Data Export

Data Exports is the latest update in exporting robust custom reports directly to your inbox. Exporting POS, campaign, guest, and other dashboard data from Punchh is fast, easy to schedule, and incredibly flexible. You can create custom report templates to include any (or all) of over 170 data metrics collected and tracked by Punchh.

Note: Data exports plus their corresponding emails are often disabled in sandbox environments. Please contact your Punchh representative with questions.

Data Field Types

The following is a list of all available data field types and metrics you can include in your data export template. Choose as many or as few as you want. When you export your report, each of these types will be included as a separate CSV file. The Data Types are organized into two categories: Data Exports and Data Exports with Optional Modified Records.

Data Exports

These exports will pull data created and modified during your selected date range.

Migration Guest Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
First Name	First name of the guest.
Last Name	Last name of the guest.
Email	Email of the guest.
Phone	Phone number of the guest.
User ID	Unique ID created by Punchh once guest gets migrated.	Column renamed from User to User ID
Original Membership No	Membership number before migrating to Punchh.
Original Points	Points associated with original membership number.
Gifted Value	Points that are gifted by Punchh to the guest once the user migrates to Punchh.
Updated At	Date and time when guest was migrated to Punchh.
Birthday	Birthday date of guest.
City	City entered by guest.
State	State entered by guest.
Zip code	Zip code entered by guest.
Migration User ID	The ID of the user associated with the data. This value will only be present to those users who have migrated to the program.
Migrated Rewards	The total migrated reward count.
Created At	The timestamp of record creation for business migration users.
Gift Card	The most recent gift card associated with the migrated guest account.
ePin	The ePin tied to the most recent gift card associated with the migrated guest account.
Initial Points	The original points balance associated with the user.
Details	Additional data points associated with the migrated guest.

Guest Awaiting Migration Data Fields

Note: These data fields provide the total number of guests pending migration to loyalty as of the current date. The date range and location filter will not be applicable to these data fields.

Field Name	Description	Notes
First Name	First name of the guest.
Last Name	Last name of the guest.
Email	Email of the guest.
Phone	Phone number of the guest.
Migration ID	Unique ID created by Punchh once the guest migrates.
Original Membership No	Membership number before migrating to Punchh.
Original Points	Points associated with original membership number.
Birthday	Birthday date of guest.
City	City entered by guest.
State	State entered by guest.
Zip code	Zip code entered by guest.
Migration User ID	The ID of the user associated with the data. This value will only be present to those users who have migrated to the program.
Migrated Rewards	The total migrated reward count.
Created At	The timestamp of record creation for business migration users.
Gift Card	The most recent gift card associated with the migrated guest account.
ePin	The ePin tied to the most recent gift card associated with the migrated guest account.
Initial Points	The original points balance associated with the user.
Details	Additional data points associated with the migrated guest.

Campaign Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Campaign ID	Unique campaign ID
Campaign Type	Type of campaign
Campaign Name	Name of the campaign
Campaign Sub Type	The sub type of the campaign.
Location ID	Location id if campaign is running for a specific location
Location Group ID	Location group id if campaign is running for a specific group of locations.
Admin ID	The admin id who has created the segment.
Segment Definition ID	The id of the segment attached to a campaign.
Redeemable ID	The id of the redeemable that is attached to a campaign.
Redeemable Type	The type of redeemable attached to a campaign.
Redeemable Name	The name of the redeemable attached to a campaign.
Redeemable Valid Days	The number of days for which the redeemable is valid.
Effective Expiration Date	The date of the expiry.
Status	Status of the redeemable gifted.
Gift Reason	The reason of the gifting.
Gift Type	The type of gifting of the redeemable.
Gift Count	The gift count gifted via the campaign.
Start Date	The start date of the campaign
End Date	The end date of the campaign
Analytics End Date	The end date of the campaign after that analysis won't be considered.
Control Group Percent	Represents whether the control group is present or not.
Created At	The date and time when the campaign is created.
Root Campaign ID	The root campaign id if campaign is created under some campaign or set up as recurring.
Root Campaign End Date	The end date of the root or parent campaign. This value is present only when Root Campaign ID is not blank.
Qualification Criterion ID	The qualification criteria id that is attached to the campaign.
Coupon Campaign ID	The coupon campaign id that is attached to the campaign.
Usage Type	The usage type of the campaign.
Dynamic Code Generation	Represents whether the dynamic URL generation is enabled or not.
Multi Use	If the campaign is set up for multi use.
Promo Code	The promo code attached to the campaign if applicable.

Coupon Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field name	Description	Notes
Coupon ID	The unique id for the coupon
Campaign ID	The campaign id for the coupon campaign that is created.
User ID	The user id for which a unique code is generated.
Email	The email id for which a coupon code is generated.
Coupon Code	The unique coupon code that is generated via the campaign
Created At	The date and time of the coupon code generation

Redeemable Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field name	Description	Notes
Redeemable ID	Unique ID for every redeemable.
Redeemable Type	The type of redeemable
Redeemable Name	The name of the redeemable
Valid Days	Number of days the redeemable is valid for
Expiring On	The explicit date of expiry on which redeemable will expire.
Published At	The date and time when redeemable is published for use.
Admin ID	The admin id who has created that redeemable
Redeeming Criterion ID	The qualification criteria id which is attached to the redeemable.
Redeemable Tag ID	The tag id for the redeemable if applicable.
Created At	The date and time when the redeemable is created in the system
Updated At	The date and time when the redeemable is updated in the system

Coupon Redemption Data

Note: Applying the Location will fetch only POS coupons data redeemed at that location.

