How do I run a report showing loyalty numbers enrolled each day (or month), sorted by team member

[ParisMarket]

I want to know which team members are enrolling the most loyalty customers so I can reward them for their efforts; and also encourage those team members who are not doing it.  

[MayaP]

Hello @ParisMarket, thanks for reaching out. I can definitely see how reporting by team members would be useful.

At the moment, all Loyalty reports are available in your Square Dashboard, but I don’t see an option to filter them by team member. I’ll tag a few sellers here who may have found a workaround or can share how they’re approaching this. @Abigails_stl @alexandriak @timberhillwine @anucrown. 

Let me know if you have any other questions. Happy to help. 

[alexandriak · Accepted solution]

Thanks for the tag! 

I don't believe there is a good and easy way to do this. Off the top of my head the only way I could see you getting this information would be to sort transactions by employee, and then go thru them that way and manually tally each day, week, or month. 

Maybe there is a way and I just haven't found it so I'll be watching to see if anyone else chimes in!

[MayaP]

No worries, that is what I figured. I appreciate your reply! 😊

@alexandriak 

[alexandriak]

You're welcome!