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How to Use the Reports Section in Ostana

Last updated 11 months ago
Reports

The Reports module in Ostana gives you real-time insights into your loyalty program’s performance—across customers, offers, rewards, referrals, and overall engagement.

This dashboard is essential for tracking ROI, identifying power users, and understanding what’s working (or not) in your loyalty strategy.

📁 Accessing Reports

  1. Log in to your Ostana Dashboard at https://portal.ostana.io.

  2. Navigate to the Reports tab on the left sidebar

  3. Choose between the Reports or Transactions sub-tab

📄 Available Report Types

🧑‍💼 1. Customer List Report

Provides a high-level view of all your members:

  • Name, contact info, join date

  • Total points, membership status

  • Last activity timestamps

📌 Use it for:

  • Relationship management

  • Filtering high/low engagement members

📋 2. Customer Detail Report

Drills into individual member profiles to show:

  • Points earned and spent

  • Rewards claimed

  • Offers used

  • Recent transaction history

📌 Use it for:

  • Supporting customer queries

  • Spotting VIP or at-risk users

  • Tailoring one-to-one experiences

🕒 3. Customer Sign-In Report

Shows login history and account engagement:

  • Join date

  • Sign-in timestamps

  • Source of signup (In-Store, Online, Ostana Portal)

📌 Use it for:

  • Tracking adoption and login behaviour

  • Identifying inactive accounts

🎁 4. Reward Summary Report

Summarizes reward activity:

  • Total rewards claimed

  • Points required

  • Redemption timestamps

  • Member participation levels

📌 Use it for:

  • Measuring reward popularity

  • ROI of specific incentives

  • Planning future reward strategy

🎯 5. Offer Summary Report

Shows how your offers are performing:

  • Offers triggered or claimed

  • Points issued

  • Engagement and usage over time

📌 Use it for:

  • Optimizing offer timing and content

  • Comparing performance across campaigns

🤝 6. Customer Referral Report

Tracks referrals made and earned:

  • Referrer name

  • Referee name

  • Points awarded

  • Signup timestamps

📌 Use it for:

  • Monitoring viral growth

  • Spotting top referrers

  • Validating program effectiveness

📜 Reports History

Once generated, reports will be listed in the Reports History section for download or reference.

  • Each report shows a timestamp

  • Click to download or revisit previous reports

  • Currently: “No reports found” until first report is run

🧠 Pro Tips

  • 🗓 Download reports weekly or monthly for historical tracking

  • 🔍 Filter by tiers, spend, or lifecycle stages to get deeper insights

  • 🧾 Export to Excel or CSV for internal use or presentations

🔍 FAQs

Q: Can I export these reports?
Yes—all reports can be downloaded as CSV files for further analysis.

Q: How often is data refreshed?
Data is updated in near real-time and recalculated as member activity occurs.

Q: Can I automate report delivery?
Scheduled report automation is in development. For now, reports are manually generated.