Reports
Access the reporting function of the platform by clicking on the ‘Reports’ tab in ‘Settings’ .
The following dashboards gives you an immediate ‘at a glance’ overview of your campaign.
Recognition dashboard
The ‘Most used reference’ word cloud
This handy tool acts like a barometer, allowing you to gauge the mood of your participants by analyzing the most common and popular words occurring in recognitions. Underneath the word cloud you will see the total likes, comments, and boosts across all programs in your campaign.
Other displays
The dashboard also displays:
- details about reward and non-reward-based recognitions,
- your created programs,
- And a summary of your corporate points spending and availability
Users dashboard
User reports give you an overview of all the participants in the various programs of your campaign. Click ‘Users’ in the ‘Reports’ tab to access the user report.
- The user report can be downloaded by clicking ‘Download report’.
The user report displays:
- The total invites sent to users to join programs,
- The total number of users that have accepted these invitations (Registrations)
- Unique logins from the last six weeks,
- Users currently not logged in,
- failed logins and forgotten passwords,
- A complete list of all users, across all programs.
The layout and elements of the user report can be customized in the ‘Report Builder’
Program users
The Program users window displays all users.
Searching the Program users list
- Click the ‘Search’ icon
.
- Enter your search criteria. If the list cannot be searched by those criteria, you will receive an error message and be asked to try again.
Filtering the Program users list
- Click the ‘Filter’ icon
.
- Select your filter/s from the dropdown menu
Programs dashboard
The layout and elements of the Program report can be customized in the ‘Report Builder’
Program reports provide an insight into how your programs and program types, within your campaign, are performing. Currently, program reports give you a quick overview of recognitions and social activity.
Searching the Programs list
- Click the ‘Search’ icon
.
- Enter your search criteria. If the list cannot be searched by those criteria, you will receive an error message and be asked to try again.
Filtering the Programs list
- Click the ‘Filter’ icon
.
- Select your filter/s from the dropdown menu.
Downloading the program report
- The Programs report can be downloaded by clicking the download icon
.
Points accounts dashboard
The Points accounts window displays details about all your corporate points accounts.
The layout and elements of the Points account report can be customized in the ‘Report Builder’
Points accounts
Details about user points, indicating total points awarded, total points spent, and total points remaining.
Searching the Points accounts list
- Click the ‘Search’ icon
.
- Enter your search criteria. If the list cannot be searched by those criteria, you will receive an error message and be asked to try again.
Filtering the Points accounts list
- Click the ‘Filter’ icon
.
- Select your filter/s from the dropdown menu.
Downloading the Points accounts report
- The Points accounts report can be downloaded by clicking the download icon
.
Budgets
Budgets display details about all your budgets.
Searching the Budgets list
- Click the ‘Search’ icon
.
- Enter your search criteria. If the list cannot be searched by those criteria, you will receive an error message and be asked to try again.
Filtering the Budgets list
- Click the ‘Filter’ icon
.
- Select your filter/s from the dropdown menu
Downloading the Budgets report
- The Budgets report can be downloaded by clicking the download icon
.
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