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ANALYTICS

Issue Key

Summary

Description

Issue Type

Release

V5-1066

Reporting and visibility on expired awards or to be expired awards

Have the ability to report on already expired awards or to be expired in X period.

New Feature

Candidate Features

V5-941

Analyse data with ready-made reports

Ready-made reports that can be emailed to designated users

Story

5.1.0.0

V5-919

Enhance Segment refresh frequency configuration

Set how often a segment should be refreshed, allowing for daily, weekly, and monthly settings. 

Improvement

5.3.1.0

V5-822

Merchants / Venue Report

Report to show Merchant / Venue performance.

Merchant / Venues Rewards Analysis - View a list of merchants and venue awards with an analysis of their performance for a period of time.

Improvement

V5-802

Product Data in Events

Ability to specify Product Data in Insight Analytics Filters and Breakdowns

Improvement

5.3.0.0

V5-773

Segmentation Country of Agreement Enhancement

Ability to segment contacts based on their country of agreement

Improvement

5.3.0.0

V5-458

Insight Analytics 

Ability to construct queries on the http://CRM.COM embedded BI

Ability to visualise data in pie charts, bar charts

Story

5.2.2.0

V5-430

Contacts Rewards and Orders Analysis Reports

The contacts Rewards and Orders Analysis report provides an analysis of the contact's reward and ordering behaviour.

Story

5.2.3.0

V5-200

Contacts summary report

Contacts summary report, ability to report on all contacts, including their financial data

New Feature

V5-2514

Settlement Report for Merchants / Service Providers

Report that provides analysis of settlement and fees applied for a period of time

New Feature

5.4.5.7

V5-2302

New Contacts Wallet Transactions Report 

The new report is available, showing contact wallet transactions by Merchant/Venue.

Improvement

5.4.5.3

V5-2219

Enhanced Financial Events Analytics

  • Mask Passcode in Organisations Rewards Statement (CIM)

  • Implement Insights for Financial Events

Improvement

5.4.5.3

V5-2140

Reports and Analytic Exports are to be sent with Service Owner SMTP integration if Business SMTP integration is not configured

Reports and Analytic Exports are to be sent with Service Owner SMTP integration if Business SMTP integration is not configured

Improvement

5.4.4.1

V5-2102

Rewards Analytics Enhancements

Ability to retrieve analytics for achievement customer events and filter based on purchase classification

Improvement

5.4.5.2

V5-2044

New Report: Contact Financial Analysis

Analysis of financials by contact for a period of time

New Feature

5.4.5.2

V5-2043

Enhanced Customer Events reports

Reposition reports on Rewards.
Reports should be enhanced so as to provide more general information about all events that triggered an award to the contact

Improvement

5.4.5.2

V5-2012

Report Scheduling Enhancements

Ability to schedule reports to run on a pre-defined frequency and to be sent to multiple recipients (as long as they have an authorised email)

Improvement

5.4.5.8

V5-1893

Enhanced Dashboard to include Rewards and Subscription dashboard components

Enhanced Dashboard to cover basic dashboard components for both Rewards and Subscription dashboard components

Improvement

5.4.4.1

V5-1715

Subscriptions Report

List of subscriptions along with their services and devices (if any)

New Feature

5.4.3.1

V5-1669

Ability to export Insights results

Ability to export insights results in a CSV format (tabular) via a communication sent to the user that requested such export

Improvement

5.4.4.0

V5-1646

Report: Reward Offers Performance

New Report: Reward Offers Performance

New Feature

5.4.4.0

V5-2398

Insights: Invoices

New Insights for Invoices to support reporting, such as:

  • Net Sales without VAT

  • Top Clients Sales Monthly Quarterly Yearly

  • Top Products Sales Monthly Quarterly Yearly

Insights export to include all amounts (total, net, tax, discount)

New Feature

5.4.6.0

V5-2402

Report: Stock

Stock Report in Inventory group of reports:

  • SKU

  • Name

  • Stock balance

  • Reserved

  • Returns

  • Rented

New Feature

5.4.6.0

V5-2558

Insights: Payments

Ability to run insight for payments based on

  • Payment method

New Feature

5.4.6.1

V5-2940

Include custom fields in the Contacts Financial Analysis report

Include Contacts custom fields in the Contacts Financial Analysis report

Improvement

5.4.6.4

V5-3191

Include custom fields in any Report that returns a list/summary of entities

Include custom fields in Orders details and Service Requests Summary reports. Custom fields are included in the list of available columns to be added to the report

Improvement

5.5.1.0

V5-2403

New Report: Accounting Analysis

The Accounting Analysis report shows the total amount amongst all transactions performed by all contacts

  • Period (e.g. September 2021, October 2021)

  • Total Invoiced

  • Total Credited

  • Total Paid

  • Total Refunded

  • Total Payouts

  • Discount

  • Tax

  • Revenue

  • Ageing Balance

In all cases, this includes total amounts (in the business' base currency, any other amounts are converted) and the total number of transactions

New Feature

5.5.2.0

V5-2402

New Report: Stock

New Stock Report in Inventory group of reports:

  • SKU

  • Name

  • Stock balance

  • Reserved

  • Returns

  • Rented

New Feature

5.5.3.0

V5-2557

New Report: Debtors

View a list of contacts with an outstanding debt to the business.

The report includes the total outstanding amount per account owner as well as for how long the debt is due, separated into five ageing buckets of 30 days each.

The ageing analysis is performed using the transactions posted to date

New Feature

5.5.3.2

V5-3899

Ability to run Debtors report with an 'as of a date in the past

Ability to run Debtors reports with an 'as of' date in the past. This date should be the first day of the month.

Improvement

5.5.3.6

V5-4315

Include Awarded amount in Purchases Insights

Purchases Insights to display 'awarded amount' in exported UGD file. Enhanced UGD export using product / merchant / venue breakdowns

Improvement

5.6.0.0