Field Name	Description	Notes
User ID	This is the user Id of the guest who has redeemed the coupon.	Column renamed from User to User ID
Campaign ID	Unique campaign ID relative to the campaign delivering the coupon.	Column renamed from Campaign to Campaign ID
Guest	Guest ID for the user that received the coupon as the result of the campaign.
Location ID	Unique location ID where the redemption occurred.	Column renamed from Location to Location ID
Location name	Name of Location on which the redemption occurred.
Store Number	Store number of the redemption location.	Column renamed from Store number to Store Number
Campaign Name	The name of the campaign that delivered the coupon.
Status	The status of the rewards: Expired: These rewards were selected by the guest for redemption, but they could not be presented or processed at the POS before the specified expiry time for the redemption code. If your business is fully POS-connected, you can choose via configuration to return unhonored rewards back to the Guest's wallet. If your business is not POS-connected, these rewards will expire automatically after the specified duration. Honored: These rewards have been used, presented and discounted at the POS. Once honored, these rewards will no longer appear in a guest's wallet. Live: Live rewards have been selected by the guest for redemption. They have a redemption code attached, and the countdown for them to be presented at the POS has started. A reward will remain live until its expiry time has arrived. Admins may also force redeem these rewards if necessary. Perished: Perished rewards have gone past their expiry date, if one was specified. Unredeemed: Unredeemed rewards are available for redemption in the Guest's wallet. These rewards do not have any redemption codes attached.
Coupon Type	This relates to the type of coupon configured originally between: POS: directly processed at POS Mobile: unlock rewards on Mobile App
Coupon ID	The specific coupon code received by the campaign.	Column renamed from Coupon to Coupon ID
Redemption Receipt Number	The receipt ID, from the POS, where the coupon was processed.
Discount	The amount of the discount applied as a result of the coupon redemption.
Receipt Payable	Total receipt amount received by the business' POS.
Subtotal Amount	The subtotal amount for the entire receipt where a coupon was redeemed.	Column renamed from Subtotal amount to Subtotal Amount
Processed At	The timestamp of the coupon redemption.

Data Exports with Optional Modified Records

These data exports are designed to pull data created during your selected date range. To include modified data, check Include records modified in the above date range.

Redemption Data Fields

Field Name	Description	Notes
First Name	First name of the user	New field added from Redemption List Export (Previously located under Support > Redemption Codes)
Last Name	Last name of the user
User Email	User’s email address
Points/Amount Requested	Points associated with this redemption transaction
~~Discount Amount~~	~~Discount amount associated with this redemption transaction~~	Removed 27 MAY 2025
Redemption Id	Unique Id associated with redemption.
Redemption Code Number	Internal tracking code for redemption.
Latitude	Latitude of the location.
Longitude	Longitude of the location.
GPS Accuracy	GPS Accuracy of the location.
IP Address	IP address of the device.
User Agent	Defines the device type from which a guest did redemption - Web/Android/iOS.
Redeemable ID	Unique ID of redeemable.
Redeemable Name	Name Of Redeemable.
Reward Id	Unique Id of reward gifted.
Redemption Code Status	Status of the redemption code: Expired: User has generated the code but didn't redeem that code, and the code got expired after the mentioned time. Processed: The redemption code is processed on the POS. Unassigned: A few redemption codes are generated in advance and are not assigned to any user or reward. They are used in Receipt Image businesses. Redeemable: A redemption code is available to redeem. Cancelled: The redemption code was generated and applied on a check, but the redemption was voided.
Transaction Number	Transaction number of receipt.	Column renamed from Redemption Receipt Number to Transaction Number
Receipt Date Time	Date and time when the transaction took place (UTC time zone).
Employee ID	ID of the employee doing the transaction at the POS.	Column renamed from Employee Id to Employee ID
Amount	Total receipt amount.	Previously named “Receipt Payable”
Subtotal Amount	Subtotal amount on the receipt, excluding tax and all other amounts (as sent by business). Note: The Subtotal amount in the Redemption Data Export reflects the value sent in the Redemption API call, while the subtotal shown on the receipt is based on the Check-in API call. Any discrepancies between these subtotals are due to differences in the payload calculations provided by the brand for each call.	Column renamed from Receipt Subtotal to Subtotal Amount
Additional Properties	Any additional information.
Date	Date of redemption.
Location Id	Unique location ID where the redemption occurred.
Store Number	Store number of the redemption location.
Discount Amount	Discount amount provided on the receipt.	Previously named “Amount”
Status	The status of the rewards: Expired: These rewards were selected by the guest for redemption, but they could not be presented or processed at the POS before the specified expiry time for the redemption code. If your business is fully POS-connected, you can choose via configuration to return unhonored rewards back to the Guest's wallet. If your business is not POS-connected, these rewards will expire automatically after the specified duration. Honored: These rewards have been used, presented and discounted at the POS. Once honored, these rewards will no longer appear in a guest's wallet. Live: Live rewards have been selected by the guest for redemption. They have a redemption code attached, and the countdown for them to be presented at the POS has started. A reward will remain live until its expiry time has arrived. Admins may also force redeem these rewards if necessary. Perished: Perished rewards have gone past their expiry date, if one was specified. Unredeemed: Unredeemed rewards are available for redemption in the Guest's wallet. These rewards do not have any redemption codes attached.
Expiring On	Date the redemption expires.
Location Name	Name of the location in which redemption is done.
Redemption Type	Type of redemptions: Card Redemption - It means when a user complete his card and then rewarded a reward and redeem that reward. Redeemable Redemption - It means a redeemable is redeem. Banked Reward Redemption - It means redeeming the banked amount. Suppose for every 100 points user get $10 which is banked amount. Reward Redemption - This is same as Redeemable redemption
Channel	Defines the channel for the checkin. Mobile Web POS OnlineOrder Chatbot Dashboard
User ID	Unique ID for guest.	Column renamed from User to User ID
Reward Origin	Defines the origin of the reward: Deals: The reward is a “Deal”, a type of redeemable Loyalty: The reward was loyalty points which then convert to a base redeemable Campaign and other: The reward was gifted directly through a campaign or was gifted directly through admin gifting

User Feedback Data Fields

Field Name	Description	Notes
First Name	First Name of Guest.
Last Name	Last Name of Guest.
Location ID	Location on which checkin has been done.
User ID	Unique ID for guest leaving feedback.	Column renamed from Guest ID to User ID
Location name	Name of Location on which feedback is given.
Feedback ID	Unique ID for the feedback provided by the guest.
Feedback	Message/feedback left by guest.
Feedback Rating	Rating left on feedback.
Negative Feedback	In case value of the field is NULL, then feedback is positive. Other, the feedback is negative.
Feedback Reply	Reply given on feedback left by guest.
Store Number	Store number of location.	Column renamed from Store No. to Store Number
Date of Feedback	When feedback was given.
Date of Reply	When a reply was given on feedback.
Requires Response	Whether a response is required or not. (A configuration to enable feedback screen on iFrame.)

