Here is an overview of the real-time reports available. Reports can be pulled based on hierarchy, roles, date ranges as well as an array of field options pertinent to your organization and the stakeholders. Users with access to reports are limited to the data that they have been granted access to, again based on hierarchal segments, or data sets and rules. We also offer the ability to create custom reports based on specific or unique client requirements. These reports can offer a specific delivery mechanic (SFTP/Email), as well as a delivery schedule. Below please find a detailed description of the reports available with the platform:
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- Review the following information for all, active and/or inactive members
- Points redeemed
- Points awarded
- When they last accessed the program (last logon)
- When they became inactive in the system (Deleted on)
- Point Issuance
- Review the points issued to program members
- Point value
- Date and time of the issuance
- Memo detailing the award category, award, and the personalized note
- Option to group points by member
- Date and time, and Memo information not presented in grouped results
Award Issuance
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- Review the following information for all Pending, approved and denied award nominations
- Status of the nomination, the associated date, and the submission date
- Who created the nomination
- The recipient of the nomination
- Award details including the award category, award, description of the achievement and personalized message
Point Redemption
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- Review the Points redeemed by program members
- Point Value
- Reward and quantity redeemed
- Date and time of the redemption
- Reports also include credits as a result of canceled orders and returns
Activity Completion
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- Review all activities completed by program members
- Activity Name
- Points awarded
- Date of completion
Redemption Activity
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- Review the Points redeemed by program members but without the reward and quantity details
- Point Value
- Date and time of the redemption
- Reports also include credits as a result of canceled orders and returns
Service Award Calculator
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- Calculate the anticipated service awards that will be issued within the specified time frame
- Member name and department details
- Service Award grouping
- Employee type (full-time vs. part-time)
- Length of service associated with awards
- Point value
- Hire Date and Issuance Date
Event Logn
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- Review the login successes, failures and logout actions of members
- Who triggered the event
- Who was the event triggered for
- Member or Admin site action
- Details associated with the action, including a description
Course Activity
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- Review all course activity, or just course completions for members
- Course Name
- Completion status
- Start and Completion dates
- Duration taken to complete course
- Points awarded for completion
Certification Activity
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- Review member certification activity
- Certification name
- First start date
- Completion status
- Points awarded for achieving the certification
- Points awarded for completing the courses
- Total points earned for the certification
Metric Submission History
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- Review metric submission history
- Date of submission
- Member and department
- Sale Date
- Item Name
- Quantity
- Status and Status Date
Kevin Hunter
Content Marketing Consultant