The Recognize platform provides built-in reporting functionality for the following features: recognitions, rewards (redemptions and points), nominations, comments, and tasks. And running these reports can be helpful in gauging the level of employee activity on the platform - especially for year-end reporting.
Here are helpful steps for running each type of report:
Recognition Reports:
Running a Recognitions report can help you track the recognitions sent to/from your employees throughout a specified month, quarter, year, or date range. See the below video for an overview of the Recognitions tab in the Company Admin Portal.
To access recognition reports:
- Select 'Menu' in the upper right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Select 'Recognitions' from the left-side menu
- Select the type of recognition you want to report on: Pending, Approved, or Denied from the top right menu
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Use the gear icon to select which fields you'd like to include in your report
- Determine how many results you'd like display
- Apply any necessary filters
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'How to Run a Recognition Report' article.
Redemption Reports:
Running a Rewards redemption report can help you track how many employees have redeemed provider-fulfilled or company-fulfilled rewards.
- Select 'Menu' on the upper right-hand side of your screen
- Select 'Company Admin' from the drop-down
- From the Company Admin portal, select 'Rewards' on the left-side menu
- Within the Rewards tab, select 'Redemptions' from the top-right menu
- You can report across 'All currencies,' or you can select which currency you'd like to report on
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Use the 'Gear icon' to include or exclude columns on the table
- Determine how many results you'd like display
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'How to Download an Accounting Report of all Reward Redemptions' article.
Points Reports:
Running a Points 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' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Through the Company Admin portal, select 'Points' on the left-side menu
- Select 'Summary' from the top right-side menu
- Use the 'Gear icon' to include or exclude columns
- Determine how many results you'd like display
- NOTE: Select 'All' entries for an inclusive report.
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'Running Reports for Redeemable Points' article.
Running a Points 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' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Through the Company Admin portal, select 'Points' on the left-side menu
- Select 'Activities' from the top right-side menu
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Determine how many results you'd like display
- Apply any necessary filters
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'Running Reports for Redeemable Points' article.
Nomination Reports:
Running a report of employee Nominations can help you determine top contenders for 'crowd-sourced' awards (e.g. 'Employee of the Month').
- Select 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Select Nominations from the left-side menu
- Select 'All Votes' and you'll be directed to a second page with a detailed table view
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Use the 'Gear icon' to include or exclude columns
- Determine how many results you'd like display
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'Nominations: Step-by-Step Instructions' article.
Comment Reports:
Running Comment reports allows you to download a collection of user comments that have been created in response to posted recognitions/anniversaries.
- Select 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Select Comments on the left-side menu.
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Use the 'Gear icon' to include or exclude columns
- Determine how many results you'd like display
NOTE: select 'All' entries for an inclusive report. - Select 'Export search results'
Task Reports:
Running Task reports through Recognize can be helpful for reviewing past employee actions, especially for goal-setting or specific projects.
- Select 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down
- Select 'Tasks' from the left-side menu
- Within the tasks tab, select 'Tasks' from the top right menu to view current pending tasks
- Select your desired time interval:
- Month
- Quarter
- Year
- Custom
- Use the 'Gear icon' to include or exclude columns
- Determine how many results you'd like display
- Select 'Export' and select your desired output format option:
- Copy
- CSV
- Excel (recommended)
- Print
For more details, refer to the 'Tasks: Step-by-Step Instructions' article.