This article is best for:
- Bonsuly Admins
- Connect Accounts
The Total Points earned report is a great tool for budgeting your reward spend. This report shows the total amount of points users have earned from recognition that could be redeemed for cash value. 💵
Admins can access the points earned report in the admin tools under Users. This report is available for admins with global and finance permissions. Click here for more information on setting admin permissions.
Filtering your report
You can filter this report for more specific review including:
By date - You can choose the drop-down menu to choose a recent month or select filter by date to choose a date range
By User- If you want to search for a specific user, choose the filter users button to search by email, name, department, location, and admin permissions
You can also include archived users when filtering your report by clicking Include: archived
Reporting Columns:
Lifetime Earnings - Total points earned for a user’s entire time on Bonusly
Earnings - Total points earned in the selected time frame
Current Rewards Balance - How many points a user has available to redeem Rewards
Current Balance in USD - The amount a user’s current Rewards Balance is worth in USD
Recognition Received - How many times someone receives recognition in the time frame selected
Unique Givers - How many different users have given recognition to each user. Group recognition is not included in this total
As an admin, you will have access to the detail page, which you can get to by clicking on the gray details button. ✨
The detail page shows all of the recognition a user has earned and includes:
Recognition details
The amount earned in each recognition post
User’s earnings balance
Balance adjustments
Adjusting a user's earnings balance
To create an Earnings Balance Adjustment, click the Detail button next to their information.
Next, Click the Create balance adjustment button at the top right side of the page and enter a positive or negative whole number.
Click the Create balance adjustment button to make this change (you can add a note if you wish, but it will only be viewable by administrators).
Important ❗️ This does not post a bonus to the public feed, so you may notify the individual directly to inform them of the change to their Earnings Balance.
Exporting your report
If you want to download this report to review and share, click on the Export to CSV button to generate a report instantly. 🎉
This is a great tool to help estimate your monthly reward spend and keep track of recognition received to make sure everyone on your team is included.
Questions? Send us a note to [email protected]; we'd be happy to help!
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