Loyalty & Gift Card Reports
Feature Overview
The Loyalty & Gift Cards category provides reports on your customer loyalty program and gift card activity. These reports help you understand guest engagement, track point accruals and redemptions, and manage your gift card program — including bulk updates and master card lists.
Prerequisites / Requirements
- Your account must have Reports view or edit permissions.
- The Loyalty Program must be activated for your restaurant for loyalty reports to contain data. See Settings > Loyalty Program.
- The Gift Card program must be active for gift card reports to contain data. See Settings > Gift Cards.
Available Loyalty & Gift Card Reports
| Report | What It Shows |
|---|---|
| Gift Cards | Gift card activity, import history, and master list of all cards |
| Loyalty Program | Member details, point accruals, and redemption history |
| Loyalty Goals | Overview of loyalty program objectives and progress |
| Loyalty Usage | Customer engagement and usage frequency tracking |
| Loyalty Members Batch Update (Beta) | Bulk update tool for loyalty member data |
Step-by-Step Guide
- From the Reporting Hub, click the loyalty or gift card report you want to run.
- Set the date range using the date picker at the top.
- Apply any available filters (member, card number, Revenue Center).
- Review the report data.
- Click Download or Export to save the results if available for that report.
Common Troubleshooting / FAQs
Q: The Loyalty Program report shows no members. Confirm that the Loyalty Program is active in Settings > Loyalty Program and that guests have enrolled by making purchases through a registered Katalyst account. Anonymous purchases do not create loyalty members.
Q: A gift card does not appear in the Gift Cards report. Gift cards only appear in this report once they have been activated (either purchased online or through the POS). If a card was recently issued, allow a few minutes and refresh the report.