Once your organization has had the opportunity to use Recognize for several months, it can be helpful to see how many employees have outstanding points that have yet to be redeemed. Fortunately, the Recognize platform has built-in reporting functionality that can be accessed via the Company Admin portal to provide you with this information!
Point Activity Summary Report
Running a Point Activity Summary report can help you determine how many points have been accrued by employees, as well as those who have outstanding amounts to redeem.
- Select 'Menu' from the top right corner of the screen
- Select 'Company Admin' from the drop-down to open the Company Admin portal
- Select the 'Points' tab on the left side menu
- Select 'Summary' from the top right tertiary menu
- Select the three lines above the table to the left to include or exclude data columns
- Use the search bar above the table on the right to look for specific employee point summaries
- You will find a point summary for each user in the table provided, with a breakdown of redeemable points and redeemed points
- Select 'Export search results' and select your desired output format option - your export will then be sent to the 'Documents' tab where you can download it
Point Activities Report
Running a Point Activities report gives you more detail on how many points have been accrued by employees and how those were accrued, as well as those who have outstanding amounts to redeem and what redemptions have been made.
- Select 'Menu' from the top right corner of the screen
- Select 'Company Admin' from the drop-down to open the Company Admin portal
- Select the 'Points' tab on the left side menu
- Select 'Activities' from the top right tertiary menu
- Use the date filter to view point activities by month, quarter, year, or a custom date range
- Use the additional filter to the right to focus on redeemable or non-redeemable points, or view all
- Use the search bar above the table on the right to look for specific employee point summaries
- You will find a point summary for each user in the table provided, with a breakdown of redeemable points and redeemed points
- Select 'Export search results' and choose your desired output format option - your export will then be sent to the 'Documents' tab where you can download it