To improve the efficiency of your monthly and annual financial settlement, you can export the Member Points Report to view a comprehensive member points record for accounting reconciliation.
In this article, you'll find:
1. Export Member Points Report
Step 1
In the SHOPLINE Admin, go to [Report & Analytics] > [Report Export]. In the "Online Store" tab, select Member Points Report.
Step 2
Select the report date range you want to export, then click Export.
*Notes:
- The initial data are available as far back as 1 Jan 2022.
- The report date range can be selected for up to one year.
- The latest data is recorded up to the day before the report export is executed.
Step 3
You can click here in the pop-up reminder at the top right to check the exporting progress.
Alternatively, you can check the progress in [Report & Analytics] > [Bulk Action Process]. Click Download to get the report when it is available.
*Note: The report is available to download for 7 days from the date of export.
Step 4
The system will send a download link to your email for the Member Points Report. Click Download to get the report.
*Note: The link is available for 7 days from the date of mail delivery.
2. Report details
The Member Points Report is shown below. You can find the data by month; click to view each month's member point types and details.
[Coming Soon] Member Profile Completion Reward Points
Metrics and descriptions
| Manual Assigned Points | Member points assigned through apps, and customer groups; points assigned individually/in bulk |
| [Coming Soon] Member Profile Completion Reward Points |
Member points for members completing the rest of the profile information |
| Order Reward Points | Order Reward Points and [Coming Soon] Reward Campaign member points |
| Revert Points | Reverted points due to order cancellation and split |
| Product Review Points | Reward points for completing product reviews |
| Manual Deducted Points | Points deducted manually in the SHOPLINE Admin |
| Order Redeemed Points | Points used by customers when placing an order at the storefront |
| Points Redeemed Gift | Points used to redeem gifts |
| Expired Points | Points that have expired. |
| Total Assigned Points | The sum of all assigned member points |
| Total Deducted Points | The sum of all negative member points |
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