Marketing Reports Overview

In this Article:

• Marketing Reports Introduction
• Navigate to Marketing Reports
• Breakdown of Marketing Reports
  • Guestbook Report
  • Guest Summary Report
  • Guest Credits Report
  • Rewards Accounts Report
  • Rewards Transactions Reports
• Additional Resources

Marketing Reports Introduction

Marketing reports provide information about customers who have visited your restaurant, contact information via digital receipts, and rewards activity. This data will allow you to manage a more direct marketing strategy with your customer base and view who your most loyal customers are. Note that there is currently no exportable report that will show your guests' addresses. 
 

Navigate to Marketing Reports

In , navigate to Reports. Using the reports navigation on the left-hand side of the screen, select Marketing to open the drop-down and choose the report you'd like to view.

You'll need the 4.13 Customer Credits & Reports permission to access Marketing reports. For more information on permissions, check out the .


 

Breakdown of Marketing Reports

Guestbook Report

Leverage data such as big spenders, guests who have not ordered in a while, and repeat guests.

Guest Summary Report

The Guests, Gift Cards, and Loyalty Summary provide a count of all active and inactive gift cards, as well as rewards accounts. Below that table you'll see a summary of Rewards Transactions, which displays the number of transactions and the amount of points for each type of transaction (add value, void add value, signup bonus, etc.). The Rewards Transactions table also details the starting liability, ending liability, and net liability change for rewards points. 


 

Guest Credits Report

If you use customer/guest credits, you can view your saved credits to customer accounts that can be redeemed when paying. To learn more about how to configure and use customer credits, check out this Toast Central article: .


 

Rewards Accounts Report

The Rewards Accounts report is an exportable report of all rewards accounts and their current point balances. You can also view/edit details about each card and manually adjust gift card/rewards point balances from this report. To learn more, check out this Toast Central article: .


 

Rewards Transactions Report

This report provides real-time data on the rewards transactions that are occurring. This includes Add Values and Redemptions. 


 

Additional Resources for Marketing Reports