Loyalty statistics in Insights
Your loyalty statistics, such as outstanding points and points issued and redeemed, now live in Insights as a ready-made dashboard. The old Loyalty > Statistics page was removed on 14 September 2026, and the Statistics template replaces it.
Create the statistics dashboard
- Go to Data > Insights and click Add dashboard.
- In the dialog, pick the Statistics template. It's described as Points transactions.
- Click Create dashboard.
Your new dashboard opens straight away and you can find it again under Data > Insights. Prefer to start from scratch? Pick Blank dashboard instead.
What the cards show
| Card | What it counts | Period |
|---|---|---|
| Outstanding balance | All points your contacts hold right now | All time |
| Average monthly spending | The average amount spent per transaction that earned points | Last month |
| Number of transactions | Every points transaction | Last week |
| Number of points issued | Points your contacts earned | Last week |
| Number of points redeemed | Points your contacts spent on rewards | Last week |
| Number of unit points transactions | Transactions where an amount was turned into points by your earn rules | Last week |
| Number of direct points transactions | Transactions that gave a fixed number of points, for example from an automation or a manual correction | Last week |
Outstanding balance on a specific date
The Outstanding balance card shows what your contacts hold today. For the balance on an earlier date, open Loyalty > Analytics and pick a date range that ends on that day. The Outstanding points balance card shows all points your contacts held up to and including that date, so you don't have to edit a card each time.
Change a card
The template covers all your business profiles together. You can't pin the whole dashboard to one location when you create it, but you can open any card in the editor and add a filter, for example on business profile or on a different date range.
For everything else Insights can do, such as adding your own charts, grouping and exporting, see Building dashboards and charts in insights.
Looking for individual transactions?
The dashboard shows totals. To see or export the transactions behind them, use How to view and export loyalty transactions.