The Rewards Cost Summary report is where you can review all reward transactions in one place. When a user redeems for any type of reward, it will show up here. This is the primary report your finance team will need. It gives you a clear breakdown of actual reward spending without having to sift through a lot of other data. It can also be useful for tax reporting purposes. ✨
Reporting Columns
Default view reduced to show:
User Info
Total debited from rewards balance (USD)
Cash & gift cards amount (USD)
Curated gifts amount (USD)
Donations amount (USD)
Users will be able to expand the view to see:
Credit card offset amount
Rewards amounts in local currency (broken down by reward type)
Column selection is available from the edit columns menu
Name - The first and last name of the user who redeemed for the reward
Email - Email address of the user
Location, Department, Role - If applicable, the department, location, and role of each user
User Role - User’s role within Bonusly (Normal, Benefactor, Receiver, Observer)
Cash & Gift cards - Total value of Cash and Gift cards
Cash & Gift cards (Local Currency) - Total value of Cash and Gift cards in your local currency
Curated Gifts - Total value of curated gifts
Donations - Total value of donations
Company exclusives - Total value of company exclusives
AXOMO Rewards -Total cost of the number of points users have applied to their swag order. Only available with an AXOMO integration.
*Amount Billed in USD - Total amount billed for Rewards. This column is only available when factoring in non-US-based employees.
The amount billed in USD does not factor in company exclusives because those are implemented by your company. Bonusly does not charge for company exclusives.
Filter by date: You can filter this report by date or time frame for a more specific review. Click on Filter by date to select a date range or click on the drop-down menu to choose a specific month to review.
Export to CSV: If you want to download the approved report to review and share, click on the Export to CSV button to generate a report instantly.
Deactivated Users: You also have the ability to see totals from deactivated users, which includes rewards totals of users that are no longer active in your account. This is a great way to capture the entire picture of your rewards spend and help you plan out your next year's rewards budget.
Subscriptions
To subscribe to the Rewards Cost Summary report:
Go to the Subscriptions page (Reports > Subscriptions).
Toggle the Monthly or Quarterly buttons to receive reports on a monthly or quarterly basis. Check the include deactivated checkbox to include deactivated users in the report.
Reports are sent on the 3rd of each month or quarter. Reports include data from the full previous period (in UTC).
