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Point Bank Report

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The Insights menu and Standard Reports or Reports Overview sub-menu are only visible if you have the correct permissions to access reports.

The Point Bank dashboard is a central dashboard for clients to analyze their loyalty points and rewards in detail. It reports on the different point types available to the business and provides a breakdown into sub-types as applicable. It allows clients to monitor the cost of their loyalty program and each element of the sub-programs and initiatives they run. It also reports on earned and redeemed points and rewards across attributes such as channel, terminal, product categories, and redemption type, as well as products redeemed from the catalogue where applicable. Points and rewards terminology depends on the business.

The Point Bank dashboard consists of three pages:

  1. Summary: Provides details about different categories of points such as base, bonus, discretionary, redeemed, expired, and transferred points.
  2. Purchase Details: Provides information about base and bonus points earned across multiple attributes including site type, terminal type, channel, and products.
  3. Redemption Details: Provides details about redeemed points and rewards, including redemption types and redemptions for specific products.

For more information about these reports, see the sections below. Note: For more information about specific metrics within this report, see the Loyalty Product Reporting Training Handbook available from your Exchange Solutions representative.

Access and Manage the Report​

To access the Point Bank report:

  1. Navigate to Insights > Standard Reports.
  2. Click Liability Management > Point Bank.
  3. Select the report type you need (Summary, Purchase Details, or Redemption Details). You can also switch between reports using the buttons at the top of the page.

To use the controls on the bottom toolbar:

Refer to the Common Controls for Reports topic.

To view definitions of terms and usage notes:

Hover over the upper left corner of the report. The definitions and notes appear in a popup window.

Summary (Point Bank) Report​

The Summary (Point Bank) report shows details of different point categories — such as base, bonus, discretionary (for example, call centre or goodwill rewards), redeemed, expired, and transferred rewards — and breaks them down into types and sub-types during a selected period, as configured based on business requirements.

The metrics and data visualizations on this page are:

  1. Filter section at the top of the page (click Apply after making selections):

    • Date Range: Select the time period applied to the metrics and data shown.
    • Data Grouping: Select the date grouping unit: Day, Calendar Month, Quarter, Year, or fiscal groupings including Fiscal Week, Fiscal Period, and Fiscal Quarter.
    • Date Elements: Using checkboxes, select specific days, weeks, months, or years based on the selection in Date Grouping.
    • Select Metric: Display either Points or Reward $.
    • Business Unit: Select the data from one or more business units to display.
    • Site Group: Select from available site groups such as Dealer (dealer-owned gas stations or convenience stores as opposed to company-owned).

  2. Summary metrics (subject to the filter settings):

    • Base Points: Non-bonus points earned by members as part of the loyalty program.
    • Bonus Points: Points awarded from promotional offers, activities, partner promotions, partner-linked purchases, and so on.
    • Discretionary Points: Points awarded by the call centre to adjust reward earnings or for goodwill purposes.
    • Redeemed Points: Points redeemed by the member.
    • Expired Points: Points that have expired and can no longer be used.
    • Transferred Points: Points transferred out, for example to another member.

  3. Points Category: A bar chart displaying total points across categories: Base, Bonus, Discretionary, and Redeem. Clicking a bar generates a detailed display on the right side of the page.

  4. Points Types and Sub-Type Details: Shows the breakdown of all points, or of the selected category if a bar has been clicked. Clicking a section in the pie chart generates another pie chart below showing details for that section.

  5. Data Cube: Lets you slice data and drill down into specific metrics using four dimensions: Point Type, Point Sub-Type, Category, and Site Group. You can view data for Base and Bonus points, Discretionary and Expiry points, Redeem points, and Transfer points in and out. Clicking a Point/Reward $ metric in the table generates a trend chart below for more detail.

To control the visualizations in the Summary (Point Bank) report:

  1. Access the Summary (Point Bank) report as described above, then go to the filter section at the top.
  2. Select the Date Range by setting the beginning and end dates.
  3. Set the remaining filters: Date Grouping, Date Elements, Select Metric, Business Unit, and Site Group. Descriptions for these settings are provided above.
  4. Review the metrics for the selected period in the Summary section.
  5. View results for Base, Bonus, Discretionary, and Redeem points. Click any bar to show detailed information in a pie chart in the Point Type and Sub-Type Details section on the right.
  6. To drill down further, click any section of the pie chart. A new pie chart is generated below showing detailed information for that segment.
  7. To view and manage metrics numerically, scroll down to the data cube. The Date Range, Date Grouping, and Date Elements filters at the top control the date groupings shown in the first column. Adjust the filters to slice the data in different ways. Click any metric in the table to view more details in a chart below.

