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Goodwill Issuance Report

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

The Goodwill Issuance report identifies discretionary points awarded to members through the Console or application used by the call centre or other program administrators. Results are broken out by agent ID and reason to help oversee individual agent performance and gain insight into the key reasons points weren't issued through regular processes.

The report lets you select the period to view and filter by account status (such as active, suspended, or all), a specific agent, and additional categories such as account ID, channel, reason, and transaction ID.

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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 Goodwill Issuance report:

  1. Navigate to Insights > Reports Overview > Standard Reports.
  2. Click Operational > Goodwill Issuance. The Goodwill Issuance report is displayed.

To use the controls on the bottom toolbar:

Refer to the Common Controls for Reports topic.

To control the results in the Goodwill Issuance report:

  1. Access the Goodwill Issuance report as described above, then go to the filter section at the top.
  2. Select the Date range. Only transactions within this range are included in the table.
  3. Choose the Date Group — the time periods to display. Options include Date (days with available data), Fiscal Week, Fiscal Month, Fiscal Quarter, or Fiscal Year.
  4. Select the Channel — either All or deselect specific channels and click Apply to filter to selected transaction channels for discretionary point awards.
  5. For Partner, select All to view all available partners (such as those with linked payment cards), or deselect specific items and click Apply to include only selected partners or No Partner.
  6. Choose the Store # — the default is All. Deselect any to exclude and click Apply.
  7. Choose the Agent — either All or deselect specific agents and click Apply to filter to a particular agent's discretionary point awards from the Console.
  8. Choose one or more options from Category 1 to Category 5. These selections let you modify the dimensions in the data table for analysis, enabling you to drill up and down in the data. Available categories include Account ID, Account Status, Channel, Store #, Reason (why discretionary points were provided), and Agent (the agent who disbursed the points).
  1. To sort or filter a column, use the controls that appear when you hover over the area to the right of a column title.
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