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Disclaimer: This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
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The Loyalty Points Liability report retrieves the value of loyalty points liability that your business accrued, redeemed, expired, or refunded. In addition, this report helps you to ascertain the amount of liability that will be carried over in the book of accounts. Use this report to track whether the loyalty points liability at your centers increased or decreased over a specific duration.

This article consists of the following sections:

Navigation

  1. In Zenoti, from the main menu, click the Reports tab.
    The Reports Dashboard page opens.

  2. Click Try the New Version.

3. Search for and open the report.
The Loyalty Points Liability report opens on a new tab.

4. Depending on your requirement, select the desired filters.
Note: You can view the report only for those centers to which you have access.

5. Click Refresh.
The report is generated based on the selected filters.

Filter Criteria

Filter Name

Options

Description

Centers

  • All

  • List of centers

Enables you to view the report for all centers or for only the selected centers.

Liability Type

  • By Value

  • By Sale

Enables you to view the report by either:

  • Value: value of the loyalty points.

  • Sale: sale price of the loyalty points.

Dates

  • Yesterday

  • Today

  • Last 7 days

  • Last 14 days

  • This Month

  • 2 Months

  • 3 Months

  • 6 Months

  • 1 Year

  • Custom

Enables you to select the date range for which you want to view the report.

Column Descriptions

Column Name

Description

Additional Information

Center Name

Center in which the loyalty points was accrued.

Opening Balance

Balance amount of loyalty points liability that is carried forward from the previous accounting period.

This value is the liability balance at the start of the specified time period (from the Dates filter).

Accrued/Sold

Amount of liability that is generated from the issuing of loyalty points.

Redemptions

Amount of liability that is redeemed on the selected day or during the specified time period (from the Dates filter).

Refunds

Liability value that is refunded on the selected day or during the specified time period (from the Dates filter).

Expired

Amount of liability that expired on the selected day or during the specified time period (from the Dates filter).

Closing Balance

Balance liability amount of loyalty points that is carried forward to the next accounting period.

This value is the liability balance at the end of the specified time period (from the Dates filter).

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