{"id":13525,"date":"2025-02-28T04:58:06","date_gmt":"2025-02-28T04:58:06","guid":{"rendered":"https:\/\/jaldi.store\/?p=12494"},"modified":"2026-08-24T07:26:08","modified_gmt":"2026-08-24T07:26:08","slug":"how-to-view-loyalty-points-summary-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-loyalty-points-summary-report-in-adempiere-retail\/","title":{"rendered":"How to view Loyalty Points Summary Report in Adempiere Retail"},"content":{"rendered":"\n

A Loyalty Points Summary Report<\/strong> shows the total points earned<\/strong>, redeemed<\/strong>, expired<\/strong>, and the balance<\/strong> of loyalty points for each customer or across the business, usually within a selected time frame.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Back Office<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Cashier<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Track Customer Engagement<\/li>\n\n\n\n
    • Monitor Point Balances<\/li>\n\n\n\n
    • Detect Inactivity or Drop-Offs<\/li>\n\n\n\n
    • Resolve Customer Inquiries<\/li>\n\n\n\n
    • Plan Promotions or Campaigns<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Define Report Scope<\/li>\n\n\n\n
      • Verify Access to Data<\/li>\n\n\n\n
      • Confirm Data Sources<\/li>\n\n\n\n
      • Ensure Data Quality<\/li>\n\n\n\n
      • Update Business Rules<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Points Earning Rules<\/li>\n\n\n\n
        • Points Redemption Rules<\/li>\n\n\n\n
        • Points Expiry Rules<\/li>\n\n\n\n
        • Customer Eligibility<\/li>\n\n\n\n
        • Report Time frame<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          STEP 1:<\/strong> To select a Loyalty points Summary Report.<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          STEP 2:<\/strong> To enter a Date Invoiced in this field is mandatory.Then to click the start check box to run the process.<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          STEP 3:<\/strong> Once to complete the process to show the report based on the given data.<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          1.Date Invoiced<\/p>\n\n\n\n

          2.Total sales value<\/p>\n\n\n\n

          3.Total bills<\/p>\n\n\n\n

          4.Total Basic Points<\/p>\n\n\n\n

          5.Total Bonus Points<\/p>\n\n\n\n

          6.Total points<\/p>\n\n\n\n

          7.Loyalty Bills<\/p>\n\n\n\n

          8.Loyalty bill sales value<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          9.Loyalty Customers.<\/p>\n","protected":false},"excerpt":{"rendered":"

          A Loyalty Points Summary Report shows the total points earned, redeemed, expired, and the balance of loyalty points for each […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,90,31],"tags":[],"class_list":["post-13525","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-reports","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13525","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13525"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13525\/revisions"}],"predecessor-version":[{"id":25588,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13525\/revisions\/25588"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}