Our program analytics and reporting tool makes capturing and understanding key data simple and easy. The all-in-one dashboard displays performance data in simple visualisations. In this guide, discover how to track and measure the results of your program and its impact on your business.
Contents
Accessing the reporting section
Log into the back-office, and go to the Reporting menu. All reporting for your program can be found in this section.
How does it work?
You can modify the date range and currency type that you want to report on using the dropdown at the top of the page.
The available predefined time period options are: last 7 days, last 30 days, last 60 days, last 90 days, this year, or your own custom date range.
Interactive data visualisation
The widgets will reveal more details on hover and can all be interacted with. Depending on the widget, you can select different criteria to see different views of your data.
For instance, if you click on one of the levels for Level segmentation, you will see all of the data updated for that specific level. You can then use the dashboard to compare metrics of different levels/tiers.
Key performance indicators
The dashboard is divided into the following sections:
Program performance
This section’s metrics include:
Metric | Description |
New members | Shows how many new members enrolled in the program in the selected period. |
Level segmentation | Shows the distribution of members by level, i.e. the number and percentage of members in each tier. |
Redeeming members | Shows the number and percentage of members with no rewards, only one reward, or a specific number of rewards redeemed in the selected period. |
Points earned | Shows the total number of points your members have accrued in the selected period. |
Points burned | Shows the total number of points your members have spent in the selected period. |
Points balance | Shows the total points balance as of today, i.e. points issued to members that have not yet been redeemed or expired. |
Points earned and burned over time | Shows the total number of points that were earned and burned in the selected period. |
Earning transactions | Shows the number of times members have earned points in the selected period. |
Burning transactions | Shows the number of burning rules triggered in the selected period. |
E-commerce revenue | Shows the revenue generated by the program. Calculation: sum of the amount values of all "e-commerce purchase" incoming events (VAT included). |
Most active earning rules by transactions | Shows all the earning rules triggered in the selected period. This report includes a line for every rule. |
Most active earning rules by points |
Shows all the earning rules triggered in the selected period. This report includes a line for every rule. Tip: With this report, you can review how your members are earning points and understand your most expensive rules. |
Promo codes redeemed by reward |
Shows all of the redemptions your members made, i.e. all the promo codes they received. This report includes a line for every reward. On hover, you can review the percentage of codes already redeemed by members. Tip: With this report, you can understand the top-performing rewards. |
Top rewards by points |
Shows all of the rewards your members redeemed in the selected period. This report includes a line for every reward. Tip: With this report, you can review the top-performing rewards and understand what your members spend the most on. |
Member activity insights
This section's metrics include:
Metric | Description |
Enrolments |
Shows the number of new members in the program with the enrolment date in the selected period. Tip: Use this report to review the new enrolments over time and visualise the enrolment trend for each program. |
Retention over time |
Shows the number of members who logged in to visit a portal over a given period of time (the choices are: day, week or month). |
Active members | Shows the number of program members with at least one portal visit within the selected period. |
Visits over time | Shows the number of visits to your member portal over time. |
Things to note
When a member is deleted, all the data related to that member is also deleted. This will retroactively affect any reports which use member-level data.