Loyalty Standard report

Standard Reports

Standard reports are predefined reports created by Capillary. These are indeed identified standard KPIs which are helpful across brands. These standard reports are available to use by everyone.

Loyalty Standard reports available in Insights+ are -

• Sales Report - This report consists of an overview of how the sales have been performing for a brand. The report has charts and KPIs like Total Sales, Net Sales, ABS, Loyalty Sales, etc.
• Loyalty Standard Report - This report gives an overview of the performance of all the loyalty programs, for example - you can check the number of points issued, redeemed and expired.
• Points Report - This report consists of a points liability ledger, and trends of how the points were redeemed v/s issued.
• Daily Report - A daily report consists of all the important KPIs in different times like YTD, MTD, WTD. It also shows how the offline stores performed the whole day.
• Health Review Report - This report serves as a valuable tool for evaluating the overall health and performance of the brand by focusing on the vital metrics, showing overall business performance, effectiveness of the loyalty programs and campaigns, and the customer engagement.
• Product Report - This report offers in-depth product performance information. For example, if you consider a clothing brand, the product categories include Mens clothing, Womens clothing and Kids clothing. They are further evaluated based on the number of sales, transactions, purchase quantity giving insights as to which product categories are performing better.
• Newsletter Report - The newsletter provides an overview of the business process flow by capturing details such as member sales, total count of customers enrolled in loyalty programs, number of active campaigns, and total number of coupons and points issued as well as redeemed.
• Points Credit Report - This report offers a thorough overview of points credited, debited, and redeemed, associated with factors such as the specific stores where transactions occurred. It provides a detailed insight into activities associated with points.
• Points Expiry Reminder Report - This report summarizes all the data related to reminders sent to customers before their points expire. It includes Information pertaining to the number of days before which the expiry reminder SMS was sent, number of communications sent and the number of customers contacted for points expiry, for the selected time period.
• Return Report - Analyzes the return transactions, offering insights into the most frequently returned products, the percentage of sales attributed to returns, geographical zones with the highest returns, date-wise trends, and more.
• Org Newsletter Report - Offers business insights related to campaigns, loyalty programs, points, store performances, behavior of repeat customers, and transaction comparison of members and non-members.
• Payment Mode Report - Provides an analysis of the payment methods utilized during transactions, including credit card or other forms of payment.
• Loyalty Customer Summary Report - This report consists of the comparison of loyalty customers like first-time customers v/s repeat customers.
• Sales Report - This report focuses on the sales based on loyalty aspects. They include the number of loyalty transactions, points redemption by loyalty customers, total sales in comparison with the loyalty sales, and so on.
• Non-Member Report - This report shows the sales, transactions, ATV, ABS for non-members.
• Points Report (New) - This report provides a comprehensive analysis of loyalty points issued, redeemed, expired, and returned. It helps in providing valuable insights into the dynamics of loyalty program engagement.