Ranges Report

note

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

The Ranges report gives marketers visibility into the distribution of outstanding balances by threshold range, making it easy to understand what percentage of members are accumulating high balances. The dashboard can be used for redemption promotion planning to increase overall program engagement.

The report lets you view and compare Rewards Balances across different reporting periods, ranging from daily to yearly. The Date Group and Date Element options provide this flexibility.

The report provides a trend comparison of overall rewards balances and selected ranges of rewards balances for chosen periods. For each period, the rewards ranges (shown in dollars) are highlighted in different colors for easy comparison. The end of each bar in the bar chart shows the cumulative rewards for that period.

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

To access the Ranges report:

1. Navigate to Insights > Reports Overview > Standard Reports.
2. Click Liability Management > Liability - Ranges. The Ranges report is displayed.

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.

To control the results in the Ranges report:

1. Access the Ranges report as described above.
2. Select the Date Range (beginning and end date). The periods shown in the report fall within this range.
3. Choose the Date Group — the period type for each bar in the bar chart. Options include Date (day by day), Fiscal Week, Fiscal Period, Fiscal Quarter, Fiscal Year, and Program to Date. The maximum number of periods shown in the bar chart is 100.
4. The Date Element selector defaults to All. Deselect All, choose specific periods, and click Apply to tailor the chart to those periods.
5. Set the Number of Periods to Show (default is 10, maximum is 100). This controls how many periods (bars) appear in the bar chart. Fewer periods may be shown depending on available data.
6. Hover over any segment of a bar to view detailed information about that segment.