Scheduled Job Action - Liability Aging

The Liability Aging Action provides important configuration properties needed by the platform's Liability Aging Report. This report is typically used by a client's accounting department. It provides a summary of the current outstanding Metrics balance of all Members in your loyalty program, as well as information about how many Metrics were earned, redeemed, and expired within the reporting period. The best practice recommendation is to run this Scheduled Job on a monthly basis.

Note: The Liability Aging Report is an optional report that must be enabled in your Loyalty account. Please speak to your Zeta team for more information.

This Action has the following parameters:

• Start Date: Enter the report's starting date.

• All Members: Select Yes to evaluate all Members. Select No to specify one or more Members to evaluate.

• Members: If you selected No above, search for and select the desired Member. Repeat this step as needed to add additional Members.

• Metric: Select the Metric on which you want to report.

The remaining parameters should be filled out by your Zeta support team.

This Action type does not support the use of custom parameters.