Loyalty program reports help you monitor membership activity, track rewards, analyze member behavior, and measure the value of your loyalty program. The CRM provides preconfigured loyalty reports that give you insights into member production, tier distribution, revenue attribution, and program performance over time. This article provides detailed information about each loyalty report including what data they display, how filters work, and what business questions they answer.
Understand relative date options
When scheduling reports, select relative date options from dropdowns to ensure reports always cover a relative time period. Listed below are the available time periods.
Past dates: Last Year, This Year, 7/10/14/21/30/60/90 Days Ago, Same Day Last Week/Month/Year, Yesterday.
Present or future dates: Today, Tomorrow, 7/10/14/21/30/60/90 Days From Today, Same Day Next Week/Month/Year
Custom relative dates: Relative To Today – Enter custom values in D (Days), W (Weeks), M (Months), Y (Years) fields.
Example: Begin Date: "30 Days Ago", End Date: "Today" creates a rolling 30-day window. For custom dates, "D=7, W=0, M=0, Y=0" = 7 days from today.
Frequency options
Outlined below are the frequency options to receive the reports.
Once – Report runs one time on Schedule Begin Time.
Daily – Report runs every day at specified time.
Weekly – Report runs on selected days between Monday to Sunday at specified time.
Monthly – Report runs on selected day such as the first or second or last day of the month for each month.
Yearly – Report runs once per year on selected day.
Loyalty report types
List below are an outline of the available reports.
Award or reward overview report
The award or reward overview report provides a comprehensive view of all rewards issued to loyalty members. This report is best used for tracking reward issuance and redemption activity. It helps loyalty program managers understand which rewards are most popular, track redemption rates, identify expired rewards, and monitor reward program performance by property.
This report supports dual date range filtering. You must provide at least one complete date range both the start and end dates:
Issued date range either IssuedDateFrom or IssuedDateTo.
This filters rewards by when they were issued to members.
Redemption date range either RedeemStartDate or RedeemEndDate.
This filters rewards by when they were redeemed.
Both date ranges can be used simultaneously for more specific filtering. The date boundaries are inclusive on both start and end dates. The maximum date range is twelve months for either date range. The default date range is the last 30 days for issued date range.
Other available filters include:
Reward name by text search or partial match.
Reward type including RoomReward, ReservationReward, PartnerReward or GenericReward.
Reward status including active, redeemed, expired, deactivated, pending or reservation cancelled.
Property which will filter the report by specific hotel selection.
The report will show:
RewardName – Name of the reward.
RewardType – Type of reward.
MemberID – Loyalty member ID.
FirstName – Guest first name.
LastName – Guest last name.
Email – Guest email address.
HotelName – Property name.
Language – Guest preferred language.
IssuedDate – Date and time reward was issued.
RedeemedDate – Date and time reward was redeemed, if applicable.
AwardStatus – Current status.
UsageCount – Number of times reward can still be used.
RewardCode – Unique reward identifier.
The report includes:
All issued rewards within the specified date ranges.
Rewards in any status.
The report excludes:
Reward rules that have never been issued.
Deleted reward records.
Limitations of the report include:
Maximum twelve month date range for either issued or redemption dates.
At least one complete date range both start and end must be provided.
Large date ranges with many rewards may impact performance.
Loyalty member production report
The loyalty member production report tracks member activity and production metrics, showing stay history, tier changes, upcoming reservations, and total member value. This report is best used for tracking new loyalty program enrollments and understanding the characteristics of recently joined members. It helps loyalty program managers monitor enrollment trends, identify which tiers new members are joining at, and track tier movement activity.
For date range filtering the begin date and end date filters apply to the SignUpTime or the join date of loyalty members. This means the report shows members who enrolled in the loyalty program within the specified date range. The maximum date range for the report is 365 days and the default date range is the last seven days.
Available filters in the report include:
Member Tier which are specific loyalty tier levels.
Property which is a specific hotel selection.
The report results will show:
MemberID – Loyalty member ID.
FirstName, LastName, Email – Member contact details.
MemberLevelName – Current loyalty tier name.
JoinDate – Date member joined the program.
SignUpSource – Source of signup (Web, PMS, Manual, Booking Engine).
SignUpSubSource – Sub-source of signup.
TierChange – Most recent tier change date from ProfileUpdateEvent table.
NextArrivalDate – Date of next scheduled arrival.
