The Reports page (click the Analysis tab and select Reports) provides access to a number of activity reports:
- Team Performance - Analyse the performance of your individual manager teams (# of employees, % registered, % logged in, # of Recognitions given/received, # of financial recognitions received)
- Manager Performance - Analyse your individual managers' performance (registered date, last login date, # recognitions given, # social interactions have they made, # outstanding actions)
- Top Performers - Analyse who are your top performing employees based on the number of recognitions given and received
- Perks Awarded - Details every Perk awarded, to whom, and status breakdown
- Perks Usage - Lists which Perks have been awarded and status breakdown
- Upcoming Service Awards - List of future Service Awards for up to 1 year
Good to know
- It can take up to 5 minutes to generate a report - you can leave and come back later to download
- Download Previously Generated lists all generated reports available for download
- Technical User role Admins cannot access reports
- Only the features currently enabled will have reports
- You can download previously generated reports
How to generate a report
- Login to your Administrator account
- Click the Analysis tab and select Reports
- Click the desired report from the left navigation menu
- Select time period (month, quarter, custom)
- Click Submit
- The generated report will appear on the Download Previously Generated page
Note: It can take up to 5 minutes to generate the report and the Download button to appear - Click the Download button
Reports explained
- Team Performance
- Can be run for previous months, quarters or any date range up to a maximum of a year
- Shows each team, who the manager is, % registered, recognitions given and received
- Useful to identify teams who are highly or poorly engaged in the process
- Our advice is to focus on manager performance first, then when that activity is good, move to the team report
- Manager Performance
- Can be run for previous months, quarters or any date range up to a maximum of a year
- Lists every manager, have their registered, last login, how many recognitions given, how many recognitions to their team, social interactions and outstanding actions
- Target 100% registered for online, 85% offline (do not have a company email address)
- Target 75% logging in each month for online, 50% for offline
- Target 50% giving recognition each month for online, 40% for offline
- Ensure there aren’t managers with lots of action outstanding
- Top performers
- Can be run for previous months, quarters or any date range up to a maximum of a year
- Lists all employees with a count of the number of recognitions given and received in the period
- Useful if you want to recognise or reward your top people
- Perks Awarded - By Date Awarded
- Can be run for previous months, quarters or any date range up to a maximum of a year
- Lists every Perk given, when, to who, expiry date, status, date redeemed
- Useful to track redemptions - you could send targeted comms out to employees to make sure they redeem the Perk in time
- Perks Awarded - By Date Redeemed
- Can be run for previous months, quarters or any date range up to a maximum of a year. List every Perk redeemed, when, by who, what Perk and any extra details like date requested
- Useful if time off needs to be recorded, or something need to be organised
- Perks Usage
- Can be run for previous months, quarters or any date range up to a maximum of a year
- Details total perks issued, redeemed, expired, active
- Great for analysing which perks are most popular
- Upcoming Service Awards
- Any date range up to a maximum of a year
- List any upcoming service awards that will be recognised, with full details of who, when, what level and what reward
- Service Awards History
- Any date range up to a maximum of a year
- List any previously recognised service awards, with full details of who, when, what level and what reward
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