Running the Customer Points Report

Use the Customer Point Report to determine the accrued, redeemed, and adjusted points for a customer who is participating in the Customer Points program. The customer data displays as long as at least one of these categories has data.

To run the Customer Points Report:

1. From the Reprts > End of Month Reports > Customer Reports menu, select Customer Points to display the Customer Points Report screen.

2. In the Home Br/Tr/All field, enter the number that identifies the home branch or territory for which to run the report. To run the report for all branches and territories, enter ALL.

3. In the Year field, enter the year for which to run the report. The default value is the current year.

4. In the Customer field, enter a customer name for which to run the report, if needed. Otherwise, the report prints for all customers who are participating in the customer points program.

5. In the Program field, enter the points program for which to run the report.

6. Set options, if needed, and generate the report.

See Also:

Customer Points by Price Line Report

Customer Points Statement Report