NextHotelStay – Hotel name for next stay.
NextCRSConfirmation – CRS confirmation number for next stay.
LastArrivalDate – Date of most recent arrival.
LastHotelStay – Hotel name of last stay.
LastCRSConfirmation – CRS confirmation number of last stay.
TotalPoints – Total loyalty points balance.
TotalNights – Total room nights stayed.
TotalStays – Total number of stays.
TotalRevenue – Total revenue generated.
The report includes:
Active profiles only.
Hotel-type profiles only.
Loyalty members only.
The report excludes:
Inactive or deleted profiles.
Non-loyalty guests.
Non-hotel profile types.
There are some limitations of this report including:
Maximum 365-day date range.
Additional database queries per member may impact performance for large result sets.
Tier change tracking only shows the most recent tier change, not full history.
Loyalty credits activity report
The loyalty credits activity report displays detailed points and credits activity including earning, redemption, expiration, and manual adjustments. This report is best used for auditing loyalty point activity, investigating member point balances, and tracking point expiration. It helps loyalty program managers understand earning and redemption patterns and identify members with expiring points for targeted campaigns.
For date range filtering, this report supports dual date range filtering. At least one complete date range must be provided:
Issued Date Range – Filters by when points were earned or issued and applies to CreateTime field.
Expired Date Range – Filters by when points expire and applies to ExpirationDate field.
Does Not Expire checkbox – Shows only non-expiring points.
Both date ranges can be used simultaneously. The maximum date range of the report is 400 days for each date range.
The report has the following available filters:
Member Tier which will show the loyalty tier levels.
Loyalty Member ID which is for a specific member.
Property which is a specific hotel selection.
Credit type including CheckOutAdd, AuthorizedUserAdd, CreditRedemption, Expired, Redeem, RedeemCancel, TangoCardReward, ManualCancelledReservationPoints, RevertAddPoints, AuthorizedUserDeduction, Transaction, TransferIn, TransferOut, MemberReferral.
The report will show:
MemberID, FirstName, LastName, Email – Member identification.
TransactionDate – Date and time of points transaction.
ExpireDate – Date when points will expire.
PointsReservationRedemptionValue – Points value for reservation redemption.
HotelName, HotelCode – Property information.
RateCode – Rate code associated with transaction.
ArrivalDate, DepartureDate – Reservation dates, if applicable.
PmsConfirmationNumber, CrsConfirmationNumber – Confirmation numbers.
#Nights – Number of nights for the stay.
TotalStayRevenue – Total revenue for the stay.
ActivityType – Type of points activity.
Points – Number of points in transaction.
Description – Transaction description.
The report includes:
All point transactions matching the filter criteria.
Both positive earn and negative redeem or expire transactions.
The report excludes:
Transactions outside the specified date ranges.
The report limitations are:
Maximum 400-day date range for each filter.
At least one complete date range required.
Performance may be impacted for members with extensive transaction history.
Tango card transaction report
The tango card transaction report tracks all Tango Card gift card transactions issued through the loyalty program. This report is best used for tracking Tango Card redemption activity and reconciling with Tango Card provider records.
For date filtering, the begin date and end date filters apply to the TransactionDate of Tango Card redemptions.
The available filters include:
Status which is the transaction status.
Reward Name which shows specific reward names.
Member Tier include loyalty tier levels.
Reference OrderID which include Tango Card reference.
TransactionID which are transaction identifier.
Loyalty Member ID which show specific member.
Property which is a specific hotel selection.
The report will show:
MemberID, FirstName, LastName, Email – Member identification.
CardName – Name/type of Tango Card.
CardAmount – Dollar amount of the card.
TransactionDate – Date and time of transaction.
Status – Transaction status.
ReferenceNumber – Tango Card reference number.
RewardName – Associated reward name.
The report includes:
All Tango Card redemption transactions.
Both successful and failed transactions.
Additional programs points report
The additional programs points report shows points earned through additional or partner loyalty programs. The report is best to show all external program point transactions. For date filtering, the begin date and end date filters apply to the TransactionDate of external loyalty program transactions.
The available filters include:
Program Name which is the external loyalty program.
Property which is a specific hotel selection.
Status which is the transaction status.
The report will show:
MemberID, FirstName, LastName, Email – Member identification.
ProgramName – Name of external loyalty program.
Points – Number of points earned or transferred.
