Background
Points Reports provide detailed financial data about loyalty point activity across your stores, personas, and individual transactions. These reports help you track point accrual, redemption, expiration, and overall program performance.
ℹ️ Note: Access to Points Reporting requires the Finance permission. Contact your administrator if you do not see this section in your dashboard.
Schedule a Points Report
You can schedule Points Reports to run automatically on a recurring basis. Scheduled reports are delivered to your email or made available for download in the dashboard at the configured interval.
Navigate to Reports > Points Reporting in your AIQ Dashboard.
Select Schedule Report.
Choose the report type (Store, Persona, or Detailed).
Set your desired frequency and delivery method.
Save the schedule.
Download a Points Report
To download a Points Report on demand:
Navigate to Reports > Points Reporting in your AIQ Dashboard.
Select the report type and date range.
Click Download to generate and download the report as a CSV file.
Points Report Contents
See our Points Modifiers guide for more information on how your loyalty members earn points.
Store Report by Month
Aggregates point activity at the store level, broken down by month. Fields include:
Store name and ID
Points accrued
Points redeemed
Points expired
Points adjusted
Net points change
Total active point liability
Persona Report by Month
Aggregates point activity by customer persona (loyalty tier or segment), broken down by month. Fields include:
Persona name
Points accrued
Points redeemed
Points expired
Points adjusted
Net points change
Total active point liability
Detailed Report by Month
Provides transaction-level point activity, broken down by month. Fields include:
Customer ID and name
Store name and ID
Transaction date
Transaction type (accrual, redemption, expiration, adjustment)
Points amount
Running balance
Associated order ID (where applicable)
Points Reports Generated via Audiences
You can also generate Points Reports scoped to a specific audience segment. This is useful for analyzing loyalty liability for a targeted group of customers.
🚨 Important: Audience-based reports are dynamic — the customers included in the report reflect the audience membership at the time the report is run. These reports should not be used for financial liability calculations, as the audience composition may change over time.
FAQs
How often is Points Report data updated?
Points Report data is typically updated overnight. Reports reflect activity through the previous day.
What date range can I select for a Points Report?
You can select any custom date range for on-demand downloads. Scheduled reports run on the configured interval (e.g., monthly).
Who can access Points Reports?
Only users with the Finance permission can access Points Reporting. Contact your administrator to request access.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.