*The UserId field/column was removed from User Feedback Data.

Checkin Data Fields

Field Name	Description	Notes
Checkin ID	Checkin ID.	Column renamed from Checkin to Checkin ID
Approved	This field has two values: True- It means your checkin is approved False - It means your checkin is not approved
Bar Code	Barcode on the receipt.
Expired At	Date and time on which checkin became expired.
External uid	Unique ID received from the POS.
First Punchh at Business	When a guest performs their first checkin at the business (any location or online).
First Punchh at Location	When a guest performs their first checkin at the location.
Checkin type	Types of Checkins: Receipt Image Checkin Bar Code Checkin POS Checkin Online Checkin QR Code Checkin
IP Address	IP Address of a guest's mobile device.	Column renamed from Ip address to IP Address
Latitude	Latitude of the location.
Store Number	Store Number.	Column renamed from Store number to Store Number
Longitude	Longitude of the location.
QR Decoded	QR Code present at the location that guest scan to earn the checkin.
Receipt Url	URL of Receipt (image-based).
User Agent	Defines the device type from which a guest did redemption (Web/ Android/ iOS).
Checkin scan time	The date and time the receipt was scanned.
State	State of checkin; i.e, Pending for Verification.
Location Name	Name of the location on which checkin is done.
Scheduled Expiry on	Date of expiry of redemption.
Channel	Defines the channel for the checkin. Mobile Web POS OnlineOrder Chatbot Dashboard
User ID	User ID of the guest.	Column renamed from User to User ID
Count as Visit	For Hybrid businesses, a visit is also gifted with points.
Location ID	Location ID of the guest checkin.	Column renamed from Location to Location ID
Points Earned	Points earned by the guest for a checkin.
Points Spent	Points spent for any redemption.
Receipt Amount	Amount present on the receipt.
Receipt Date	The date and time of receipt (in UTC).
Transaction Number	Transaction number present on the receipt.	Column renamed from Receipt number to Transaction Number
Status	Status of the checkin (Gift/ Loyalty/ Referral).
Gift Reason	Reason for which the guest was rewarded.	Column renamed from Gift reason to Gift Reason
Earnable Amount	This is the amount calculated by the system on which the guest will earn the points after processing through Punchh qualifiers (if any).
Gifted for ID	Displays the campaign id through which gifting was done in case of gift checkin.
Gifted for Type	Defines the type of campaign gifting. There are 8 different gift types: Campaign Business Migration User Referral Feedback Reply Checkin Feedback Mass Gifting Coupon

Checkin Failure Data Fields

Field Name	Description	Notes
User ID	Unique ID of the user which indicates which user has received an error on checkin.	Column renamed from User to User ID
Bar Code	Bar code of the receipt on which user has received an error.
Error Type	The error description or error populated to the user.
Location ID	The location user has received an error.	Column renamed from Location to Location ID
Location Name	Name of location on which location user has received an error.
Failure Date	Date and time of the error.
Store Number	Store number of location on which location user has received an error.	Column renamed from Store number to Store Number
IP Address	IP address of the device from where we have received an error.	Column renamed from Ip address to IP Address
Error Code	The unique error code for the error.

Referral Data Fields

Field Name	Description	Notes
Referral Type	Automatic or manual referral.
User ID	Loyalty ID for the referrer.	Column renamed from Referring Guest ID to User ID
Referred Guest ID	Loyalty ID for the referred guest.
Sign Up Date of Referred Guest	Date the referred guest created their loyalty account.
Gift Received by Referring Guest	Reward received by the referrer, if you have set up a gift-giving Referral campaign.
First Loyalty Checkin Date of Referred Guest	Date the referred guest performed their first loyalty checkin action.
First Loyalty Checkin Spend by Referred Guest	The receipt amount of the referred guest's initial spend.
First Loyalty Checkin Location ID	Location ID where the referred guest's first checkin occurred.
First Loyalty Checkin Location Name	Location name where the referred guest's first checkin occurred.
Store Number	Store number where the referred guest's first checkin occurred.	Column renamed from First Loyalty Checkin Location Store Number to Store Number
Referral Creation Date	If automatic, the date the referrer sent out an invitation. If manual, the date the referred guest signed up.

*The UserId field/column was removed from Referral Data.

Receipt Item Data Fields

Field Name	Description	Notes
Transaction Number	Unique Receipt ID.	Column renamed from Receipt ID to Transaction Number
Bar Code	Barcode on the receipt.
Guest ID	Guest who has performed the checkin.
Location ID	Unique ID of the location visited.
Checkin ID	Unique ID through which a checkin was done.
Receipt DateTime	Date and Time on receipt (UTC time zone).
Employee ID	Employee ID who did the transaction.
Employee Name	Name of the employee who did the transaction.
Revenue ID	Unique ID corresponding to the type of order (Online, POS, etc.).
Revenue Code	Type of Order; Restaurant, Bar, Drive Thru, Take Out, etc.
Last 4 CC	Last 4 digits of the credit card associated with the transaction.
Location Name	Name of Location.
Store Number	Store number of location.
Menu Item ID	Unique ID of the menu item provided by business.
Menu Item Name	Name of a menu item.
Amount	Master price of a menu item.
Menu Item Type	Type of menu item; Discount, Main, etc.
Menu Item Family	Family to which the menu item belongs (provided by business).
Menu Item Group	Group to which menu item belongs (provided by business).
Quantity	Quantity of menu items sold.
Rate	Master price of the menu item.

