Introduction

The Loyalty Location Report aggregates Restaurant Partner’s loyalty activity data and provides a snapshot of the latest status of their loyalty program. The Restaurant Partner also can drill down by location, order type, platform, and product.

Limitations

Feature Availability

This feature is available on the New Admin Dashboard only

Data Definition

Orders

Unlike other new reports and dashboards that are available on the New Admin Dashboard, the Location Loyalty Report includes all loyalty activities, including accruals and redemptions from applicable in-store orders

Dates

For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed

Data Update Frequency

All metrics are updated every hour

Restaurant Experience

Accessing the Report

In the top navigation bar, click on the “Analyze” button
In the side menu bar, click on the “Reports” button
Scroll to the “Operations” section and click on the “Location Loyalty Report” button

Defining the Reporting Parameters

The top section of the page can be used to define the parameters of the report.

Date Range

The dropdown menu can be used to select one of the following pre-defined date ranges: this week, this month, this year, last 7 days, last 30 days, last 3 months, and last year

Alternatively, the date picker to the right of the dropdown menu can be used to set a custom date range

By default, month to date is chosen

Time Zone

In the time zone section, choose which time zone should be used to determine the order fulfillment date and time
By default, EST is selected

Locations (Single-Brand) or Areas (Marketplace)

In the Locations (single-brand) or Areas (marketplace) field, use the dropdown menu to select which location(s) or area(s) should be included; multiple options can be selected

Alternatively, you can also type in a location or area name directly in the field. As you type, the drop-down list will show locations or areas whose names most closely match the input. Once you see the location or area you want to pick, click on the name.
- Multiple options can be added

By default, all locations or areas are selected

Order Type

Use the dropdown menu to select which of the following order types(s) should be included; multiple options can be selected
- Pickup
- Delivery
- Dine In
- Pocket Kiosk
By default, all order types are selected

Platform

Use the dropdown menu to select which of the ordering platform(s) should be included; multiple options can be selected
- Android
- App Subscription (Subscription orders)
- Toast (Scan-to-Pay orders)
- iOS
- Web
By default, all platforms are selected

Product

Use the dropdown menu to select which of the ordering product(s) should be included; multiple options can be selected
- Catering: Catering orders
- Direct Order: Non-recurring (i.e., non-subscription) Web and App orders
- Pocket Kiosk: Pocket Kiosk orders
- Scan for Loyalty: In-store orders for which a QR code was scanned for loyalty accrual or redemption
- Scan To Pay: In-store orders paid with Scan-to-Pay
- Subscription: Subscription orders
By default, all products are selected

Loyalty Label

The Loyalty Label field can be used to select what types of loyalty triggers (e.g., Sign-Up Bonus) you want to report on
Select from the dropdown menu which loyalty trigger(s) you want to report on; multiple options can be added

All options are selected by default

Apply Filters

Once the desired options are selected, continue refining other criteria or click on the “Apply Filter” button to apply the parameters
- Please note that clicking on the “Apply Filter” button will apply all changes to reporting parameters

Data Definition

Orders

Unlike other new reports and dashboards that are available on the New Admin Dashboard, the Location Loyalty Report includes all loyalty activities, including accruals and redemptions from applicable in-store orders
Loyalty activities from in-store orders are included to provide a comprehensive understanding of how the restaurant's loyalty program is performing

Dates

For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed

Data Update Frequency

All metrics are updated every hour

Understanding the Data

Executive KPIs

At the top of the page is a set of summary statistics that shows the following metrics for the all selected locations (for single-brand Restaurant Partners) or areas (for Marketplace Restuarant Partners)

Metric	Description
Loyalty Guests	Number of guests who have at least one loyalty transaction (e.g., earned or redeemed points, received award points)
Total Spend	Sales + Tax + Tip + Service Charges - Discounts - Redeemed Loyalty
Average Loyalty Revenue %	`Redeemed Loyalty` divided by `Total Spend` A metric that shows what percentage of guests' total spend the restaurant is offering as an incentive (i.e. “giving away”) through the loyalty program
Earned Points	Total number of points earned through in-store and online orders
Awarded Points	Total number of points awarded to the guest by the restaurant staff
Redeemed Loyalty	Total loyalty credits redeemed by the guest When an item is redeemed as a reward, the retail price of the item is recorded

Data Table

The detailed data table shows the below metrics by location (for single-brand Restaurant Partners) or area (for Marketplaces)

Metric	Description
Location (Single-brand) or Area (Marketplace)	The name of the applicable location “No Associated Location” or “No Associated Area” line shows any loyalty activities that are not associated with a particular location. These activities include any points that were awarded to the guest using the “Award Loyalty” button on the guest’s account page on the Admin Dashboard.
Total Spend	Total guest spend per location Spend is defined as `Sales + Tax + Tip + Service Charges - Discounts - Redeemed Loyalty`
Loyalty Revenue %	`Redeemed Loyalty` divided by `Total Spend` A metric that shows what percentage of guests' total spend the restaurant is offering as an incentive through the loyalty program
Earned Points	Total number of points earned through in-store and online orders
Awarded Points	Total number of points awarded to the guest by the restaurant staff
Refunded Points	Total number of points refunded to the guest
Awarded Loyalty	The total amount of credits awarded to the guest by the restaurant staff
Redeemed Loyalty	The total amount of credits redeemed by the guest
Refunded Loyalty	Total amount of credits refunded to the guest

Navigating the Report

Navigating Within the Table

The scroll bars at the bottom and the right end of the table can be used to scroll horizontally or vertically

The previous and next buttons as well as the page number field in the pagination bar can be used to move between multiple pages

Sorting the Columns

To order the table by one of the columns, click on the column header of the column you wish to sort by

By default, it is ordered alphabetically in ascending order by location or area name

Creating Filters

To create filters, click on the Filter button in the upper right corner of the table and specify which columns you wish to filter the table by
- To add multiple filtering criteria, click on the “Add filter” button

Exporting

The Export button in the bottom right corner of the table can be used to generate a CSV or PDF export of the data, with the same column names

If you have trouble accessing the export button, please click on the menu bar button to collapse the side menu bar