Welcome to Loyalife- Reports!
Click below for a step-by-step walkthrough of our product
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5.0 - Reports
P
Product Marketer@Xoxoday
Updated: Apr 07, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Giift, powered by Supademo.
Steps
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Welcome to Loyalife- Reports!
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Step 2
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Click on "Report Setup".
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For example, we can create a custom accrual report by defining exactly which columns should appear.
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Now, Click to select attributes
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Choose from "Local Attributes".
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Select the frequency
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Click on "to select the filter".
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By default, reports are private to the creator, but can easily be shared with colleagues by selecting appropriate team members, facilitating collaborative analysis across departments.
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Click on "Save".
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Once saved, these reports will be automatically generated according to your specified schedule.
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with the same configuration principles applying across all report types including member,
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communication,
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Click on "Liability".
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The system automatically logs all file uploads, showing processing status and success rates, providing complete transparency into data integration activities.
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Report settings allow you to customize generation parameters
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Click on "Cancel".
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Click here.
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it's important to note that while the report files may be removed from the interface after a specified period, the underlying data always remains accessible in the database.
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The system maintains separate report files to preserve point-in-time snapshots for audit purposes, allowing you to backtrack and verify historical data integrity whenever needed.
This comprehensive reporting framework ensures you always have access to the right information at the right time for both operational and strategic decision-making.