Activity shown in the product preview: Workflow triggered, Task complete, 12 reactions, Credits redeemed.
Drive program performance with real-time analytics across transactions, campaigns, member behavior, rewards, liability, and ROI.
Live update
Redemption +18%
AI insight
3 cohorts need attention
Capabilities
Schedule daily, weekly, monthly, or custom-window reporting for finance, marketing, and program teams.
Surface at-risk cohorts, unusual activity, and recommended actions before member value drifts.
Ask questions in plain English and turn member, transaction, campaign, and ROI data into usable answers.
Connect spend, rewards, channels, rules, and member response so teams can prove what moved the program.
Schedule daily, weekly, monthly, or custom-window reporting for finance, marketing, and program teams.
Surface at-risk cohorts, unusual activity, and recommended actions before member value drifts.
Ask questions in plain English and turn member, transaction, campaign, and ROI data into usable answers.
Connect spend, rewards, channels, rules, and member response so teams can prove what moved the program.
Configure reports once and ensure the data is always available for slice-and-dice with customizable visualizations. Track issuance, redemption pace, breakage, and liability as events flow through the program.
Govern who can create, view, generate, and download reports, with org-level permissions for secured sharing.
Loyalty Co-pilot reads the reports in your account and answers with segmented, time-bound explanations.
Every accrual, redemption, and adjustment with relation reference, status, type, and points - filterable and exportable.
Member-level activity, balances, tier movement, and engagement across the whole program.
Outstanding points liability, accrual-vs-redemption, and exposure trends across any period.
Upcoming and lapsed point expiry by cohort, with breakage and reminder visibility.
Build and schedule your own reports with chosen dimensions, filters, and delivery.
Report library
Give every team a starting point for the questions they ask most, then let analysts build the reports that do not ship out of the box.
Transaction reports
Track all loyalty-related financial transactions, ensuring accurate points accounting and optimizing member engagement.
Member reports
Get a deeper understanding of member demographics, activity trends, and engagement to tailor your marketing efforts effectively
Communication reports
Track the success of your loyalty program's email and SMS campaigns to ensure timely and relevant communication with your members.
Expiry reports
Stay ahead of your loyalty program's financial obligations by predicting which points will expire and when
Liability reports
Monitor the total points issued but not yet redeemed, providing a clear view of your program's financial standing.
Logs
Monitor all system activities, ensuring the integrity and smooth operation of your loyalty program.
Custom reports
Author SQL-backed custom reports, schedule them, share with selected roles, and download anytime. Save a query once, reuse it forever.
Transaction reports
Track all loyalty-related financial transactions, ensuring accurate points accounting and optimizing member engagement.
Member reports
Get a deeper understanding of member demographics, activity trends, and engagement to tailor your marketing efforts effectively
Communication reports
Track the success of your loyalty program's email and SMS campaigns to ensure timely and relevant communication with your members.
Expiry reports
Stay ahead of your loyalty program's financial obligations by predicting which points will expire and when
Liability reports
Monitor the total points issued but not yet redeemed, providing a clear view of your program's financial standing.
Logs
Monitor all system activities, ensuring the integrity and smooth operation of your loyalty program.
Custom reports
Author SQL-backed custom reports, schedule them, share with selected roles, and download anytime. Save a query once, reuse it forever.
Governance
See the metrics that matter before weekly review meetings become post-mortems.
Send recurring reports to stakeholders without manual spreadsheet work.
Restrict sensitive dashboards, custom queries, and exports to the people who need them.
Track ROI, redemption, liability, and member engagement in a format leaders can scan.
See the metrics that matter before weekly review meetings become post-mortems.
Send recurring reports to stakeholders without manual spreadsheet work.
Restrict sensitive dashboards, custom queries, and exports to the people who need them.
Track ROI, redemption, liability, and member engagement in a format leaders can scan.