Generate Retail Customer Points Ledger Report

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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.

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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.

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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.

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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.

• Click Create Report to generate the output.

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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).

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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.