TransactionDate – Date of transaction.
HotelName – Associated property.
ReservationNumber – Associated reservation number.
Status – Transaction status.
All guests profile report
The all guests profile report provides a comprehensive export of all guest profiles in the system with detailed demographic, contact, and loyalty information. This report is best used for understanding the overall guest base composition and comparing past performance with future bookings on the books. It helps revenue managers and marketing teams understand the mix of loyalty members versus non-members and forecast future activity.
For date filtering, this report uses months rather than specific dates including last months which are the number of months to look back for past reservations and next months which show the number of months to look forward for future reservations. The report analyzes guest profiles based on their reservation activity within these time windows. The maximum combined timeframe is 12 months (Last Months + Next Months cannot exceed 12). The default of the report is the last three months and the next three months.
The available filters include:
Member Status show members, non-members, or both.
Member Tier show specific loyalty tier levels.
Property show specific hotel selection.
Language refers to preferred language.
Country shows country selection.
The report will show:
GuestID, MemberID – Identifiers.
FirstName, LastName, Email, Phone, Mobile – Contact information.
Address1, Address2, City, State, PostalCode, Country – Location data.
Birthday, Gender, Language – Demographic data.
MemberLevelName, JoinDate, TotalPoints – Loyalty program details.
TotalNights, TotalStays, TotalRevenue – Lifetime value metrics.
LastStayDate, SignUpSource – Activity metadata.
DoNotEmail, DoNotSMS – Marketing consent status.
CreateDate, ModifyDate – Profile metadata.
The report includes:
All profiles with reservations in the specified time window.
Both past (consumed) and future (OTB) reservations.
Members and non-members (shown separately).
The report excludes:
Profiles with no reservation activity in the time window.
Cancelled reservations.
The report limitations are:
Maximum 12-month combined timeframe.
Month-based selection cannot specify exact dates.
Large datasets may impact performance.
New guests profile report
The new guests profile report lists newly created guest profiles within a specified date range. This report is best used for tracking new customer acquisition and profile growth over time.
For date filtering, this report uses the begin date and end date and filters apply strictly to the CreateDate which is the profile creation date of guest profiles.
The available filters include:
Member Tier which is specific loyalty tier levels.
Sign-Up Source including Web, PMS, Manual and Booking Engine.
Property show specific hotel selection.
Language refers to preferred language.
Country shows country selection.
The report will show:
GuestID, MemberID – Identifiers.
FirstName, LastName, Email, Phone, Mobile – Contact information.
City, State, Country, Language – Location and language data.
MemberLevelName, JoinDate – Loyalty program details.
SignUpSource, SignUpSubSource – Profile creation source.
CreateDate – Profile creation date.
Performance metrics report
The performance metrics report displays key performance indicators for email campaigns and marketing activities with booking metrics, revenue attribution, and engagement statistics. This report is best used for comprehensive performance analysis comparing loyalty members to non-members across multiple metrics. It helps management understand the overall contribution of the loyalty program to hotel performance. The max date range of the report is 12 months and the default date range is the previous month to current month. For date filtering, this report uses the begin date and end date filters apply to the departure date (DayOut) of reservations. The report shows monthly performance metrics for completed stays.
The available filters include:
Campaign reports specific email campaigns.
Member Status shows members versus non-members.
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
Attribution Window shows the number of days to attribute bookings to campaigns.
The report will show:
EmailName, EmailSubject – Campaign identification.
SentCount, DeliveredCount, OpenCount, ClickCount – Delivery and engagement metrics.
OpenRate, ClickRate – Calculated engagement percentages.
BookedCount, BookedNights, BookedRevenue – Booking performance.
CancelledCount, CancelledNights, CancelledRevenue – Cancellation data.
NetReservations, NetNights, NetRevenue – Net performance.
AttributionDays – Attribution window.
The report has an open and click rate and they are calculated by
Open Rate = OpenCount / DeliveredCount * 100.
Click Rate = ClickCount / DeliveredCount * 100.
The report will include:
All completed reservations within the date range.
Separates members versus non-members.
Monthly columns plus yearly totals.
The report excludes:
Future reservations.
Cancelled reservations.
The limitations of this report include:
Maximum 12-month date range.
Month-based granularity only.
Separate database call required per month for profile counts.
Loyal member metrics report
The loyal member metrics report shows monthly trend data for loyalty program membership, including new members, active members, inactive members, and tier distribution over time.