Purchase Details Report​

The Purchase Details report provides information about base and bonus points earned during purchases across multiple attributes including site type, terminal type, channel (for example, store or online), and the products on which points were earned.

The metrics and data visualizations on this page are:

  1. Filter section at the top of the page (click Apply after making selections):

    • Date Range: Select the time period applied to the metrics and data shown.
    • Data Grouping: Select the date grouping unit: Day, Calendar Month, Quarter, Year, or fiscal groupings including Fiscal Week, Fiscal Period, and Fiscal Quarter.
    • Date Elements: Using checkboxes, select specific days, weeks, months, or years based on the selection in Date Grouping.
    • Select Metric: Display either Points or Reward $.
    • Business Unit: Select the data from one or more business units to display.
    • Site Type: Select from available site groups such as Dealer (dealer-owned gas stations or convenience stores as opposed to company-owned).
    • Store/Online: Select whether to see purchases from Store only, Online only, or both (All).
    • Terminal Type: Select whether to see purchases from POS systems, Online, or Self Checkout, or all three (All).
    • Type: Choose one or more product categories to include.

  2. Purchase Summary metrics (subject to the filter settings). Use the Select Point Type control (Base, Bonus, or Total) at the top of this section to filter the charts and data below. Three charts are shown based on the selected metric and point type.

  3. Data Cube: Lets you slice data and drill down into specific metrics using four dimensions: Site Type, Store/Online, Terminal Type, and Type. You can view data for Base, Bonus, and Total points or reward dollars. Clicking a Point/Reward $ metric in the table generates a trend chart below for more detail.

To control the visualizations in the Purchase Details report:

  1. Access the Purchase Details report as described above, then go to the filter section at the top.
  2. Select the Date Range by setting the beginning and end dates.
  3. Set the remaining filters: Date Grouping, Date Elements, Business Unit, Points/Reward $, Site Type, Store/Online, Terminal Type, and Type. Descriptions for these settings are provided above.
  4. Review the metrics for the selected period in the Summary section.
  5. View results by clicking bars or pie sections to cross-filter the charts and show detailed information for the selected segment.
  6. To drill down further, click any pie section to generate a new chart showing more detail for that segment.
  7. To view and manage metrics numerically, scroll down to the data cube. Adjust the filters to slice the data in different ways. Click any metric in the table to view more details in a chart below.

Redemption Details Report​

The Redemption Details report provides information on redeemed points and rewards across multiple attributes including site type, terminal type, and channel (for example, store or online). It also provides results on different redemption types and the specific products available for redemption that are applicable to the business.

The metrics and data visualizations on this page are:

  1. Filter section at the top of the page (click Apply after making selections):

    • Date Range: Select the time period applied to the metrics and data shown.
    • Data Grouping: Select the date grouping unit: Day, Calendar Month, Quarter, Year, or fiscal groupings including Fiscal Week, Fiscal Period, and Fiscal Quarter.
    • Date Elements: Using checkboxes, select specific days, weeks, months, or years based on the selection in Date Grouping.
    • Select Metric: Display either Points or Reward $.
    • Business Unit: Select the data from one or more business units to display.
    • Site Type: Select from available site groups such as Dealer (dealer-owned gas stations or convenience stores as opposed to company-owned).
    • Store/Online: Select whether to see purchases from Store only, Online only, or both (All).
    • Terminal Type: Select whether to see purchases from POS systems, Online, or Self Checkout, or all three (All).
    • Type: Choose one or more redemption offer types to include.

  2. Redemption Summary metrics (subject to the filter settings). Three charts are shown based on the selected metric and filters.

  3. Data Cube: Lets you slice data and drill down into specific metrics using four dimensions: Site Type, Store/Online, Terminal Type, and Type. You can view data for Base, Bonus, and Total points or reward dollars. Clicking a Point/Reward $ metric in the table generates a trend chart below for more detail.

To control the visualizations in the Redemption Details report:

  1. Access the Redemption Details report as described above, then go to the filter section at the top.
  2. Select the Date Range by setting the beginning and end dates.
  3. Set the remaining filters: Date Grouping, Date Elements, Business Unit, Points/Reward $, Site Type, Terminal Type, Store/Online, and Type. Descriptions for these settings are provided above.
  4. Review the metrics for the selected period and filters in the Redemption Summary section.
  5. View results for Points/Reward $ by Store/Online, Terminal Type, and offer Type. Click any data point in a chart to cross-filter and show related data in the other two charts.
  6. To drill down further, click any pie section to generate a new chart showing more detail for that segment.
  7. To view and manage metrics numerically, scroll down to the data cube. Adjust the filter options (Site Type, Store/Online, Terminal Type, and offer Type) to slice the data in different ways. Click any metric in the table to view more details in a chart below.
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