Tipping Data Fields

Field Name	Description	Notes
Tipping ID	Unique ID of the tip that is generated.
Checkin ID	The checkin id for which the tip is given.	Column renamed from System Identifier for Checkin to Checkin ID
Location ID	Location ID of the checkin on which the tip is given.
Location Name	Name of location for which the tip is given.
Store Number	Store number of location of the checkin on which the tip is given.	Column renamed from Store No. to Store Number
Gift Card ID from which Tip was given	If the tip is given by Gift card then the gift card number is stored.
User ID	Unique ID of the guest that left a tip.	Column renamed from ID of guest who tipped to User ID
Currency value of the tip	The value of tip.
Time when Tip was given	Date and time when the tip is given.
External Transaction Id from Guide Care Provider	The transaction id of the external service provider.

Guest Data Fields

Data is pulled automatically from the created date. Select Fetch by ‘Loyalty Guest Signup Date’ instead of ‘Created At’ date to change this. This field overrides the ‘Include records modified in the above date range’ filter. It is recommended to have only one of these filters selected for the most accurate data.

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Secondary Email	An additional email address distinct from the email associated with the account, provided voluntarily by the guest.
Membership Level	Guest's current membership level.
Device Type	Is the guest using an Android or iOS device?
Total Points	Total points earned by guest from purchases, referrals, or checkins.
First Checkin	Date of first checkin done by guest.	Column changed from date to timestamp
Last Checkin	Date of most recent checkin done by guest.	Column changed from date to timestamp
Total Checkins	Total checkins done by guest (includes gift/loyalty/referral).
Total Spend	Total gross amount spent by the guest.
SMS Subscription Status	Shows whether or not the user has opted into receiving SMS messages.
Favorite Location ID	The guest's favorite location ID (if provided).
Favorite Location Name	The guest's favorite store (by name entered for the location in Settings >Locations), if provided by the guest.
Store Number	The guest's favorite store (by store number entered for the location in Settings >Locations), if provided by the guest.	Column renamed from Favorite Location Store Number to Store Number
Phone	Guest's provided phone number.
Address	Physical address of the guest.
Zip Code	Zip code of the guest's address.
Loyalty Points Earned	When a guest visits store premises or does online order, then points earned through that loyalty transaction are counted in this field.
Total Banked Rewards	The dollar amount currently present in the guest's wallet which can be later redeemed.
Total Card Based Redemptions	When a guest achieves the pre-defined target to complete a card and receive a reward. This is counted as a card based redemption once that guest redeems their completed card.
Push Notification Token Available	Has the guest accepted to receive push notifications?
User Status	Status types include active, banned, and deactivated. Active guests can participate in your loyalty program by completing checkins/redemptions. Banned or deactivated guests cannot.	Definition updated as of 01 JULY 2025
Email Confirmed At	Date and time when the guest confirmed their email address.
First Name	Guest's first name.
Last Name	Guest's last name.
Email	Guest's email address.
Gender	Gender of the guest (if provided).
Marketing Email Subscription Status	Is guest subscribed to email? (Value will be 1 for "yes" or 2 for "no")
Marketing PN Subscription Status	Is guest subscribed to push notifications? (Value will be 2)
Anniversary	The date the guest signed up for the program (for annual gifting, points reset, etc.)
Birthday	Birth date of the guest.
Guest Type	We have three types of guests: eClub, Loyalty, Non-Loyalty.
Created At	Date when guest is uploaded in Punchh database through information from a third party (usually through eClub). This guest has not yet signed on Punchh loyalty app.
Updated At	Date when the user is updated in the system.
Signup Channel	For businesses that have enabled the eClub module, this field will capture and display the method through which the guest signed up (or "onboarded") your loyalty program. These sources include: MobileEmail Mobile Facebook POS WebEmail WebFacebook eClub ECOM OnlineOrder Chatbot For all future exports, this field will be automatically added to the "selected fields". For existing exports, it will be shown in "available fields".
Loyalty Guest Signup Date	The date the guest signed up on your mobile app.	Column renamed from Guest Signup Date to Loyalty Guest Signup Date
Date of Last Earned Points	The most recent checkin date where guests earned points.
User ID	Unique ID for guests.	Column renamed from UserId to User ID Order changed (User ID now the last column on the export file)
Referral Code	Unique code guests use for inviting or refer friends to the brand	The referral code is generated based on the guest’s name at the time of sign up.
External Source	Identifies the external system or platform from which the data originates. The external/third-party sources currently tracked by Punchh are Salesforce, mParticle, Azure, and AWS Cognito.	For sources or entries not included in the specified list, the External Source and External Source ID fields will remain empty.
External Source ID	Represents the unique identifier associated with the record in the specified external source. This ID is used to maintain data consistency and enable cross-referencing between our system and the external platform.

Reward Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Reward ID	ID of the reward being gifted. This is a unique ID for each reward.
Date	Date on which the reward is gifted.
Campaign Type	Gifted for type: Mass Notification Coupon Referral, etc.
Amount	Discount amount on a gifted redeemable.
Points	Points on redeemable gifted.
Redemption ID	Unique redemption ID for a gifted reward.
Gift Reason	Reason for the gifted reward.
Redeemable Name	Name of the redeemable gifted.
Gifted for ID	The gifted ID through which the user has received the reward. It can be via: Mass gifting campaign ID Campaign ID Admin ID
User ID	Unique ID for guest.	Column renamed from UserId to User ID Order changed (User ID now the last column on the export file)

Archived Reward Data Fields

Date range selection for the Archive Rewards Data considers the creation date of the reward, rather than the date of expiry or archival.