For date filtering, this report uses the begin date and end date determine the analysis period for categorizing members and displaying monthly metrics. The max date range of the report is 12 months and the default date range is the previous month to current month.
The available filters include:
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
The report will show:
Category – Metric category name (New Members, Active Members, Inactive Members, or specific tier names)
[Month Columns] – Dynamic columns for each month in date range.
Total – Total across all months.
Loyalty rewards issued / expiration report
The loyalty rewards issued / expiration report tracks rewards issuance and expiration patterns over time. This report is best used for managing reward liability and identifying expiring rewards.
For date filtering, this report uses the begin date and end date apply to reward issuance and expiration dates. The report shows monthly counts of issued, redeemed, and expired rewards. The max date range of the report is 12 months.
The available filters include:
Reward Type which will filter the specific reward types.
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
The report will show:
Category – Metric category (Issued, Redeemed, Expired, Active).
[Month Columns] – Dynamic columns for each month showing counts.
Total – Total across all months.
Revenue and ADR report
The revenue and ADR report provides monthly revenue and average daily rate analysis for loyalty members versus non-members. This report is best used for tracking revenue performance over time and comparing loyalty member contribution to overall revenue. It helps revenue managers understand the value of the loyalty program and identify trends in member versus non-member spending.
For date filtering, this report uses the begin date and end date filters apply to the departure date (DayOut) of reservations. The report shows monthly revenue and ADR metrics for reservations where guests checked out within the specified months. The max date range of the report is 12 months and the default date range is the previous month to current month.
The available filters include:
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
Reservation Status shows checked-out, in-house, reserved reservations.
The report will show:
Category – Metric category name.
[Month Columns] – Dynamic columns for each month (formatted as currency or number).
Total – Total or average across all months.
This report has calculated fields and they are outlined below:
Total Revenue = Sum of RoomRevenue for all reservations in the month.
Total Revenue: Members = Sum of RoomRevenue where LoyaltyMemberID is not empty.
Total Revenue: Non-Members = Sum of RoomRevenue where LoyaltyMemberID is empty.
Total Average Rate (ADR) = TotalRoomRevenue / TotalRoomNights.
ADR: Members = MemberRoomRevenue / MemberRoomNights.
ADR: Non-Members = NonMemberRoomRevenue / NonMemberRoomNights.
The report includes:
All completed reservations (checked-out) within the date range.
Separates members versus non-members.
Shows monthly columns plus yearly totals when spanning multiple years.
The report excludes:
Future reservations.
Cancelled reservations.
Limitations of the report:
Maximum 12-month date range.
Month-based granularity only, no daily breakdown.
ADR calculation uses room nights, not number of reservations.
Active, inactive, reactivated memberships report
The Active, inactive, reactivated memberships report tracks membership status changes over time.
For date filtering, this report uses the begin date and end date determine the analysis period for categorizing members as active, inactive, or reactivated.
The available filters include:
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
The report will show:
Category – Membership status category (Active Members, Inactive Members, Reactivated Members, New Members).
[Month Columns] – Dynamic columns for each month showing member counts.
Total – Total across all months (where applicable).
This report has calculated fields and they are outlined below:
Active Members = Members with activity within the defined active period.
Inactive Members = Members without activity for longer than the inactivity threshold.
Reactivated Members = Previously inactive members who had new activity in the period.
📌Note: The specific thresholds for active or inactive or reactivated status are configured at the client level.
Lost guests churn report
The lost guests churn report identifies guests who have not returned within a specified period. This report is best used for understanding guest attrition and database hygiene. It helps marketing teams identify churn trends, understand the impact of data purge policies, and track the health of the guest database over time. For date filtering, the begin date and end date filters apply to the PurgeTime, when profiles were purged or deactivated from the system. The report shows monthly counts of purged profiles. The max date range of the report is 12 months and the default date range is the previous month to current month.
The available filters include:
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
Inactivity Threshold shows number of months without activity to define churn.
The report will show:
Category – Churn metric category.
[Month Columns] – Dynamic columns for each month.
Total – Total across all months.
This report has calculated fields and they are outlined below:
Purged Membership Profiles = Count of purged profiles where LoyaltyMemberID is not empty.
Purged Non-Member Profiles = Count of purged profiles where LoyaltyMemberID is empty.
