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[Analyze] Location Loyalty Report

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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

    _SCD__Analyze_Tab_-_Sanitized.png

  • In the side menu bar, click on the “Reports” button

    Reports_Button.jpg

  • 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

 

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