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Reward ID	ID of the reward being gifted. This is a unique ID for each reward.
Date	Date on which the reward is gifted.
Campaign Type	Gifted for type: Mass Notification Coupon Referral, etc.
Amount	Discount amount on a gifted redeemable.
Points	Points on redeemable gifted.
Redemption ID	Unique redemption ID for a gifted reward.
Gift Reason	Reason for the gifted reward.
Redeemable Name	Name of the redeemable gifted.
Gifted for ID	The gifted ID through which the user has received the reward. It can be via: Mass gifting campaign ID Campaign ID Admin ID
User ID	Unique ID for guest.	Column renamed from UserId to User ID Order changed (User ID now the last column on the export file)

Gift Card Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Masked Card Number	A partially obscured card number.
Card Balance	Money remaining on the gift card.
Unmasked Card Number	The full gift card number.
Gift Card Type	Rewards card or gift card.
Owner Email	The cardholder's email address.
Card Added Date	Date the card was first activated.

User Subscriptions Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
User Subscription ID	Unique ID for user subscription
User ID	Unique ID for guest
Subscription Plan ID	Unique ID for subscription plan
Subscription Plan Name	Name of the subscription plan
User Subscription Plan Price	Purchase price of the subscription plan
Parent User Subscription ID	Parent user subscription ID is populated with user subscription ID of the previous purchase, only in case of auto renewals
User Subscription Created Datetime (UTC)	Date and time when the user subscription was created in the database
User Subscription Start Datetime	Start date and time of the subscription plan
User Subscription End Datetime	End date and time of the subscription plan. Plan will not be available past end date time
Time Zone of Start and End	Timezone for the subscription plan
User Subscription Auto Renewal Flag	This field has two values: 0 - Auto renewal is not enabled, 1 - Auto Renewal is enabled
User Subscription Cancellation Datetime (UTC)	The date and time when the subscription plan is cancelled
User Subscription Cancellation Reason	Reason for cancellation of the subscription plan.
User Subscription Cancelled By ID	The ID of the user or admin that cancelled the user subscription
User Subscription Cancelled by Type	Represents the person that cancelled the subscription plan (eg: user , Admin)
User Subscription Status	Represents the status of user subscription. It has three possible values - active, soft cancelled and hard cancelled. Active means that the user subscription is active. As of now, there is no rolling expiry; need to look at the end time of the plan to determine plan expiry
User Subscription Migration Flag	Represents user migration status. This field has two values : 0 - user is not migrated, 1 - user is migrated
Transition Plan ID	The ID number for the transition plan
Gift Reason	Reason for gifting the user subscription
Transition Subscription Plan ID	The ID number for the transition subscription plan

Subscription Discounts Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Subscription Discount ID	Unique ID for subscription discount
User ID	Unique ID for guest
User Subscription ID	Unique ID for user subscription
Subscription Plan ID	Unique ID for subscription plan
Subscription Plan Name	Name of the subscription plan
Subscription Discount Created Datetime (UTC)	Date and time when the subscription discount was created in the database
Threshold	Threshold is the maximum quantity that can be discounted for a particular subscription.
Threshold Order (0 is 1st Threshold, 1 is 2nd Threshold)	Threshold order is based on priority defined by discounting rules
Discount Amount per Unit of Threshold	Amount is the rate to be discounted
Actual Discounted Quantity	Total discounted quantity for that subscription program benefits
Total Discount Amount	Total discount amount for that subscription program benefits
Discounting Rule ID	Unique ID of the discounting rule
Program Benefit ID	Unique ID of the program benefit
Subscription Benefit Type	Subscription program benefit type

Subscription Credits Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Reward Credit ID	Unique ID for reward credit
User ID	Unique ID for guest
User Subscription ID	Unique ID for user subscription
Subscription Plan ID	Unique ID for subscription plan
Subscription Plan Name	Name of the subscription plan
Subscription Discount ID	Unique ID for subscription discounts
Reward Credit Type	Type of reward credit
Banked Reward Value	Reward amount credited
Reward Credit Created Datetime (UTC)	Reward credited date time
Reward Credit Reason	Reason for crediting the reward
Reward Credit Expiration Datetime (UTC)	Reward credit expiration date time

Subscription Debits Data Fields

Note: The Location filter will not be applicable on these Data Fields.

Field Name	Description	Notes
Reward Debit ID	Unique ID for reward debit
User ID	Unique ID for guest
Honored Reward Value	Reward amount debited
Reward Credit ID	Unique ID for reward credit
Redemption ID	Unique redemption ID for a gifted reward
Reward Debit Created Datetime (UTC)	Reward debited date time
Reward Debit Type	Type of reward debit

Locations Data Fields

Note: The "Loyalty Checkins with Dashboard Channel" and " Loyalty Checkins with Kiosk Channel" metrics are not currently included in this data export.

Field Name	Definition	Notes
Location ID	ID of the location on Punchh Platform
Location Name	Name of the location
Store Number	Store Number of the location
Address	The physical address of the location
State	Indicates the state of the location
City	Indicates the city of the location
Zip Code	Indicates the zip code of the location
Total Spend	Refers to the sum of earnable amount (the amount on which the user is eligible for earning loyalty points) associated with the loyalty checkins done for the location.	Shown as “Loyalty Sales (Checkin Earnable Amount)” in the Locations Channels report
Average Redemptions Per User	Honored Redemptions/Unique Redemption Users at the selected location(s).	Shown as “Average Loyalty Redemptions per User” in the Locations Channels report
Average Spend Per Guest	Loyalty Sales (Checkin Earnable Amount)/Unique Loyalty Users at the selected location(s).	Shown as “Average Loyalty Spend per User” in the Locations Channels report
Redeemable	The discount amount associated with successful redemptions at the location.	Shown as “Honored Redemption Discount” in the Locations Channels report
Average Checkins Per User	Total Loyalty Checkins/Unique Loyalty Users at the selected location(s).	Shown as “Average Loyalty Checkins per User” in the Locations Channels report
Loyalty Checkins	Refers to the number of loyalty checkins for the location.	Shown as “Total Loyalty Checkins” in the Locations Channels report
Console Checkins	Refers to the number of loyalty checkins done using the Web Console Channel for the location.	Shown as “Loyalty Checkins with Web Console Channel” in the Locations Channels report
System Checkins	Refers to the number of loyalty checkins done using the POS Channel for the location.	Shown as “Loyalty Checkins with POS Channel” in the Locations Channels report
Barcode Checkins	Refers to the number of loyalty checkins done using the Mobile Channel for the location.	Shown as “Loyalty Checkins with Mobile Channel” in the Locations Channels report
Online Checkins	Refers to the number of loyalty checkins done using the Online Order Channel for the location. Note that irrespective of whether a mobile device is used for checkin, if it is an Online Order it is always counted under Online Order	Shown as “Loyalty Checkins with Online Order Channel” in the Locations Channels report
Users With Checkins	Total number of total unique guests who made a checkin at the selected location(s).	Shown as “Unique Loyalty Users” in the Locations Channels report
Feedback Count	Total amount of unique feedback given through the mobile app during the checkin process at this location.	Shown as “Total Feedback” in the Locations Channels report
First Loyalty Checkins	Total number of unique loyalty users, who made their very first loyalty checkin at the selected location(s).	Shown as “Unique Loyalty Users with First Checkin” in the Locations Channels report
Users With Failed Checkin Attempts	Total number of unique loyalty users, who experienced a checkin failure at the selected location(s).	Shown as “Unique Loyalty Users that Experienced Checkin Failures” in the Locations Channels report
Favorites	Total number of unique loyalty users, who tagged the location under consideration as their favorite location, and who made a loyalty checkin at the selected location(s).	Shown as “Favorite Location Tagging” in the Locations Channels report
Redemption Count	Successful redemptions at the location during the time frame selected, based on the date-time stamp of the redemption in the business time zone.	Shown as “Honored Redemptions” in the Locations Channels report
Users With Redemptions	Total number of unique loyalty users who made a redemption at the selected location(s).	Shown as “Unique Redemptions Users” in the Locations Channels report