Total Purged Profiles = Sum of membership + non-member purged profiles.
% Purged Membership Profiles = PurgedMembershipProfiles / TotalProfiles * 100.
% Purged Non-Member Profiles = PurgedNonMemberProfiles / TotalProfiles * 100.
The report includes:
All purged or deactivated profiles within the date range.
Historical profile counts for comparison.
The report excludes:
Currently active profiles.
Profiles purged outside the date range.
Limitations of the report:
Maximum 12-month date range.
Depends on purge_leads table being populated.
Historical profile counts require ReportHistory_LostGuests to be maintained.
New member profile report by channel
The new member profile report by channel breaks down new member acquisition by signup channel or source. This report is best used for understanding which channels drive loyalty program enrollment. It helps marketing teams optimize acquisition strategies and allocate resources to high-performing channels.
For date filtering, the begin date and end date filters apply to the SignUpTime/JoinDate of new loyalty members. The max date range of the report is 12 months.
The available filters include:
Sign-Up Source including Web, PMS, Admin, Booking Engine.
Property show specific hotel selection.
The report will show:
Category – Signup channel/source name.
[Month Columns] – Dynamic columns for each month showing new member counts.
Total – Total new members from this channel.
PercentOfTotal – Percentage of total new members.
Loyalty member tier production report
The loyalty member tier production report shows member distribution and movement across loyalty tiers over time. This report is best used for tracking tier movement and understanding loyalty program dynamics. It helps loyalty program managers identify trends in member progression and evaluate tier qualification rules.
For date filtering, the begin date and end date filters apply to tier change events - when members moved between tiers. The max date range of the report is 12 months.
The available filters include:
Member Tier which is specific loyalty tier levels.
Property show specific hotel selection.
The report will show:
Category – Tier name or tier movement category.
[Month Columns] – Dynamic columns for each month showing member counts.
Total – Total across all months.
This report has calculated fields and they are outlined below:
Upgrades = Count of UpGrading events from ProfileUpdateEvent table.
Downgrades = Count of DownGrading events from ProfileUpdateEvent table.
Net Tier Movement = Upgrades - Downgrades.
Profile merge details report
The profile merge details report provides a detailed log of profile merge operations.
This report is best used for auditing profile merge activity and investigating specific merge operations. It helps data quality teams understand merge patterns and verify that merges were performed correctly.
For date filtering, the begin date and end date filters apply to the CreateTime of merge operations - when the profile merge was performed. The max date range of the report is 31 days and the default date range is the last seven days.
The available filters include:
Merge Type are manual or automatic merges.
Property show specific hotel selection.
Merged By a specific users who performed merges.
The report will show:
MergeID – Unique identifier for merge operation.
MasterGuestID – ID of master/surviving profile.
MergedGuestID – ID of profile that was merged.
MasterMemberID, MergedMemberID – Member IDs for both profiles.
MasterName, MergedName – Names for both profiles.
MergeDate – Date and time of merge operation.
MergedBy – User who performed the merge.
MergeType – Type of merge.
Limitations of the report:
Maximum 31-day date range.
Merge operations cannot be reversed through this report.
Deactivated profile data may be limited after merge.
Profile merge report
The profile merge report provides a summary of profile merge activity over time. This report is best used for tracking database consolidation efforts over time. It helps data quality teams understand the impact of merge processes on database size and identify trends in duplicate profile creation.
For date filtering, the begin date and end date filters apply to the CreateTime of merge operations. The report shows monthly merge counts. The max date range of the report is 12 months and the default date range is the previous month to current month.
The available filters include:
Merge Type are manual or automatic merges.
Property show specific hotel selection.
The report will show:
Category – Merge metric category (Total Merges, Manual Merges, Automatic Merges, Profiles Merged).
[Month Columns] – Dynamic columns for each month showing counts.
Total – Total across all months.
This report has calculated fields and they are outlined below:
Total Original Profiles = Profile count at the start of each month.
Total Profiles Merged = Count of deactivated profiles (not merge operations).
Total Remaining Active Profiles = Profile count at the end of each month.
⚠️Important: Total profiles merged counts the number of profiles that were deactivated (merged into other profiles), not the number of merge operations. One merge operation can deactivate multiple profiles.
Limitations of the report:
Maximum 12-month date range.
Counts profiles merged, not merge operations.
Requires ReportHistory_LostGuests for baseline profile counts.
