Client Loyalty Activity Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Client Loyalty Activity Report	http://dashboard.boulevard.io/reports/client_loyalty_activity

Overview

The Client Loyalty Activity report helps you get a detailed view of how clients are earning and redeeming loyalty points. It provides an event-level audit trail of every accrual, redemption, and manual adjustment made to a client's loyalty balance.

Use this report to monitor overall loyalty program activity, understand individual client engagement, and analyze redemption behavior by item type. It's especially useful for auditing manual point adjustments and supporting client-facing investigations, since you can filter by client, staff, or activity type to trace exactly why and when a balance changed.

Note: Balance Points and Balance Value reflect a client's balance immediately after each individual event — they aren't a current outstanding balance, and they'll appear blank if you group by anything other than the individual activity row. To see a client's current balance, filter to their most recent activity event; this report isn't designed to show outstanding liability across all clients. See the Report Caveats section below for more.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Loyalty program monitoring	Track how loyalty points are being earned and redeemed across locations, clients, and time periods.	How many points were accrued vs redeemed this week? Which locations generate the most loyalty activity?
Client loyalty analysis	Understand individual client engagement with the loyalty program.	Which clients are earning or redeeming the most points? How frequently does a client use loyalty rewards?
Redemption behavior analysis	Analyze how and where loyalty points are being redeemed.	Are points primarily redeemed on services or products? Which items are most commonly redeemed?
Manual adjustment auditing	Monitor manually applied loyalty point updates to ensure accuracy and prevent misuse.	How many manual point updates occurred? Which staff members are performing manual adjustments?
Financial impact assessment	Understand the monetary value associated with loyalty points granted or redeemed.	What is the total value of points redeemed this month? How much value is outstanding in point balances?
Support and investigation workflows	Provide support teams with a full audit trail of loyalty activity when handling client questions.	Why did a client’s points change? Which action caused this update and when did it occur?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Subscriptions
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your loyalty program must be set up and active.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the loyalty activity occurred.	NC Charlotte	Yes
Loyalty Activity ID	Unique identifier for a single loyalty activity event, representing one instance where points were accrued, redeemed, or manually updated.	e46c5f1d-648c-53cc-90b8-ae408a018be2	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Activity Date	Local date and time when the loyalty activity event occurred.	2023-03-03	Yes
Client Name	Full name of the client associated with the loyalty activity.	Michele Merritt	Yes
Activity Type	Type of loyalty activity performed. One of: Accrual, Redemption, Manual Update.	Manual Update	Yes
Order Number	Human-readable order number associated with the loyalty activity, if applicable.	1201123	No
Item Type	The high-level type of item associated with the loyalty points activity. For grants, the item that resulted in points earned. For redemptions, the item for which points were used.	Membership	Yes
Item Name	The name of the item associated with the loyalty points activity. For grants, the item that resulted in points earned. For redemptions, the item for which points were used.	30-Minute Membership	Yes
Points	Number of loyalty points added to or removed from the client’s balance as a result of this activity. Accruals are positive values; redemptions are negative values.	2	No
Value	Monetary value associated with the loyalty points added or redeemed during this activity.	$12.25	No
Balance Points	Client’s total loyalty point balance immediately after this activity was applied.	7	No
Balance Value	Monetary value of the client’s loyalty balance immediately after this activity was applied.	$50.00	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the loyalty activity occurred.	NC Charlotte	Yes
Loyalty Activity ID	Unique identifier for a single loyalty activity event, representing one instance where points were accrued, redeemed, or manually updated.	e46c5f1d-648c-53cc-90b8-ae408a018be2	No
Activity Date	Local date and time when the loyalty activity event occurred.	2023-03-03	Yes
Client Name	Full name of the client associated with the loyalty activity.	Michele Merritt	Yes
Activity Type	Type of loyalty activity performed. One of: Accrual, Redemption, Manual Update.	Manual Update	Yes
Order Number	Human-readable order number associated with the loyalty activity, if applicable.	1201123	No
Item Type	The high-level type of item associated with the loyalty points activity. For grants, the item that resulted in points earned. For redemptions, the item for which points were used.	Membership	Yes
Item Name	The name of the item associated with the loyalty points activity. For grants, the item that resulted in points earned. For redemptions, the item for which points were used.	30-Minute Membership	Yes
Points	Number of loyalty points added to or removed from the client’s balance as a result of this activity. Accruals are positive values; redemptions are negative values.	2	No
Value	Monetary value associated with the loyalty points added or redeemed during this activity.	$12.25	No
Balance Points	Client’s total loyalty point balance immediately after this activity was applied.	7	No
Balance Value	Monetary value of the client’s loyalty balance immediately after this activity was applied.	$50.00	No
Item ID	Unique identifier of the item associated with the loyalty points activity. For grants, the item that resulted in points earned. For redemptions, the item for which points were used.	b2cca43b-c8b3-4f01-9271-5cb9a37f4b0b	Yes
