Analytics Features
- Spyroulla Ioakim
- Georgia Kountouri
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 |
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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 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 |
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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 |
| 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. | 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:
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:
| New Feature | 5.4.6.0 |
V5-2558 | Insights: Payments | Ability to run insight for payments based on
| 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
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:
| 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 |
V5-4499 | Ability to maintain information in Mongo for up to 90 days | The default practice is for CRM.COM to retain Mongo information for a duration of 90 days. Data older than 90 days is automatically removed. With the optional (licensing) feature enabled, Mongo data will not be deleted, but this entails a usage charge. | Improvement | 5.6.0.3 |
V5-4692 | Ability to create an Insight for Credit Notes | Ability to create an Insight for Credit Notes with the option to include 'Submitted by User' criteria. | Improvement | 5.6.04 |
V5-4653 | Ability to create an Insight for Refunds |
| New Feature | 5.6.04 |
V5-4074 | Report Scheduling Enhancements | Ability to support report re-scheduling in terms of updating existing scheduled reports filters/attributes/groups/format settings/recipients/etc. | Improvement | 5.6.04 |
V5-4623 | Track and measure self-service access | Track and measure self-service actions - each metric should be calculated on aggregation level
| Improvement | 5.6.0.5 |
V5-5223 | Ability to perform Award Insights based on Reward Offer types | Ability to perform Award Insights based on Reward Offer types and goals | Improvement | 5.7.0.0 |
V5-5126 | Include billed period in Invoices/Credit Notes Insights UGD exports | Include billed period in Invoice and Credit Note Insight UGD exports | Improvement | 5.7.0.0 |
5-5466 | New Reports: Passes Summary & Passes Analysis | New Release Reports allow businesses to monitor their Passes performance and redemption across the Business Network. Ability to monitor at which organisation (e.g. merchant) a Pass was redeemed, allowing the business to monitor passes redeemed in their network. | New Feature | 5.7.1.1 |