Use the Customer Points by Price Line Report to list the month-to-date and year-to-date accumulated points and purchase amounts for each price line purchased by customers participating in the Customer Points program. The report lists only those customers that have accrued points.
To run the Customer Points by Price Line Report:
From the Reprts > End of Month Reports > Customer Reports menu, select Customer Points by Price Line to display the Customer Points by Price Line Report screen.
In the Home Br/Tr/All field, enter the home branch or territory for which to run the report. To run the report for all branches and territories, enter ALL.
In the As of Date field, enter the date as of which to calculate points. The system populates the field with the current date. This field supports variable dates.
In the Customer field, do one of the following:
To run the report for one customer, enter the customer's name.
To run the report for all customers, leave the field blank.
To run the report for multiple customers, use the Customer hot key to display the Customer Selection screen. Enter the name of each customer to include on the report and press Esc. *Multi* displays in the Customer field.
In the Program field, enter the points program for which you want to run the report, as needed.