives you a basic summary that can be viewed in a group of certain columns, charts, etc. This document will help you know how to create loyalty program reports using the Zinrelo platform.
Advantages Of Zinrelo’s Custom Reports
How to access custom reports?
To access custom reports, after the admin URL, replace the text with "reports/custom_reports".
For instance:
https://app.zinrelo.com/store/abc/reports/custom_reports
How do I create a custom reports?
Step 1: Click on "Reports" >> "Create Report."
Step 2: Select from the given category- Members, Transactions & Points Balance
Step 3: Add “Report Name” and “Report Description.”
Assign a name and description to the report. The name will be visible in the report section, where all reports are listed.
Note: “Report Name” and “Field Output Columns” are mandatory.
Step 4: Choose the appropriate filters and groupings.
After the report details are entered, the next step is to apply filters to the report if any.
Multiple filters can be included with the ‘Match Any’ or ‘Match All’ logic.
The report can be filtered based on any field from the collection. The type of filter will change based on the data type.
- String Filters
- In
- Not In
- Blank
- Not Blank
- Date Filters
- Absolute
- After
- On
- Before
- Between
- Relative
- More than_days ago
- Less than_days ago
- Exactly_days ago
- More than_days after
- Less than_days after
- Exactly_days after
- Today
- This month
- This quarter
- This year
- Yesterday
- Last month
- Last quarter
- Last year
- Tomorrow
- Next month
- Next quarter
- Next year
- Absolute
- Numeric Filters
- Equals
- Between
- Greater than
- Lesser than
Step 5: Summary Data
After the report category and filters are decided, you can decide how the data needs to be presented.
There will be 2 options here -
- No Summary: The use case here is to export the raw data. The report table will list each record in the underlying collection. You can select which columns you want to have in the view.
- Summary Table: The permitted summarizations are 'SUM', 'AVERAGE', 'MIN', 'MAX' for Integer data types and 'COUNT', 'DISTINCT COUNT' for string data types. Also, you have an option to rename the summary columns.
- You can select any columns from the chosen collection. The chosen columns will be added to the table. The rows of the table will list the unique value combinations for chosen columns. Summary columns added after the data columns will show the summary measures for the unique combinations of the earlier data columns.
- Instead of adding data columns, you can directly choose the summary measure. The table will contain a single row showing the summary values of the respective summary columns.
Step 5: Preview the data.
You can preview the report before saving it.
Step 7: Save the report in "No Summary" reports.
The last step is to save the report and make it available as a link in the reports section.
or
Step 7: Add Charts in "Summarized" reports.
Admins can opt to view the report data in a chart of their choice. The chart will be based on the same preview data as the report.
The following charts are available:
- Vertical bar chart
- Horizontal bar chart
- Line chart
Note: This is optional.
Charts are available only in summarized reports.
Use Cases
Category- Members
Use Case 1: A company wants to populate the data to know the name and email address of all the gold tier users.
Application:
Step 1: Select the filter “tier” and operator “in” for the Gold tier.
Step 2: Select “No Summary.”
Step 3: Select the field you want in the table- email, first name, and last name.
Step 4: Select a field you want the table to be sorted by-Ascending or Descending.
Step 5: Preview the Data.
Step 6: Save the Report.
Use Case 2: The company wants to populate the data to find out the total number of available points, the average number of expired points, and the minimum and maximum revenue of all front-end enrolled members.
Application:
Step 1: Select the "enrollment source" - "manual" filter.
Step 2: Choose summarization - “Summary Table.”
Step 3: Select fields to group data - “First Name.”
Step 4: Apply summarization to selected fields.
Step 5: Select a field you want the table to be sorted by-Ascending or Descending.
Step 6: Preview the Data.
Step 7: Add Charts.
Step 8: Save the report.
Use Case 3: A company wants to populate the data to know the sum of redeemed points made by all users who were enrolled after the year 2022 and have made a purchase more than once.
Application:
Step 1: Apply the filter to “Enrollment Date” and “Number of Purchases.”
Step 2: Choose summarization – “Summary Table.”
Step 3: Select fields to group data – “First Name.”
Step 4: Apply summarization to selected fields.
Step 5: Select a field you want the table to be sorted by-Ascending or Descending.
Step 6: Preview the data.
Step 7: Select the chart.
Step 8: Save the Report.
Category- Transaction
Use Case 1: A company wants to populate the data to know the email address and name of all the users who have performed the “made_a_purchase” activity.
Application:
Step 1: Select and add filter- “made_a_purchase.”
Step 2: Choose Summarization- “No Summary.”
Step 3: Select the fields you want to add to the table- “email address” and “first name.”
Step 4: Select a field you want the table to be sorted by-Ascending or Descending.
Step 5: Preview the Data.
Step 6: Save the report.
Use Case 2: A company wants to populate the data to know the name of the users who have returned the product with the “order7830428” ID.
Application-
Step 1: Select and add a filter.
Step 2: Choose Summarization- “No Summary.”
Step 3: Select the fields you want to add to the table- “first name” and “last name.”
Step 4: Select a field you want the table to be sorted by-Ascending or Descending.
Step 5: Preview the data.
Step 6: Save the report.
Use Case 3: A company wants to populate the data to know the available points for all users for all awarded transactions.
Application:
Step 1: Select and add the filter- “Transaction type.”
Step 2: Choose Summarization- “Summary Table.”
Step 3: Select fields to group data- “First Name.”
Step 4: Apply summarization to selected fields-
Step 5: Select a field you want the table to be sorted by-Ascending or Descending.
Step 6: Preview the data.
Step 7: Select the chart.
Step 8: Save the report.
Please Note:
Within the transaction report, you can include transaction and member attributes as part of the filtering criteria.
Category- Points Balance
Use Case: A company’s account manager needs data to update the book of accounts.
Application:
Step 1: Select the fields you want in the table- all the fields that are required for bookkeeping.
Step 2: Preview the data.
Step 3: Save the report.
Please Note:
When specifying a date range, the concluding date will be inclusive.
For instance, in a range such as December 30th, data from that specific date will also be encompassed within the selection.
Updated 3 months ago