Monthly Report

Overview

This task generates a comprehensive monthly PDF report with customer club membership statistics, including member counts by store, new member growth trends, and point-of-sale data. The report is emailed to configured recipients.

Identifier

When to Use

Enable this task when you need:

• Monthly membership performance tracking
• Store-level member statistics
• Executive reporting on loyalty program
• Automated report distribution

Configuration Properties

Required Settings

Optional Settings

Behavior

What It Does

1. Collects membership statistics for the previous month
2. Gathers data by store:
   • Total members per store (last 12 months trend)
   • New members per store (monthly breakdown)
   • Members by age group and gender
   • Point-of-sale statistics
3. Generates a branded PDF report with tenant logo
4. Emails the report to configured recipients

Report Contents

The PDF report includes:

• Header: Tenant branding and report date
• Monthly Totals Table: Member counts by store over 12 months
• New Members Table: New member acquisition by store
• Demographics: Member breakdown by age group
• POS Statistics: Point-of-sale performance data

Prerequisites

• Customer Club settings must be configured
• ReceiveMonthlyStoreReport must be true
• Email recipient must be configured
• Store data must exist in the system

Side Effects

• Sends email with PDF attachment
• No data modifications

Example Configuration

{
    "ImplementationType": "CustomerClubMonthlyReportScheduledTask",
    "Schedule": "0 7 1 * *",
    "IsDisabled": false
}

Recommended Schedule

Run monthly on the 1st day at 7:00 AM (0 7 1 * *) to generate the previous month's report.

Related Tasks

• Add Stats Customers - Feeds data for reports