RB User Guide > Payables > Reward Points Analysis

Analyzing point activity

Get a breakdown of clients’ point activity by month, quarter, and year.

  1. Set search parameters

    1. Payables > Reward Points Analysis
    2. In the Search By pane, specify the following search filters:
      • Activity Type

        Categories of what can be done with points. Default is ALL. Click lookup button to restrict search to specific activities (see Lookup panel).

      • *Transaction Date From/*Transaction Date To

        Default is this month. Change date range, if desired (see Date Navigator).

      • Firm

        Click lookup button to select a firm in the Lookup Firm popup. See Looking up firms.

      • Contact

        If a firm is selected, you can restrict the search to a single contact at the firm by selecting them in the drop-down.

      • Redemption Type

        Categories of what users can get for points. Default is ALL. Click lookup button to restrict search to specific redemption types (see Lookup panel). Redemption types are set in Lists > Others.

  2. View results

    1. Click search button. RB9 displays a list of the contacts, grouped by firm, that meet the specified search condition(s) in year-to-date totals. The list is uneditable.
    2. To view details, click Expand/Collapse >
      • Expand Firm

        Firms expand to display points by contact.

      • Collapse Firm

        Contact points listings are merged together to display points by firm.

      • Expand Date

        Yearly grouping(s) expand to display points by quarters and months.

      • Collapse Date

        Expanded grouping(s) condense to display points by year.

      • See Using interactive reports for more information.

  3. Export/print results

    To export and save the results, click export button > Export to Excel. See Exporting & printing results.

Reference
Step-by-step instructions