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How to read your rewards & retention reporting

Requirements

  • Available on: Growth and above
  • Device access: Web & mobile browser
  • Permission: Owner or Manager (anyone with the reports permission)

The Rewards & Retention report shows whether your loyalty program is working: how many stamps you've given, how many rewards clients have redeemed, and — most importantly — whether members are coming back more than non-members.

How to open the report

  1. In the left menu, open Reports, then choose Rewards & Retention (or go to /reports/rewards). The Rewards & Retention report with period tabs and stat cards

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  2. Pick a time frame with the period tabs (This Week, This Month, This Quarter, This Year) or set a custom start and end date.

What each section tells you

Rewards activity — how your stamp program performed in the period:

  • Clients who earned stamps and Stamps given
  • Vouchers earned and Vouchers used (redeemed)
  • Rewards given back to clients — the estimated value of redeemed rewards, a handy read on your loyalty "marketing spend"

Gift cards — sales and redemptions, plus the outstanding balance clients haven't spent yet. You can export outstanding cards to CSV.

Coming back — your retention picture:

  • Repeat visit rate — clients with 2+ visits in the last 90 days
  • Program members — clients with an active stamp card
  • Average visits — members vs non-members — when members visit more often, your program is doing its job
  • Clients who may need a nudge — a list of lapsed clients (no visit in 45+ days, with 2+ lifetime visits) so you can reach out

The Coming back section with retention metrics and the lapsed-clients list

<!-- CAPTURE: route=/reports/rewards | login=owner | state=retention section visible | highlight=repeat visit rate and lapsed clients table | viewport=1440x900 -->

Note: Gift card sales also count toward Total Revenue on your main dashboard. Outstanding balance is a point-in-time figure, not a total for the period.

Tip: If you see "You don't have access to reports," ask an owner to grant you the reports permission. Reports are available on Growth and above.

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