Customer Outstanding points report

Objective

The Customer’s Outstanding Points Report gives a consolidated view of each customer’s total points balance, factoring in:

It helps business and operations teams track outstanding points, monitor rewards, and perform reconciliations.

The report shows one row per customer/account with the following columns:

Column Name	Description
Relation Reference	Customer or account identifier.
Total Earned Points	Sum of all points earned (rule credit engine, manual credit, tier bonus, campaign bonus, referral bonus).
Total Reversal Points	Points reversed or canceled by the system.
Total Redeemed Points	Points redeemed for rewards.
Total Expired Points	Expired points or points lost due to closed accounts.
Total Outstanding Points	Net points remaining: Earned – Reversal – Redeemed – Expired.

Note:

Total Earned Points: All points credited to the customer for the selected month.
Total Reversal Points: Points that were canceled or reversed.
Total Redeemed Points: Points used by the customer to claim rewards.
Total Expired Points: Points that expired or were lost due to account closure.
Total Outstanding Points: The remaining points a customer has available.

Always ensure all point transactions for the month are complete before reviewing the report.

Use the report to: