How to view and export loyalty transactions
Every time a contact earns or spends points, Leat records a transaction. The transactions overview lists them all, so you can see who's using your program, where and how.
Find your transactions
Go to Loyalty → Transactions. It opens on Points transactions: every point added to or taken off a contact.
The sidebar, Loyalty transactions, has two more lists:
- Voucher redemptions: every voucher a contact redeemed.
- Stamp card transactions: every stamp given or used, shown only when you use stamp cards.
Click a transaction to see its details, or open the contact it belongs to.
See where a points transaction came from
A points transaction's details include Source, which shows what created it:
- The app or integration that made it, linked to its page.
- The name of the API credential it came through, such as an OAuth client or personal access token, with Not linked to an app underneath when that credential isn't connected to an installed app or integration.
- The channel, for older transactions that didn't record their source.
Filter the list
Click Filters to narrow the list down. On Points transactions you can filter on:
- Contact
- Type
- Business profile
- Channel
- Reward
- Points
- Contact identifiers
- Created at
Voucher redemptions has a search field and fewer filters: Contacts, Business profiles and Created at.
Use Edit columns to choose which columns the table shows.
Export transactions
You can export Points transactions and Voucher redemptions. Stamp card transactions has no export.
- Set the filters you want. The export takes exactly what the list shows.
- Click Export.
- Under Attributes, choose the columns to include and click Next.
- Check the Summary. Turn on Email the export results if you want the file by email as well.
- Click Start export.
You land on the export's page. When it's finished, click Download. You can also find it later under Data → Exports.
On Points transactions, you can export up to 500,000 rows at a time. For more, split the export with the Created at filter, for example one export per month.
Going further
This overview shows individual transactions. For totals and trends, such as points issued per week or per location, build a dashboard under Data → Insights. See Building dashboards and charts in insights.