Note: This report is available only if you have setup Tiered loyalty program at the organization level.
Follow these steps to run the report:
- Make sure you have selected the center for which you want to run the report.
- On the Main menu, click the Reports tab.
- On the Reports Dashboard, click Loyalty > Enrollment (from filter).
- Click Enrollment. The report opens in a new tab.
- Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel or .CSV icons .
|Select Enrollment Time Period||1 Month,
|Based on your requirement, from the drop-down list, select either 1, 2, 3, or 6 months. You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.
|Tier Name||Based on your requirement, select a tier whose enrollment details you wish to view. If you wish to view all the tier enrollments at your center, leave the option unchanged at "All".|
|GUEST||The name of the guest. Clicking the guest's name, opens the guest's profile|
|ENROLLMENT DATE||The date on which the guest was enrolled in the tier|
|CURRENT TIER||The tier in which the guest is currently in|
|PREVIOUS TIER||The tier in which the guest was previously in|