Membership lifespan report
The membership lifespan report analyzes the average lifespan of loyalty memberships. This report is best used for understanding member retention and lifetime value. It helps loyalty program managers evaluate program stickiness and identify factors that influence member longevity.
For date filtering, the begin date and end date determine which members to include based on their join date or activity period.
The available filters include:
Member tier for specific loyalty tiers.
Property for specific hotel selection.
Join date range for when members joined.
The report will show:
Category – Lifespan metric category.
[Month Columns] – Dynamic columns for each month.
Total – Total or average across all months.
All loyalty members (active and inactive).
Lifespan calculated from join date.
This report has calculated fields and they are outlined below:
Lifespan = LastActivityDate - JoinDate (or CurrentDate - JoinDate for active members).
Average Lifespan = Mean lifespan across all members in the cohort.
Median Lifespan = Median lifespan across all members.
Run and schedule loyalty program reports
Below provides step-by-step instructions for running and scheduling all loyalty program reports in the CRM.
Before running or scheduling loyalty reports:
Verify your user role has permissions to view and schedule loyalty reports.
Confirm you have access to the Reports section in the left navigation menu.
Identify the date range and filters you want to apply.
For scheduling, prepare the email addresses for report recipients.
📌Note: Exported reports may contain additional fields not displayed in the on-screen version.
Run the award/reward overview report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Award / Reward Overview from the report list.
Set your Issued Date From and Issued Date To for the issuance period, or set your Redeem Start Date and Redeem End Date for the redemption period (you can set both).
Apply filters as needed:
Reward Name – Enter specific reward name.
Reward Type – Select from dropdown.
Reward Status – Select from dropdown.
Property – Select specific hotel from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the Award / Reward overview report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Weekly Reward Redemptions.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Award/Reward Overview.
Set date range parameters:
Issued Start Date – Select relative date option for example 30 days ago.
Issued End Date – Select relative date option for example today.
Or configure Redeem Start Date and Redeem End Date.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Reward Name – Enter specific reward name.
This is optional.
Reward Type – Select from dropdown.
Reward Status – Select from dropdown.
Property – Select specific hotel as the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun)
If Monthly or Yearly, choose day (1st, 2nd, 3rd, 4th, last day)
Schedule Begin Time – Select date and time.
Enter Send Email To addresses use semicolon to separate.
Check Active.
Click Save.
Run the loyalty member production report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Loyalty Member Production from the report list.
Set your Begin Date and End Date for the member enrollment period.
Apply filters as needed:
Member Tier – Select specific tier from dropdown.
Property – Select specific hotel from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the loyalty member production report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example New Member Enrollments - Weekly.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Loyalty Member Production.
Set date range parameters:
Begin Date – Select relative date option for example seven days ago.
End Date – Select relative date option for example today.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier the default is all.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses, use semicolon to separate emails.
Check Active.
Click Save.
Run the loyalty credits activity report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Loyalty Credits Activity from the report list.
Set your Issued Date From and Issued Date To, or set your Expired Date Begin and Expired Date End (you can set both).
Optionally check Does Not Expire to show only non-expiring points.
Apply filters as needed:
Member Tier – Select from dropdown.
Loyalty Member ID – Enter specific member ID.
Property – Select from dropdown.
Credit Type – Select activity type from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the loyalty credits activity report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example monthly points activity.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Loyalty Credits Activity.
Set date range parameters:
Transaction Start Date – Select relative date option.
Transaction End Date – Select relative date option.
Expiring Begin Date – Select relative date option (optional).
Expiring End Date – Select relative date option (optional).
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Credit Type – Select from dropdown.
Loyalty Tier – Select specific tier the default is all.
Loyalty Member ID – Enter specific member ID, this is optional.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses use semicolon to separate emails.
Check Active.
Click Save.
Run the Tango Card transaction report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Tango Card Transaction from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Status – Select from dropdown.
Reward Name – Enter specific reward name.
Member Tier – Select from dropdown.
Property – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the Tango Card Transaction report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Weekly Tango Card Redemptions.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Tango Card Transaction.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Reference OrderID – Enter Tango Card reference, this is optional.
TransactionID – Enter transaction ID, this is optional.
Loyalty Member ID – Enter member ID, this is optional.
Loyalty Tier – Select specific tier the default is all.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time .
Enter Send Email To addresses use semicolon to separate emails.