Location Group	Logical grouping of business locations used for reporting rollups and segmentation.	West Coast	Yes
Client ID	Unique identifier for the client associated with the loyalty activity.	4731df79-2e6a-5643-a54d-7572eed1f153	No
Order ID	Unique internal identifier of the order associated with the loyalty activity, if applicable.	d8908545-1619-4cf5-9db4-48f62d4d9411	No
Location ID	Unique identifier for the business location where the loyalty activity occurred.	738471fc-2d2e-53e1-960a-a1789d49fb14	No
Location External ID	External system identifier for the business location, if applicable.	738471fc-2d2e-53e1-960a-a1789d429fb14	No
Client External ID	External system identifier for the client, if applicable.	185175264	No
Client Email Address	Primary email address of the client associated with the loyalty activity.	email@gmail.com	No
Client Mobile Phone Number	Mobile phone number of the client associated with the loyalty activity.	19195911590	No
Staff Name	Full name of the staff member associated with the loyalty activity, if applicable.	Hailey Phillips	Yes
Points Update Reason	Reason for the loyalty points update, such as promotion, manual adjustment, correction, or reward redemption.	Dec & Jan	No
Staff ID	Unique identifier of the staff member associated with the loyalty activity, if applicable.	5b5cad42-e4a9-4bfe-b083-0b241bd5e1c4	No
Location Tags	Tags associated with the business location for categorization and filtering.	Charlotte	Yes
Client Tags	Tags associated with the client for categorization and filtering.	New Client	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Balance Points and Balance Value reflect the client's balance immediately after each event — they are not a current outstanding balance	Balance Points and Balance Value capture the client's loyalty point balance at the exact moment each activity event was recorded — immediately after the accrual, redemption, or manual update occurred. These fields are a point-in-time snapshot tied to each row, not a summary of the client's current outstanding balance. To see a client's current balance, filter to their most recent activity event rather than summing across rows.
Balance Points and Balance Value will not aggregate correctly when grouping above the individual activity row level	Because Balance Points and Balance Value represent the balance immediately after a single event, they have no meaningful interpretation when aggregated across multiple rows. If the report is grouped by client, location, date, or any dimension other than the individual Loyalty Activity ID, these fields will return blank — they are intentionally suppressed at any grain other than the single activity row. This is expected behavior, not a data error. Use the Points and Value fields instead for aggregated totals of points earned or redeemed.
Item Name combines both accrual and redemption items into a single column	The Item Name field surfaces the item associated with the loyalty activity regardless of whether the activity was an accrual or a redemption. For accruals, this is the item that generated the points earned. For redemptions, this is the item against which the points were applied. Both activity types use the same column — Item Name does not distinguish between "earned from" and "redeemed on." Use Activity Type alongside Item Name to understand the direction of the points activity for each row.
This report does not have a dedicated outstanding loyalty liability view — use it for activity history only	This report is an event-level audit trail of all loyalty activity. It is not designed to show current outstanding loyalty point balances across all clients. If the goal is to see total loyalty liability outstanding as of today, this report requires manual aggregation by client across all time.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Loyalty program monitoring	Track how loyalty points are being earned and redeemed across locations, clients, and time periods.	Group by: Activity Type, Activity Date. Columns: Points, Value. Filters: set Activity Date to the period you want to review; filter by Location Name or Location Tags as required; sort by Points descending to surface highest activity.
Client loyalty analysis	Understand individual client engagement with the loyalty program.	Group by: Client Name, Activity Type. Columns: Points, Value. Filters: set Activity Date to the period you want to analyze; filter by Client Name or Client Tags to scope to specific clients; filter by Location Name as required.
Redemption behavior analysis	Analyze how and where loyalty points are being redeemed.	Group by: Item Type, Item Name, Activity Type. Columns: Points, Value. Filters: filter Activity Type = Redemption; set Activity Date to the period you want to analyze; filter by Location Name as required.
Manual adjustment auditing	Monitor manually applied loyalty point updates to ensure accuracy and prevent misuse.	Columns: add Staff Name, Points Update Reason. Filters: filter Activity Type = Manual Update; set Activity Date to the period you want to audit; filter by Location Name as required — note that Balance Points and Balance Value will only populate correctly at this grain since Loyalty Activity ID is in the default Group by.
Financial impact assessment	Understand the monetary value associated with loyalty points granted or redeemed.	Group by: Activity Type, Activity Date. Columns: Points, Value. Filters: set Activity Date to the period you want to assess; filter Activity Type = Redemption to see monetary value of points used; filter by Location Name as required — note: to assess current outstanding balance, use the Loyalty Liability report instead of this one.
Support and investigation workflows	Provide support teams with a full audit trail of loyalty activity when handling client questions.	Columns: add Staff Name, Points Update Reason, Order Number, Order ID. Filters: filter by Client Name to isolate the specific client; set Activity Date to the relevant period; filter by Activity Type to narrow to the event type in question.