MR230: Points Activity

The MR230 report displays points that were added and/or redeemed within the date range, including metrics about point accumulation or redemption by point promotion or option. 

Report definitions

Click here for details on each of the fields that appear in the MR230 report.Click here for details on each of the fields that appear in the MR230 report.

Points Added section

  • Client: The client who received points.
  • Points Promotion Option: The points promotion option that resulted in points being awarded to the client.
  • Points Added: The amount of points awarded to the client.
  • Points Remaining: The amount of points remaining after the points addition. This value will always be current, so running the MR230 a month apart (but for the same date range) may display a different value for this field, depending on whether or not points were redeemed since the last time the MR230 was run.
  • Value Remaining: The calculated value of the Points Remaining based on the points-to-value ratio set in Business Preferences.
  • Redeem By Date: Date the points must be redeemed by before they expire. This is based on the Any client points that have not been redeemed will be removed after ___ option in Business Preferences.
  • Total for [date]: Points Added, Points Remaining, and Value Remaining totals for that date.
  • Total Points Added for Date Range: The sum of the Points Added, Points Remaining, and Value Remaining columns for this date range.

Points Redeemed section

  • Client: The client who redeemed points.
  • Points Promotion Option: The points promotion option that resulted in points being awarded to the client.
  • Points Redeemed: The amount of points redeemed by the client.
  • Value Redeemed: The calculated value of the Points Redeemed based on the points-to-value ratio set in Business Preferences.

Point Addition Breakdown for Date Range sub-sections

These sections display two charts: one that is a breakdown of By Promotion (the name of the promotion) and one that is a breakdown of By Point Promotion Option (the promotion setting within the promotion).

  • Unique Clients Earning Points: The number of unique clients who received or redeemed points.
  • Total Points Awarded: Total of all of the points that were awarded or redeemed.
  • Awarded Points Remaining as of [date]: The sum of all points that were awarded or redeemed during the date range.
  • Awarded Points Value Remaining as of [date]: The value of all points that were awarded or redeemed during the date range based on the points-to-value ratio set in Business Preferences.

Setting up the MR230 report

  1. Type MR230 in the Convobar, or go to Meevo > Reports > Liabilities, and then select the MR230 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Display Points Added Within Date Range: Displays all instances of points that were added or accumulated.
  2. Display Points Redeemed Within Date Range: Displays all instances of points that were redeemed.
  3. All Point Promotions: If you deselect All Point Promotions, use the list to select which promotions to include in the report.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.