Loyalty Points Liability report (v2)
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.
Accountants and center managers can use this report to retrieve the value of the loyalty points liability that your business accrued, redeemed, expired, or refunded, to ascertain the amount of liability that will be carried over in the book of accounts, and to track whether the loyalty points liability increased or decreased over a specific duration.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Loyalty Points Liability report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Column | Description |
Center Name | Center in which the loyalty points were 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 date range. |
Accrued/Sold | Amount of liability that is generated from the issuing of loyalty points |
Redemptions | Amount of liability that is redeemed during the date range |
Refunds | Liability value that is refunded during the date range |
Expired | Amount of liability that expired on the selected during the date range |
Closing Balance | Balance liability amount of loyalty points that are carried forward to the next accounting period. This value is the liability balance at the end of the date range. |