Check Active.
Click Save.
Run the additional programs points report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Additional Programs Points from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Program Name – Select from dropdown.
Property – Select from dropdown.
Status – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the additional programs points report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Partner Program Points - Monthly.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Additional Programs Points.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier the default is all.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses use semicolon to separate emails.
Check Active.
Click Save.
Run the all guests profile report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select All Guests Profile Report from the report list.
Set your Last Months (look back period) and Next Months (look forward period).
Apply filters as needed:
Member Status – Select from dropdown.
Member Tier – Select from dropdown.
Property – Select from dropdown.
Language – Select from dropdown.
Country – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the all guests profile report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name (e.g., "Monthly Guest Database Export").
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select All Guests Profile Report.
Set time window parameters:
Last Months – Enter number of months to look back.
Next Months – Enter number of months to look forward.
Apply filters:
Loyalty Tier – Select specific tier the default is all.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Optionally check Send Limited Fields.
Check Active.
Click Save.
Run the New Guests Profile Report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select New Guests Profile Report from the report list.
Set your Begin Date and End Date for the profile creation period.
Apply filters as needed:
Member Tier – Select from dropdown.
Sign-Up Source – Select from dropdown.
Property – Select from dropdown.
Language – Select from dropdown.
Country – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the new guests profile report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name (e.g., "Weekly New Guest Acquisitions").
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select New Guests Profile Report.
Set date range parameters:
Begin Date – Select relative date option
End Date – Select relative date option
For relative to today, enter custom values in D, W, M, Y fields
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown
Export Format – Select CSV
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly
If Weekly, check specific days (Mon-Sun)
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day)
Schedule Begin Time – Select date and time
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the Performance Metrics Report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Performance Metrics Report from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Campaign – Select from dropdown.
Member Status – Select from dropdown.
Member Tier – Select from dropdown.
Property – Select from dropdown.
Attribution Window – Enter number of days.
Click Generate Report to display results.
Click Export to download the report.
Schedule the performance metrics report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example monthly member performance metrics.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Performance Metrics Report.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the Loyal Member Metrics report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Loyal Member Metrics from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Property – Select from dropdown.
Member Tier – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the loyal member metrics report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Membership Trends.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Loyal Member Metrics.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier the default is all.
Property – Select specific hotel the default is all.
Set schedule timing:
Time Zone – Select from dropdown
Export Format – Select CSV
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly
If Weekly, check specific days (Mon-Sun)
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day)
Schedule Begin Time – Select date and time
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the Loyalty Rewards Issued / Expiration report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Loyalty Rewards Issued / Expiration from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Reward Type – Select from dropdown.
Property – Select from dropdown.
Member Tier – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the Loyalty Rewards Issued / Expiration report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Reward Liability Report.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Loyalty Rewards Issued / Expiration.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the revenue and ADR report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Revenue & ADR Report from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Property – Select from dropdown.
Member Tier – Select from dropdown.
Reservation Status – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the revenue and ADR report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Member Revenue Analysis.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Revenue & ADR Report.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For relative to today", enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the active, inactive, reactivated memberships report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Active, Inactive, Reactivated Memberships from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Property – Select from dropdown.
Member Tier – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the active, inactive, reactivated memberships report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Membership Status Report.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Active, Inactive, Reactivated Memberships.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the lost guests churn report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Lost Guests – Churn from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Inactivity Threshold – Set number of months.
Property – Select from dropdown.
Member Tier – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the lost guests churn report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Churn Analysis.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Lost Guests - Churn.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses (use semicolon to separate).
Check Active.
Click Save.
Run the new member profile report by channel
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select New Member Profile Report by Channel from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Sign-Up Source – Select from dropdown.
Property – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the new member profile report by channel
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Channel Acquisition Report.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select New Member Profile Report by Channel.
Set date range parameters:
Begin date – Select relative date option.
End date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days from Monday to Sunday.
If monthly or yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses and use semicolon to separate.
Check Active.
Click Save.
Run the loyalty member tier production report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Loyalty Member Tier Production from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Member Tier – Select from dropdown.
Property – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the loyalty member tier production report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Tier Movement Report.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Loyalty Member Tier Production.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses and use semicolon to separate.
Check Active.
Click Save.
Run the profile merge details report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Profile Merge Details Report from the report list.
Set your Begin Date and End Date for the merge operation period.
