# Sales Activities

In a loyalty and customer engagement program, sales and purchase activities play a crucial role in determining the success of the program. By tracking and analyzing these activities, businesses can gain valuable insights into the behavior and preferences of their customers, which can then be used to create more effective and personalized loyalty experiences.

By tracking sales and purchase activities, businesses can determine which products or services are most popular with their customers, and they can use this information to create targeted promotions and offers. This can help increase customer engagement and drive more sales.

By monitoring the frequency and amount of customer purchases, businesses can measure the level of customer loyalty and determine which customers are most valuable to the business. This information can then be used to create targeted loyalty rewards and incentives that are designed to retain and engage these valuable customers.

By tracking sales and purchase activities, businesses can also gain a deeper understanding of the individual preferences and needs of their customers. This information can be used to personalize the customer experience, creating more meaningful and engaging interactions that help build stronger relationships with customers.

# Overview

This report provides a comprehensive view of all purchase transactions made by program members. It displays valuable information such as the member's ID, first name, last name, email, product name, product SKU, activity name, activity date, status, and details.

By clicking the "+" icon on the report header, the user can add or remove columns from the report, allowing them to customize the report to their specific needs.

Clicking the Details icon will open a sidekick dialog with a detailed view of the purchase transaction, including information such as the activity details, member details, and any additional attributes related to the purchase activity. This information provides valuable insights into the purchase behavior of program members and helps the business to make informed decisions.

# Sales Activities Report Toolbox

The toolbox provides a user-friendly interface for managing and analyzing the Sales Activities data.

# Filtering Data

With the filtering option, you can easily sort through the data and display only the relevant information.

# Saving Reports

The saving feature allows you to save multiple report views with specific criteria so that you can quickly access the reports you need.

# Listing Saved Views

The listing feature lists all the saved views so you can quickly switch between the different views.

# Refreshing Data

The refreshing option updates the report with the latest data, ensuring you have access to accurate information.

# Downloading Reports

The download feature generates a report in spreadsheet format that you can save or share as needed.

# Activity Details

The Purchase Details dialog is an in-depth view of a specific purchase transaction made by a member in the loyalty program. This dialog is accessed by clicking on the "Details" icon in the Purchase Activities Report.

# Purchase Details

The first section, Activity Details, provides information about the transaction such as the Activity ID, Activity Date, Transaction ID, Activity Type, and Activity Status. The Activity Status can be changed from Waiting, Active, or Disabled using a dropdown list.

# Product Details

The second section, Product Details, displays information about the product that was purchased including its name and SKU.

# Member Details

The third section, Member Details, showcases information about the member who made the purchase such as their First Name, Last Name, and Email etc.

# Activity Configuration Details

The fourth section, Activity Configuration Details, displays the parameters that were used when creating the activity widget.

# Points Configuration Details

Finally, the fifth section, Points Configuration Details, displays the rules for awarding points for the purchase activity.