Export a customer's loyalty point history
This article applies to Greenbits.
You can audit a customer's loyalty points by exporting their loyalty point history as a .csv file.
- Go to Customers and select a Customer or Patient to view their profile.
- Select Export Loyalty History.
- Click the pop-up to download the .csv, or download it from the Tasks page.
- Open the .csv to view each change to the customer's point total including sales, returns, voids, and adjustments. Each change has a Receipt ID that you can use to look up more details about each change.
Learn how to adjust Loyalty Points in Back Office.
Find the answers to frequently asked questions about Loyalty Programs.