Generate customer reports to track loyalty points, manage gift card balances, export email lists, and analyse transaction histories. Access various report types to monitor customer activity, review point redemptions, and manage liabilities across your loyalty and gift card programs.
Access to Customer Reports
To access Newbridge Reporting, follow the steps below:
Log in to the Newbridge Back office, enter your username and password.
From the left-hand panel, select Reporting to expand the list and select View Reports.
Within the blue Customer Reports section, select a report to review.
📌 Note: Other reporting areas include:
Sales and Finance Reports.
Stock Reports.
Clerks and Attendance Reports.
Available reports
Newbridge EPoS has the following Customer Reports, and the information below states why and when each report should be used:
Customers
Lists each customer, their name, their ID, available points balance and email address.
Customer Transactions
Ordered by customer, shows every loyalty transaction they have made and the total of the bill, as well as any discounts they received through the loyalty scheme. Has a link that goes straight to the transaction for more data.
Gift Card Report
Lists every gift card on your system, the date it was registered and the current balance.
Customer Email Export
Choose which loyalty group to export and then run the report. It will produce a huge list of all customers and their associated email addresses.
Linked Customers
Displays all current customers that are linked to another customer. Such as parents and children.
Gift Card Liability
Lists all gift cards and their balance, as well as the total amount for all gift cards.
Gift Card Expiry Report
Lists all gift cards that have expired, the balance they had on them and their expiry date.
Also contains a summary that calculates the total expired value.
Customer Points Audit
Lists every time a customer spent points or received points in chronological order for the selected time, as well as the clerk who took the payment.
Customer Points Statement
Pick a date range and view the opening and closing balance for each customer on the system, as well as any transactions they made with their points between the dates.
Loyalty Points Liability
Lists every customer, their unique ID and the balance of their points on the chosen date.