Payments Report Data Fields

Field Name	Definition	Notes
Location Name	Name of the Location
Location ID	ID of the Location on Punchh Platform
Store Number	Store Number of the Location
Guest Name	Guest Name
Guest Email	Guest Email Address
Amount	Amount associated with the transaction
Payment Mode	The method of payment for a transaction. Credit Card Saved Payments Apple Pay	Punchh does not directly process or record transactions made with a gift card, therefore "Gift Card" is not an available option under Payment Mode.
Transaction Type	The specific method through which the transaction occurred. If this field is blank, then no specific method was used, i.e. a regular POS or online order. Single Scan Flow (Scan and Pay) User Subscriptions (guest purchases or renews a subscription) Gift Card (guest purchases or adds funds to a gift card)
Transaction Type Identifier	Unique ID for transaction type
Transaction ID	Unique ID for transaction
Paid At	Date and time of the transaction
Status	Payment Status: Processed: Payment Successful Refunded: Amount refunded to the original payment source Unused: Payment deducted but not processed

Location Level Liability Data Fields

This report is based on your brand’s program type.

The Location Level Liability pulls data As of date¹. It is calculated using the location at which points earning/gifting are registered and not the location at which points are utilized.

¹To access Location Level Liability Data for a specific date range, please contact your Punchh Representative to activate the Fetch Data Between Dates feature. Once enabled, this feature allows you to retrieve data for your specified start and end dates. The export output file will include two additional fields not visible on the selection screen:

Beginning Total Points Available: Represents points from inception to one day before the start date.
Ending Total Points Available: Represents points from inception to the end date.

These fields provide a comprehensive view of point liability over the selected period.

Location Level Liability – Points-based Currency Program
Field Name	Definition	Notes
Location ID	ID of the Location on Punchh Platform
Location Name	Name of the Location
Store Number	Store Number of the Location
Store Status	Store status (Approved or Disapproved)
Total Points Earned	Total Points Earned at the Location
Loyalty Points	Loyalty Points Earned at the Location
Gift Points	Gift Points Disbursed at the Location
Referral Points	Referral Points Disbursed at the Location
Total Points Debited	Total Points debited at the Location through banking of points to convert to rewards, expiry of points and force redemption of points
Banked Points	Points earned at the Location that got banked into rewards/amount
Expired Points	Points earned at the Location that got expired
Force Redeemed Points	Points earned at the Location that were forcefully redeemed
Total Points Available	Total Points Earned - Total Points Debited
Banked Amount²	Total amount that was banked using Points earned at the Location
Redeemed Amount²	The amount out of the Total amount that was banked using Points earned at the Location that was redeemed. The redemption may have happened at the same location or different location.
Expired Amount²	The amount out of the Total amount that was banked using Points earned at the Location that was expired.
Force Redeemed Amount²	The amount out of the Total amount that was banked using Points earned at the Location that was forcefully redeemed.
Amount Available²	Banked Amount - (Redeemed Amount + Expired Amount + Force Redeemed Amount)

Location Level Liability – Points-based Rewards Program
Field Name	Definition	Notes
Location ID	ID of the Location on Punchh Platform
Location Name	Name of the Location
Store Number	Store Number of the Location
Store Status	Store status (Approved or Disapproved)
Total Points Earned	Total Points Earned at the Location
Loyalty Points	Loyalty Points Earned at the Location
Gift Points	Gift Points Disbursed at the Location
Referral Points	Referral Points Disbursed at the Location
Total Points Debited	Total Points debited at the Location through banking of points to convert to rewards, expiry of points and force redemption of points
Banked Points	Points earned at the Location that got banked into rewards/amount
Expired Points	Points earned at the Location that got expired
Force Redeemed Points	Points earned at the Location that were forcefully redeemed
Total Points Available	Total Points Earned - Total Points Debited
Banked Rewards	No. of Rewards that were banked using Points earned at the Location
Redeemed Rewards	The Rewards out of the Banked rewards that were redeemed. The redemption may have happened at the same location or different location.
Expired Rewards	The Rewards out of the Banked rewards that were expired.
Force Redeemed Rewards	The Rewards out of the Banked rewards that were forcefully redeemed.
Available Rewards	Banked Rewards - (Redeemed Rewards + Expired Rewards + Force Redeemed Rewards)

