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How do I change the reporting period?

Loyalty Insights(39)

Where can I see my loyalty overview?
How do I choose which stores to review?
How do I change the reporting period?
Where can I see customers who returned within 30 days?
Where can I see sales from returning customers?
Where can I review the redemption rate?
Where can I find customer issues that need follow-up?
Where can I see customer retention?
Where can I find customers who visited once?
Where can I see my regular customers?
Where can I find regulars who have not visited lately?
Where can I check whether new customers come back?
Where can I compare returning customer spending?
Where can I see the journey to becoming a regular?
Where can I see what returning customers contribute?
Where can I see the most redeemed items?
Where can I see the top redeeming customers?
Where can I see loyalty performance?
Where can I check customer tagging?
Where can I see customers redeeming rewards?
Where can I see visits needed before redemption?
Where can I check customer phone number capture?
Where can I review loyalty investment and assumptions?
Where can I find customers with a reward waiting?
Where can I see the top redeemed rewards?
Where can I review offer outcomes?
Where can I see customers using offers?
Where can I see offer usage?
Where can I see inactive customers won back by offers?
Where can I review sales and discounts from offers?
Where can I compare individual offer performance?
Where can I see feedback insights?
Where can I explore customer ratings?
Where can I see feedback received?
Where can I explore feedback sentiment?
Where can I review feedback needing follow-up?
Where can I see what customers appreciate?
Where can I see customer concerns?
Where can I compare stores?

Sales Dashboard(6)

Where can I see today’s sales highlights?
Where can I switch between sales and orders?
Where can I see what drove sales?
Where can I see the busiest days and hours?
Where can I see the best-selling products?
Where can I see spending by bill size?

Where can I see customer growth over time?
Where can I compare new and repeat customers?
Where can I see customer visit patterns?
Where can I compare new and repeat customer spending?
Where can I check customer visit frequency?
Where can I search for a customer?
How do I filter the customer list?
How do I choose the customer columns I see?
How do I sort customers by visits, spend or points?
How do I move through the customer list?
Where can I find the customer list download?
Where can I see a customer’s profile?
Where can I see a customer’s current points?
Where can I see a customer’s value and personal information?
Where can I see a customer’s purchases?
Where can I see the items in a purchase?
Where can I see cancelled purchases?
Where can I see a customer’s redemptions?
Where can I see a customer’s points history?
Where can I see earned points?
Where can I see manual points adjustments?
Where can I see reversed or expired points?
Where can I see coupons and offers sent to a customer?
Where can I see used or cancelled coupons?
Where can I see a customer’s referral history?
Where can I see a customer’s feedback history?
Where can I see a customer’s lifecycle summary?
Where can I see a customer’s favourite products and categories?
Where can I see a customer’s visit and order behaviour?
Where can I see a customer’s loyalty behaviour and segments?
Where can I see customer relationships and data availability?

Where can I see saved audiences?
Where can I create an audience?
Where can I edit audience rules?
Where can I see audience performance?
Where can I see audience loyalty behaviour?
Where can I see audience visit, offer and feedback trends?
Where can I review the rules for an audience?
Where can I search or download customers in an audience?

Loyalty Setup(8)

Where can I see reward redemption trends?
Where can I see recent points activity?
Where can I view the current loyalty rules?
Where can I configure how customers earn points?
Where can I configure points redemption?
Where can I configure points expiry?
Where can I configure loyalty milestones?
Where can I review loyalty changes before saving?

Where can I browse premade offers?
Where can I see my store’s offers?
Where can I create an offer?
Where can I see an offer’s details and performance?
Where can I see an offer’s redemption history?
Where can I edit an offer?
Where can I set an offer’s validity and redemption limits?
Where can I choose an offer’s audience?
Where can I preview an offer before saving?
Where can I manage birthday offers?
Where can I create a birthday offer?
Where can I manage anniversary offers?
Where can I create an anniversary offer?

Communication(15)

Where can I see scheduled communications?
Where can I find the actions for a scheduled communication?
Where can I create a communication?
Where can I choose communication channels?
Where can I preview an app notification?
Where can I schedule a one-time communication?
Where can I schedule a weekly communication?
Where can I schedule a monthly communication?
Where can I manage birthday notifications?
Where can I see upcoming customer birthdays?
Where can I see birthday notification history?
Where can I create a birthday notification?
Where can I manage anniversary notifications?
Where can I see upcoming customer anniversaries?
Where can I see anniversary notification history?

Where can I see communication channels and credits?
Where can I see SMS delivery performance?
Where can I see email delivery performance?
Where can I see WhatsApp Utility delivery performance?
Where can I see WhatsApp Marketing delivery performance?
Where can I see app notification delivery performance?
Where can I view sender profiles?
Where can I search delivery logs?
Where can I see details of an individual message?
Where can I see SMS credit transactions?
Where can I see email credit transactions?
Where can I see WhatsApp Utility credit transactions?
Where can I see WhatsApp Marketing credit transactions?
Where can I manage message templates?
Where can I create an SMS template?
Where can I create an email template?
Where can I create a WhatsApp Utility template?
Where can I create a WhatsApp Marketing template?
Where can I create an app notification template?
Where can I edit an SMS template?

Where can I see all feedback forms?
Where can I open a feedback form’s dashboard?
Where can I see overall feedback analytics?
Where can I compare feedback forms?
Where can I see the key areas customers mention?
Where can I compare feedback across stores?
Where can I see feedback by category?
Where can I search and filter recent feedback?
Where can I see the details of customer feedback?
Where can I start a follow-up offer for feedback?
Where can I view a feedback form’s settings?
Where can I edit a feedback form’s appearance and questions?
Where can I edit feedback categories and reasons?
Where can I configure points for feedback?
Where can I set feedback timing and expiry?
Where can I choose the feedback delivery channel?
Where can I configure negative feedback alerts?
Where can I configure online review requests?
Where can I preview a feedback form before publishing?
Where can I create a feedback form?

Where can I browse QR templates?
Where can I find my QR codes?
Where can I create a QR code?
Where can I customize a QR code’s design?
Where can I set QR code availability and expiry?
Where can I preview a QR code before publishing?
Where can I view and download a QR code?
Where can I find QR edit, download and print actions?
Where can I see QR scan performance?
Where can I see QR scan details?
Where can I find a QR draft’s delete action?

Where can I see referral results?
Where can I see referral performance over time?
Where can I see the top referring customers?
Where can I view referral program settings?
Where can I see referral settings history?
Where can I configure referral rewards and triggers?
Where can I configure referral limits and review the program?

Where can I find and filter my stores?
Where can I see a store’s details?
Where can I edit store details and view POS integration settings?
Where can I see a store’s KPI dashboard?
Where can I manage a store’s user access?
Where can I view the global loyalty menu?
Where can I edit the global redemption menu?
Where can I manage store tag types?
Where can I add a root tag type?
Where can I open a store’s redemption menu?
Where can I edit a store’s redemption menu?

Where can I see and filter users?
Where can I view a user’s details and store access?
Where can I edit a user’s details and role?
Where can I create a user invitation?
Where can I find user status and session actions?

Where can I view or update my profile?
Where can I change my password?
Where can I find email two-factor authentication?

How do I change the reporting period?

Navigate to Loyalty Insights, click Date range, choose dates or a preset, and click Update.

Loyalty Insights screen showing how to answer: How do I change the reporting period?

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