Running the Customer Points Statement Report

Use the Customer Points Statement Report to update your customers on their points program status for  customers participating in the Customer Points program. Each customer selected receives a separate printed statement.

This report prints the following:

• All the plans and all the minimum targets for all the plans in the master program.

• Totals without adjustments or redemptions.

• Total summary with the total redeemed amounts.

• Plans from customer setup with asterisks.

To run the Customer Points Statement Report:

1. From the Reprts > End of Month Reports > Customer Reports menu, select Customer Points Statement to display the Customer Points Statement screen.

2. In the Header Branch field, enter the branch number to list in the header of the report.

3. In the Home Branches field, enter the home branches to include in the report. Separate branch numbers by commas, such as 1, 2, 4, or enter ALL to include all branches.

4. In the Customer field, enter the customer name for which to run the report. To enter a list of customers, use the Multi hot key.

5. In the Year field, enter the year for which to run the report.

6. In the Master Program field, select the program in which the customer is enrolled and for which to run the report.

Note: The report runs with the default plan when printing all plans for a master program.

7. In the Plan field, select the plan in which the customer participates and for which to run the report.

8. In the Print Default field, enter Y to print each statement; otherwise, enter N.

9. Set options, if needed, and generate the report.

See Also:

Customer Points Report