Apply filters as needed:
Merge Type – Select from dropdown.
Property – Select from dropdown.
Merged By – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the profile merge details report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Weekly Profile Merge Audit.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Profile Merge Details Report.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses and use semicolon to separate.
Check Active.
Click Save.
📌Note: Maximum 31-day date range. Use seven days ago to today for regular schedules.
Run the profile merge report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Profile Merge Report from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Merge Type – Select from dropdown.
Property – Select from dropdown.
Click Generate Report to display results.
Click Export to download the report.
Schedule the profile merge report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Monthly Merge Summary.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Profile Merge Report.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses and use semicolon to separate.
Check Active.
Click Save.
Run the membership lifespan report
From the left navigation menu, click Reports.
Click the Loyalty tab at the top of the screen.
Select Membership Lifespan from the report list.
Set your Begin Date and End Date for the reporting period.
Apply filters as needed:
Member Tier – Select from dropdown.
Property – Select from dropdown.
Join Date Range – Set date range.
Click Generate Report to display results.
Click Export to download the report.
Schedule the membership lifespan report
From the left navigation menu, click Reports.
Click Schedule.
Click Add Schedule.
In the Schedule Name field, enter a descriptive name for example Quarterly Retention Analysis.
From the Report Category dropdown, select Loyalty Program Reports.
From the Report Type dropdown, select Membership Lifespan.
Set date range parameters:
Begin Date – Select relative date option.
End Date – Select relative date option.
For Relative To Today, enter custom values in D, W, M, Y fields.
Apply filters:
Loyalty Tier – Select specific tier, the default is all.
Property – Select specific hotel, the default is all.
Set schedule timing:
Time Zone – Select from dropdown.
Export Format – Select CSV.
Frequency – Select Once, Daily, Weekly, Monthly, or Yearly.
If Weekly, check specific days (Mon-Sun).
If Monthly/Yearly, choose day (1st, 2nd, 3rd, 4th, last day).
Schedule Begin Time – Select date and time.
Enter Send Email To addresses and use semicolon to separate.
Check Active.
Click Save.
Manage scheduled reports
From the left navigation menu, click Reports.
Click Schedule.
View all scheduled reports with their configuration details.
To edit a report, click the report row and modify settings.
To delete a report, select the report and click Delete.
To disable a report temporarily, uncheck Active and click Save.
Frequently asked questions
Can I export reports with more detailed data than shown on screen?
Yes, exported reports often contain additional fields not displayed on-screen. Click Export to download the full dataset.
How do I filter by multiple properties?
Hold Ctrl (Windows) or Command (Mac) while clicking property names to select multiple properties.
What's the difference between Profile Merge Details and Profile Merge Report?
Profile Merge Details shows individual merge operations with specific profile information. Profile Merge Report shows aggregated monthly counts of merge activity.
Can I use rolling date ranges like "Last 30 Days"?
Yes, select "30 Days Ago" for Begin Date and "Today" for End Date to create a rolling 30-day window.
How long does report data take to refresh?
Most reports reflect data updated within the last hour. Monthly trend reports may take longer to process for large date ranges.
What does SignUpSource represent?
SignUpSource indicates where the profile was created: Web (guest portal), PMS (property management system import), Manual (created by staff), or Booking Engine (created during booking).
Can I filter by custom user-defined fields?
Custom UDF fields are not available as filters in preconfigured reports, but are included in exported data for All Guests Profile Report.
How are inactive members defined?
Inactive members typically have no reservation or engagement activity within a specified period (usually 12-24 months), based on your loyalty program configuration.
Why does Award / Reward Overview require at least one complete date range?
The report needs at least one complete date range (both start and end) to determine which rewards to include. Use Issued Date Range for rewards issued in a period, or Redemption Date Range for rewards redeemed in a period, or both.
What's the difference between All Guests Profile and New Guests Profile Report?
All Guests Profile shows all profiles with reservation activity in a time window (past and/or future). New Guests Profile shows only profiles created within a specific date range. Use All Guests for current guest base understanding, New Guests for acquisition tracking.
When scheduling weekly reports, can I select multiple days?
Yes, check multiple days (Mon-Sun) and the report runs on each selected day at the specified time.
What does "Send Limited Fields" do?
Checking "Send Limited Fields" in All Guests Profile Report reduces exported columns to essential profile information only, reducing file size.