Location Level Liability – Points Unlock Redeemables Program
Field Name	Definition	Notes
Location ID	ID of the Location on Punchh Platform
Location Name	Name of the Location
Store Number	Store Number of the Location
Store Status	Store status (Approved or Disapproved)
Total Points Earned	Total Points Earned at the Location
Loyalty Points	Loyalty Points Earned at the Location
Gift Points	Gift Points Disbursed at the Location
Referral Points	Referral Points Disbursed at the Location
Total Points Debited	Total Points debited at the Location through banking of points to convert to rewards, expiry of points and force redemption of points
Banked Points	Points earned at the Location that got banked into rewards/amount
Expired Points	Points earned at the Location that got expired
Force Redeemed Points	Points earned at the Location that were forcefully redeemed
Total Points Available	Total Points Earned - Total Points Debited

Location Level Liability – Visit-based Program
Field Name	Definition	Notes
Location ID	ID of the Location on Punchh Platform
Location Name	Name of the Location
Store Number	Store Number of the Location
Store Status	Store status (Approved or Disapproved)
Total Points Earned	Total Points Earned at the Location
Redeemed Visits	Visits earned at the Location that were redeemed
Expired Visits	Visits earned at the Location that got expired
Force Redeemed Visits	Visits earned at the Location that were forcefully redeemed
Total Visits Available	Total Points Earned - Total Points Debited

User Level Liability Data Fields

This export is accessible to brands that have Business Liability Reporting enabled.

This report is based on your brand’s program type.

Note: The User Level Liability pulls data 'As of date'. The Location filter will not be applicable to these data fields.

*The following events are considered an ‘activity’ per the Last Activity Date field:

POS / auth transaction: A transaction (check-in, redemption) performed at the POS.
UserCreate pos/auth: A new user was created at the POS.
User registers auth API: A new user created via mobile app sign-up.
Checkin: Check-in completion (zero-dollar check-in included).
eClub guest creation: A new eClub guest is uploaded.
Redemption: A redemption is performed.
Migration: Guest migration from "Awaiting Migration" to loyalty sign-up.
Password update: When the password is updated.

User Level Liability – Points-based Currency Program
Field Name	Definition	Notes
User ID	ID of the User on Punchh Platform
User Email	Email of the User
User Signup Date	Date of joining of Loyalty Program for the User
Last Activity Date*	Date of last activity of user.	See note above
Total Points Earned	Total Points earned or Received by the User as of the Date selected. Total Points Earned = Loyalty Points + Gift Points + Referral Points
Loyalty Points	Loyalty Points earned by the User as of the Date selected
Gift Points	Gift Points received by the User as of the Date selected. Includes Admin Gifting
Referral Points	Points received by the User through successful Referrals as of the Date selected
Total Points Debited	Total Points debited from the User’s account through banking of points to convert to rewards, expiry of points and force redemption of points as of the Date selected
Banked Points	Points earned by the User that got banked into rewards/amount as of the Date selected
Expired Points	Points earned by the User that got expired as of the Date selected
Force Redeemed Points	Points earned by the User that were forcefully redeemed as of the Date selected
Total Points Available	Total Points Earned - Total Points Debited
Banked Amount*	Total amount that was banked using Points earned/received by the User as of the Date selected
Redeemed Amount*	The amount out of the Total amount that was banked using Points earned/received by the User that was redeemed as of the Date selected.
Expired Amount*	The amount out of the Total amount that was banked using Points earned/received by the User that was expired as of the Date selected.
Force Redeemed Amount*	The amount out of the Total amount that was banked using Points earned/received by the User that was forcefully redeemed as of the Date selected.
Available Amount*	Banked Amount - (Redeemed Amount + Expired Amount + Force Redeemed Amount)

*As of August 20th, 2024, Banked Rewards metrics (Banked Amount, Redeemed Amount, Force Redeemed Amount, Expired Amount, Available Amount) are now calculated exclusively in loyalty earnings (only those amounts which were banked from points). Previously, Banked Rewards was a summary of both loyalty (points converted to a banked currency amount) and non-loyalty events (amounts gifting from campaigns and admin gifting). Data will differ from previous historical values for these metrics (there is no impact to the points-related metrics).

User Level Liability – Points-based Rewards Program
Field Name	Definition	Notes
User ID	ID of the User on Punchh Platform
User Email	Email of the User
User Signup Date	Date of joining of Loyalty Program for the User
Last Activity Date*	Date of last activity of user.	See note above
Total Points Earned	Total Points earned or Received by the User as of the Date selected. Total Points Earned = Loyalty Points + Gift Points + Referral Points
Loyalty Points	Loyalty Points earned by the User as of the Date selected
Gift Points	Gift Points received by the User as of the Date selected. Includes Admin Gifting
Referral Points	Points received by the User through successful Referrals as of the Date selected
Total Points Debited	Total Points debited from the User’s account through banking of points to convert to rewards, expiry of points and force redemption of points as of the Date selected
Banked Points	Points earned by the User that got banked into rewards/amount as of the Date selected
Expired Points	Points earned by the User that got expired as of the Date selected
Force Redeemed Points	Points earned by the User that were forcefully redeemed as of the Date selected
Total Points Available	Total Points Earned - Total Points Debited
Gifted Rewards	Number of Rewards that were banked using Points earned/received by the User as of the Date selected (in other words, Loyalty Rewards)
Redeemed Rewards	The Rewards out of the Banked rewards that were redeemed as of the Date selected
Expired Rewards	The Rewards out of the Banked rewards that were expired as of the Date selected.
Force Redeemed Rewards	The Rewards out of the Banked rewards that were forcefully redeemed as of the Date selected.
Available Rewards	Banked Rewards - (Redeemed Rewards + Expired Rewards + Force Redeemed Rewards)

