Understand Loyalty Analytics and Balances

Loyalty Analytics summarizes coupon use, reward points and customer wallet movement for operational review.

Permission required

Owners have full access. Managers and staff need Analytics or the relevant Loyalty Center access.

Review a period

Read loyalty performance

1. Open Loyalty Center → Analytics.
2. Choose Today, 7 Days, 30 Days, 90 Days or All Time.
3. Use search to find a coupon, customer or invoice when investigating a specific result.
4. Review Coupon Redemptions, Discount Given, Points Issued and Wallet Liability.
5. Use Overview, Coupon History and Points & Wallet to inspect the underlying breakdowns.

The page also distinguishes issued, redeemed and pending coupon claims; store credit issued and wallet used; customers rewarded; and points outstanding.

Interpret the balances

• Points Issued is the point activity awarded during the selected reporting context.
• Points outstanding is the current unconsumed points amount represented in customer wallets.
• Wallet Liability is the business-specific store credit still available to customers.
• Discount Given reflects sales-coupon impact, not cash paid out.

Important information

Wallet liability and reward points are operational loyalty balances. They are not a bank balance, cash-on-hand figure or statutory accounting conclusion. Reconcile them with the underlying transactions and your professional reporting process.

The Activity Feed currently indicates that a unified feed is coming later. Use the available coupon and wallet views for current investigation.

Tip

When a total looks unexpected, narrow the date period, search the customer or invoice, then open the related customer wallet or invoice before making a manual correction.

Related guides

• Configure Loyalty and Reward Rules
• Run Review Rewards and Redeem Coupons
• Use the Customer Profile and Timeline

Last reviewed: 12 July 2026