Viewing a Report
The SwiftTec Loyalty Tracking System allows you to view and print a member report. To do this select View Report from the action menu, toolbar or start page. You will then be prompted to select the report to be viewed.
There are many categories of reports, each represented by a tab in the selection box. The actual tabs displayed depends on the enabled/licenced options.
- Contact Reports
- Member Reports
- Membership Reports
- Loyalty Points and Transactions
- Visit Reports
- Other Reports
Once selected a report is generated (this may take some time, especially if a lot of data needs to be processed to generate the report).
Printing and Saving Reports
Once a report has been generated it is displayed on the screen. All reports can be printed by selecting the Print command from the File menu. In addition most reports can be saved, normally in multiple formats, but this is dependent on the report itself. The possible save options are:
- CSV file - Use this for exporting the information for use by mail programs and Excel
- SwiftTec Report - Use this to allow the report to be reloaded using the SwiftTec Report Viewer
- HTML - Use this to allow the report to be loaded in a standard web browser
The following sections outline the many categories of reports, each represented by a tab in the selection box. The actual selection available depends on the enabled/licenced options.
Contact reports are reports relating to all the contacts within the system. This include both members and non-members.
Select this category for reports that list the members (as opposed to all contacts) in the database based on the specified criteria.
|All members||The report is based on all members in the database.|
|Active members only||The report is based only on the active members in the database. i.e. those that have not been cancelled and have not expired.|
|Members without photos||Members are reported that do not have an associated photograph.|
|Members of type||Only members of the selected type are reported when this option is enabled.|
|Members with flags||Only members matching the specified flags are reported. To specify
the flags press the Select button. The flags can be chosen from:
This category allows reports to be generated that relate to membership (expiry, renewal, etc)
These categories produce reports relating to the loyalty points operations.
This category produces a report listing the member visit activity.
This category produces various miscellaneous reports.
- Members in the current session - a list of the members currently logged as on the premises.
- Special barcodes sheet - a barcode sheet for use in conjunction with the barcode visit logging program