User Level Liability – Points Unlock Redeemables Program
Field Name	Definition	Notes
User ID	ID of the User on Punchh Platform
User Email	Email of the User
User Signup Date	Date of joining of Loyalty Program for the User
Last Activity Date*	Date of last activity of user.	See note above
Total Points Earned	Total Points earned or Received by the User as of the Date selected. Total Points Earned = Loyalty Points + Gift Points + Referral Points
Loyalty Points	Loyalty Points earned by the User as of the Date selected
Gift Points	Gift Points received by the User as of the Date selected. Includes Admin Gifting
Referral Points	Points received by the User through successful Referrals as of the Date selected
Total Points Debited	Total Points debited from the User’s account through banking of points to convert to rewards, expiry of points and force redemption of points as of the Date selected
Banked Points	Points earned by the User that got banked into rewards/amount as of the Date selected
Expired Points	Points earned by the User that got expired as of the Date selected
Force Redeemed Points	Points earned by the User that were forcefully redeemed as of the Date selected
Total Points Available	Total Points Earned - Total Points Debited

User Level Liability – Visit-based Program
Field Name	Definition	Notes
User ID	ID of the User on Punchh Platform
User Email	Email of the User
User Signup Date	Date of joining of Loyalty Program for the User
Last Activity Date*	Date of last activity of user.	See note above
Total Visits Earned	Total Visits earned or Received by the User as of the Date selected. Total Visits Earned = Loyalty Visits + Gift Visits + Referral Visits
Loyalty Visits	Loyalty Visits earned by the User as of the Date selected
Gift Visits	Gift Visits received by the User as of the Date selected. Includes Admin Gifting
Referral Visits	Visits received by the User through successful Referrals as of the Date selected
Total Visits Debited	Total Visits debited from the User’s account through banking of visits to convert to rewards, expiry of visits and force redemption of visits as of the Date selected
Redeemed Visits	Visits earned by the User that got banked into rewards/amount as of the Date selected
Expired Visits	Visits earned by the User that got expired as of the Date selected
Force Redeemed Visits	Visits earned by the User that were forcefully redeemed as of the Date selected
Total Visits Available	Total Visits Earned - Total Visits Debited

Create a New Data Export Template

First, you must create the type of report template you want to export. These custom report templates are saved, allowing you to choose when, how often, and to whom each report will be sent.

To create a new Data Export Template:

Navigate to Data Sharing > Data Exports in the left navigation toolbar.

On the New Data Export Template page, choose a name for your new report such as "User Feedback Report".
Select a specific Date Range, if you want to export the report one time, immediately. If this is a recurring report, select a time frame, such as "Last 90 Days".

Select a specific Location if desired. Otherwise, leave as All Locations.
Under Data Selection, select the appropriate box if you want to remove the header info or column headers from the CSV file. Headers are automatically included if left unchecked.

Select the data field types you want to include. (see Data Field Types)
1. Select the box next to the data field type's name to include it in the report.
2. To modify the content of the report, click the data field type's name. Selected Fields indicate fields that are automatically included. Available Fields indicate other field types that can be selected. Click on the field names in each column to move them as needed.
When finished, click Save and Create Schedule. You'll be taken to the Diagnostic > Schedules page to further edit your scheduling settings. You must schedule your report for it to export.

Schedule Data Exports

Once you've created a new Data Export Template, you must schedule it before it will be exported. To do this:

Find your data export template in the list of templates.
Click Add New Schedule. You'll be taken to the Diagnostic > Schedules page for this export template.
Source indicates the name of the data export template you selected.
Using the Frequency drop-down, select how often the report will be generated and sent out.
1. Immediately will export the report one time as soon as you save the schedule. This export option will not recur, though you can edit the schedule later if you want to change it to recurring.
2. Daily, Weekly, and Monthly are all recurring, so you will need to provide additional information such as the start date and day of the week/month (Step 5).
Choose a Start Date, Day of the Week, or Day of the Month if needed, based on your frequency choice.
Select a Start Time(the time of day the report will be exported), and select the appropriate Time Zone.

In the Email Recipients field, enter the addresses of all the people who will be sent the report.
If needed, click the FTP Endpoint drop-down to select an outbound FTP site where the report will be automatically uploaded once exported.
Enter a custom file name in Export File Prefix to apply to the report. If left blank a default file name will be applied.
Click Save Schedule to activate your export template. If you're exporting immediately, the report will be sent out at this time.

After you set the schedule, you'll land on the Diagnostic > Schedules page. You'll have to navigate back to Data Sharing > Data Export > Data Export Templates to view your changes.

Download your CSV report

Whether scheduled or exported immediately, your report template will be generated and sent to the email addresses of your chosen recipients as a CSV file. To download it:

In your email inbox, locate the email titled "(Your company name) Data Export" from data-exports-support@partech.com.
(Do not reply to this email address. If you need assistance, please contact Punchh Support.)
Each of the data report types you selected will be included as separate CSV files. Click the link for each one to download.

When opening CSV exports in Excel, you may see formatting issues. For example, values over 999.9 appearing as text instead of numbers. This occurs due to Excel’s auto-formatting and row limits, not the export itself. For accurate results, we recommend using data tools like Power BI, BigQuery, or Snowflake instead of Excel to view and analyze data export files.

Additional Scheduled Export

Within the Punchh Platform there are additional, non-recurring, or dynamic reports don’t follow the same template structure as the typical Data Export reports described above. These reports have a dedicated Additional Scheduled Export tab that can handle both template-driven and context-driven reports in a unified manner. (Previously these reports where found only within the Schedules page of the platform.)

Note: The reports available on this page are dependent upon your brand's platform configurations.

There are two types of export options: Single Export and Multiple Export. Each behaves slightly differently depending on how often you need the export and how it is used.

A Single Export is designed for a one-time scheduled export.
Example: MOM and WOW reports
- When you click a Single Export option for the first time, you will be taken to a page where you can set up the schedule.
- When you click it again in the future, you will see the details of the export you previously created instead of creating a new schedule.
Multiple Export allows you to create as many schedules as you need.
Example: Location Summary Export Schedule, Post Checkin Export Schedule, Redemption Stats Export Schedule and Segment Export Schedule
- Every time you click a Multiple Export option, you will be taken to the schedule creation page to set up a new export.

Dashboard (Landing Page)

Data Operators and Input Examples