Overview
The Loyalty Report is designed to give venue operators clear visibility into sales activity generated when customers scan their Shift4 Venue Wallet QR Code. This report helps you understand how your loyalty program is performing by breaking down transactions by loyalty member, affiliation, discount usage, and integrator.
Navigating to the Report
The Loyalty Report can be found within the reports section of DataNow. Once opened, the dashboard defaults to displaying data for today's date.
Dashboard Filters
Before diving into the report sections, it is important to understand the available filters. These allow you to narrow down the data to exactly what you need.
| Filter | Description | Required? | Default Value |
| Calendar Date | Filters all report sections by the date loyalty QR scans occurred | ✅ Yes | Today |
| Loyalty Member | Filter by a specific loyalty member's name | No | All |
| Loyalty Member ID | Filter by a specific loyalty member's unique ID | No | All |
| Affiliation | Filter by a member's affiliation (e.g., group or organization) | No | All |
| Discount Name | Filter by a specific discount or promotion name | No | All |
| Integrator | Filter by the point-of-sale or ordering integrator | No | All |
| Payment Status | Filter by the status of the payment transaction | No | Settled, Refunded |
💡 Tip: The Calendar Date filter is required and defaults to today. Most other filters are dependent on the date range selected. Adjust the date range first before applying additional filters for the most accurate results.
Report Sections
The Loyalty Report is organized into four key sections, each providing a different level of detail about your loyalty activity.
1. QR Scan KPIs
What it shows: This section sits at the top of the dashboard and provides a high-level summary of loyalty performance for the selected filters. Think of it as your at-a-glance scorecard.
Metrics Included:
| Metric | Description |
| Loyalty Orders | Total number of orders placed where a loyalty QR code was scanned |
| Loyalty Members | Total number of unique loyalty members who scanned during the period |
| Net Discounts | Total value of discounts applied to loyalty transactions |
| Amount Settled | Total dollar amount settled from loyalty-driven transactions |
How to use it: Use this section to quickly assess the overall impact of your loyalty program for any given day, event, or date range. Compare Loyalty Orders and Amount Settled to gauge how much revenue is being driven by loyalty members versus the total discount value being offered.
2. Sales by Loyalty Member and Affiliation
What it shows: This table breaks down sales performance at the individual loyalty member level, including their affiliation. It is sorted by Loyalty Orders in descending order, so your most active members appear at the top.
Columns Included:
| Column | Description |
| Loyalty Member | The name of the loyalty member |
| Loyalty Member ID | The unique identifier for the loyalty member |
| Affiliation | The group or affiliation associated with the member |
| Loyalty Orders | Number of orders placed by this member via QR scan |
| Amount Settled | Total settled revenue from this member's transactions |
| Discounts | Number of discounts applied to this member's orders |
| Net Discounts | Total value of discounts applied to this member's orders |
How to use it:
- Identify your top loyalty members by order volume or settled revenue
- Understand which affiliations are most active within your loyalty program
- Spot members who are receiving a high number of discounts relative to their spend
- Use the Affiliation filter to isolate specific groups (e.g., season ticket holders, corporate partners)
3. Sales by Loyalty Member and Integrator
What it shows: This table is similar to the member and affiliation view above, but adds an additional layer of detail by including the Integrator — the point-of-sale or ordering system through which the transaction was processed. It is sorted by Loyalty Orders in descending order.
Columns Included:
| Column | Description |
| Loyalty Member | The name of the loyalty member |
| Loyalty Member ID | The unique identifier for the loyalty member |
| Integrator | The system or platform that processed the transaction |
| Affiliation | The group or affiliation associated with the member |
| Loyalty Orders | Number of orders placed by this member via QR scan |
| Amount Settled | Total settled revenue from this member's transactions |
| Discounts | Number of discounts applied to this member's orders |
| Net Discounts | Total value of discounts applied to this member's orders |
How to use it:
- Determine which ordering platforms or POS systems are most frequently used by loyalty members
- Identify if loyalty program adoption is stronger through one integrator versus another
- Use in combination with the Integrator filter to focus on a specific ordering channel
- Helpful for venues with multiple food & beverage operators or ordering systems to understand loyalty activity by vendor
4. Discounts by User and Affiliation
What it shows: This table focuses specifically on discount usage tied to loyalty members. It is sorted by Discounts in descending order and only includes records where a discount was actually applied.
Columns Included:
| Column | Description |
| Loyalty Member | The name of the loyalty member |
| Loyalty Member ID | The unique identifier for the loyalty member |
| Affiliation | The group or affiliation associated with the member |
| Discount Name | The name of the specific promotion or discount applied |
| Discounts | Number of times this discount was used by this member |
| Net Discounts | Total value of this discount applied to this member's orders |
How to use it:
- Identify which discounts or promotions are most frequently redeemed by loyalty members
- See which members are the highest discount consumers and evaluate whether that aligns with their overall spend
- Understand how discounts are distributed across different affiliations
- Use the Discount Name filter to evaluate the performance of a specific promotion across your member base
- Useful for promotion planning — understand which offers resonate most with your loyalty audience
Common Use Cases
| Scenario | Recommended Approach |
| Reviewing today's loyalty performance before/after an event | Keep Calendar Date set to today, review QR Scan KPIs |
| Evaluating a specific promotion's performance | Apply the Discount Name filter and review the Discounts by User and Affiliation table |
| Identifying your most valuable loyalty members | Sort Sales by Loyalty Member and Affiliation by Amount Settled |
| Understanding loyalty adoption by ordering channel | Use the Sales by Loyalty Member and Integrator table with the Integrator filter |
| Reviewing loyalty activity for a specific group | Apply the Affiliation filter across all report sections |
| Investigating a specific member's activity | Filter by Loyalty Member or Loyalty Member ID |
Tips & Best Practices
- 📅 Always set your date range first. The Calendar Date filter is required and all other filters are influenced by it.
- 🔄 Combine filters to get the most granular view — for example, filtering by both Affiliation and Discount Name to see how a specific group is using a particular promotion.
- 📊 Row totals are displayed at the bottom of each table, giving you a quick aggregate view without needing to export.
- 💳 Payment Status defaults to Settled and Refunded transactions. If you need to include other statuses, adjust this filter accordingly.
Support
For any issues or questions regarding the Loyalty Report, please contact:
📧 venuesupport@shift4.com
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