Overall loyalty membership report

Hi team,

 

I'm trying to get a report (from anywhere in Square) showing the progress of our loyalty program. I just want a graph showing the number of Loyalty members over the year, since we set it up.

 

Is this possible anywhere?

 

TIA!

Dean

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Square Community Moderator

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Hi @deanW 


While Square doesn’t currently offer a built-in report that specifically tracks the number of new Loyalty enrolments over time, you can get a fairly good idea using the reports that are available.


The Visits, Sales, and Top Customers Loyalty reports can all be helpful here. In particular, the Visits report lets you view the number of new visits over a selected time period, which can give you an indication of how many new Loyalty members may have joined during that timeframe.


You can also use the Activity log (found just below Reports in the navigation menu) alongside the Visits report to help fill in the full picture.


Hope this helps clarify what's currently possible with the available reporting tools!

Laurie
Community Moderator, Australia, Square
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Square Community Moderator

Solution

Hi @deanW 


While Square doesn’t currently offer a built-in report that specifically tracks the number of new Loyalty enrolments over time, you can get a fairly good idea using the reports that are available.


The Visits, Sales, and Top Customers Loyalty reports can all be helpful here. In particular, the Visits report lets you view the number of new visits over a selected time period, which can give you an indication of how many new Loyalty members may have joined during that timeframe.


You can also use the Activity log (found just below Reports in the navigation menu) alongside the Visits report to help fill in the full picture.


Hope this helps clarify what's currently possible with the available reporting tools!

Laurie
Community Moderator, Australia, Square
Sign in and click Mark as Best Answer if my reply answers your question.
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Thanks Laurie,

 

FWIW, seeing the number of total Loyalty enrollments over time would obviously be a very helpful report or metric in seeing progress in a Loyalty program.

 

Any idea when we might me able to get this implemented?

 

Many thanks,

Dean

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