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 or 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 or 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.