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Reports
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Loyalty Card

LOYALTY CARD

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Reports on Datawiz BI service

The "Loyalty Card" report summarizes the basic data by the loyalty program client and allows to analyze the dynamics of their purchases.

General client’s information is displayed at the top of the report:

The "Purchase Statistics" table systematizes the metrics of purchases of these clients by category. Each category is deployed to a separate SKU.

The "Purchase Dynamic" visualization shows the value of chosen metrics for this client for the chosen period.

 

There are two fields for customizing the display of visualization above the graph:

Note! Several metrics can be displayed at the same time for visualization.

  • Interval - the field on the right above the visualization which allows to set one of the proposed intervals:
    • Day/Month/Year
    • Month/Year
    • Quarter
    • Year
    • Month
    • Week
    • Day of the week
    • Time

Mark the cell with the flag - Show Data Signatures (on the left above the visualization) to display the values of metrics.

The buttons in the upper right corner are used to change the visualization type.

Note! The Interval field is not available for a bar chart. However, the context menu (in the upper right corner of the visualisation) allows not only to download the visualisation, but also to sort the indicators in ascending/descending order. Clicking on it opens a drop-down window where you can select the indicator and sort direction.

"Columns" button allows you to choose the necessary metrics for generating a report. All metrics are divided into subgroups:

Sales

Profit

Receipt Qty

Sales Qty

Avg Receipt Price

Other

Note! Access to viewing metrics, according to the user's role, is determined by the administrator. Contact your administrator to expand the access.

Metrics highlighted in purple or red are clickable. Clicking on them opens a window with a flow chart of the chosen metric.

The "Receipts" clickable metric opens the "Receipts" report, where you can analyze the receipt positions of the relevant LP clients in detail.

"Templates" button - saves the configured report columns as a template.

On the right above the table context menu is opened where the user can select the following actions:

  • "Lock the total row" - fixes the "Total" row in the top row of the table.
  • "Save XLS" - saves table data to an xls file.

To quickly find the necessary category, enter the first letters of the category in the search field. The search works automatically, leaving all found matches in the table.

Click on the cross in the search field to reset the search results.

The selection of filters makes it possible to carry out the analysis within the specified conditions.

Filters button is placed on the right side above the report. Clicking on it opens a modal window with the following filters:

  • Stores
  • Period 
  • Previous period
  • Categories
  • Assortment type
  • Receipt markers
  • Product markers