How It Works
rediem provides exportable loyalty and referral reports directly from the merchant admin. Monthly reports can also be scheduled to be sent automatically by email.
Finance teams can monitor point liability, marketers can track program performance, and referral owners can verify that rewards are redeemed as expected—all without logging in to the merchant admin.
rediem offers three loyalty reports and two referral reports. All reports are exported as CSV files.
Loyalty Reports
Overview Report: A monthly summary of program activity, including total customers, loyalty members, actions completed, points earned, actions per participating loyalty member, and the most popular action and reward.
Point Liability Report: A customer-level breakdown of points earned, redeemed, and expired, and each customer's closing point balance.
Leaderboard Report: A ranking of loyalty members by total point value, including each member's name and email.
📋 Note: The Point Liability Report represents the outstanding financial liability of unredeemed points. Earned points can appear as negative values when points are removed, such as after a refund or manual adjustment.
Referral Reports
Advocate Shares: A record of every referral share, including placement, the advocate's email, sharing channel, and date shared.
Referral Report: A record of each referral, including advocate and friend details, the reward issued, the friend's order number and purchase total, and the referral status. Rejected referrals include a rejection reason.
📋 Note: The Referral Report includes IP address and browser data for advocates and friends, used to detect fraudulent referrals such as an advocate referring themselves. Handle this data carefully to protect PII.
Loyalty analytics reports update monthly. On the 1st of each month, the previous month's reports become available for export.
How To Set It Up
How To Export Loyalty Reports
Go to Analytics → Loyalty.
Scroll to the Monthly Reports section.
Click Export next to the report to download.
How To Schedule Automated Monthly Reports
Go to Analytics → Loyalty.
In the Monthly Reports section, click Setup Auto Export.
3. In the Monthly Report Email window, enter the email address where the reports should be sent. Separate multiple email addresses with a space.
4. Click Save.
💡 Pro tip: Add a finance or accounting team email to receive the Point Liability Report automatically each month to track liabilities and outstanding balances.
How To Export Referral Reports
Go to Referrals → Analytics.
Scroll to the Reports section.
Click Export next to Advocate Shares or Referral Report.
Key Notes
All loyalty and referral reports export as CSV files.
Loyalty analytics reports update monthly, with the previous month's data available for export on the 1st.
The Point Liability Report can show negative earned points after a refund or manual adjustment.
The Referral Report includes a rejection reason for any rejected referral.
The Referral Report includes IP address and browser data for fraud detection. Handle it carefully to protect PII.
Monthly reports can be emailed automatically instead of exported manually.