> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-installation-configuration-and-troubleshooting-solutions/faqs/reports/generate-retail-customer-points-ledger-report.md).

# Generate Retail Customer Points Ledger Report

**YouTube:** [How to Generate Retail Customer Points Ledger Report?](https://youtu.be/2x2Cjke2CGs)

## How to Generate Retail Customer Points Ledger Report?

In this tutorial, we’ll learn how to configure the **Customer Loyalty Points Ledger Report**, which helps track loyalty points earned, redeemed, and the balance available for each customer.

***

### **Open and Create a New Configuration**

* From the **Main Menu**, navigate to the **Setup Module**.
* Click on **Setup Accounts**.
* Open the **Setup Customer Database**.
* Under this section, locate and open **Customer Point Ledger Report**.
* Click on **Configuration** to create a new report setup.
* Assign a **suitable configuration name** for easy identification.

<figure><img src="/files/7hQqyZ8mZhgiv04GiiWI" alt=""><figcaption></figcaption></figure>

***

### **Define Report Consolidation and Order**

* Under **Report Consolidation**, enable the following options:
  * **Customer Wise**
  * **Voucher Date**
* In the **Report Order** section, ensure **Customer Wise** is placed at the top.
  * If not, use the **Arrow Keys** to adjust the order.
* Set **Period Consolidation** to **Date Wise**.
* Define **Report Order** as **Customer + Period**.

<figure><img src="/files/uXqEIOp8vG5DLqb8O8m6" alt=""><figcaption></figcaption></figure>

***

### **Save and Generate the Loyalty Points Report**

* Once all settings are defined, click **Save Configuration** to store the setup.
* From the list of available configurations, select the one you just created.

<figure><img src="/files/YJHsWLVm5OaNCrTC0dA5" alt=""><figcaption></figcaption></figure>

* Click **Create Report** to generate the output.

***

### **Customize Report Columns**

* Open **Setup Column Attributes**.
* Click **Unselect All Columns** to start fresh.
* Select only the columns you wish to include in the final report (e.g., Customer Name, Earned Points, Redeemed Points, Balance Points).

<figure><img src="/files/gITVEKsMHiTMwx3868lD" alt=""><figcaption></figcaption></figure>

***

### **Review the Final Output**

The generated report displays **Total Points Earned**, **Points Redeemed**, and **Balance Loyalty Points** for each retail customer, providing a clear summary of customer reward activities.

<figure><img src="/files/iaMGg0ldpOzMgAQqWwHv" alt=""><figcaption></figcaption></figure>


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