Loyalty by tag — visits, spend and points per customer tag

See how each group of tagged customers is doing — how often they come in, what they spend and the points they earn and spend.

The Loyalty by tag report shows how each group of tagged customers is doing, for example your Students or your Pool Society. Open it from the Reports hub, under Customers & loyalty. You need both Customers and Loyalty switched on to see it.

Pick your tags and dates

Choose a date range with the presets (Last 7 / 30 / 90 days, Last 12 months, Custom). The tag buttons pick which tags to show: All tags is the default, or tap one or more tags to narrow it down.

If you run more than one loyalty scheme, a Points from picker appears. It only changes the points columns, so you can see the points earned and spent in one scheme. Visits and spend always count every sale.

By tag

One row per tag:

Members: customers carrying the tag.
Visited: members who came in at least once in the range.
Visits, Spend and Spend per visit.
Points earned and Points spent.

A customer with two tags counts under both.

Over time

Below the table, charts for everyone in the tags you picked. Here a customer with two tags counts once, and their whole history counts, however long ago you tagged them.

Totals: members, visits, spend, points earned, points spent, and Saved: what their discounts took off, split into loyalty rewards and other discounts.
Members over time and New members. A member counts from the day they joined loyalty; a tagged customer who is not a member counts from their first visit.
Day by day: a line of their spend each day. Use Line shows to switch it to visits, points earned or points spent. Hover over a day, or tap it on a tablet, to see all of that day's figures: how many were in, spend, points earned, points spent and saved. Over 90 days the chart shows weeks; over a year, months.
Spend by category: what they spent on, by your top-level categories (Food, Drinks and so on). Items without a category show as Uncategorised, as in the Categories report. Like every sales figure, these are after discounts. With more than one tag picked, a table below splits it per tag.

Members

Everyone carrying the selected tags, with their visits, last visit, spend and points. Tap a name to open that customer.

Visits by day of week

A bar for each day, Monday to Sunday, showing when your tagged customers come in.

What counts

Only sales linked to the customer count: their loyalty card was scanned, or they were picked at the till (or on their tab).
A visit is a day they bought something. Ten drinks in one evening is one visit. If your trading day runs past midnight, a night out from 23:00 to 01:00 also counts as one visit.
Spend leaves out tips, and follows the same rules as your Sales report: declined and cancelled sales are not counted.

Exporting

The tables have an Export button that downloads what you're looking at as a CSV file.

A blank report

No tags yet: set up tags under Customers → Tags and tag some customers first.
No visits: none of your tagged customers bought anything linked to them in that range. Try a longer range.