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Summary
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Requirements
- Use the Crewhu Bucks in Badges, Surveys, Prizes and/or Contests;
- Have access to Reports > Bucks Details;
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How to Get There
- Click on Reports in the left vertical menu:
- Click on Bucks Details:
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Filters
The filters are used to funnel the information. In this report, you have the following options to filter:
- Timeframe;
- Locations;
- Teams
- Employees;
- Bucks Types;
Select them in accordance with your desired results, and click the "Apply filters" button to update the search:
On the right, you also have the following option to filter:
Inactive employees: If ON, the report will present the results including the inactive employees;
After the selection, click on the "Apply filters" button to update the search:
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Fields
Once the filters are applied, the results will be displayed like the example below:
1 - Location: The employee's location in which the action took place;
2 - Team: The employee's team in which the action took place;
3 - Date/Time: Date and time the operation happened;
4 - Employee: The user who received the Crewhu Bucks;
5 - Type: What triggered the bucks, such as badge, automated badge, contest, survey or prize;
6 - Status: The status, such as received, rewarded, cancelled or redeemed;
7 - Description: The description regarding its type;
8 - Leaderboard: A shortcut to go to the respective contest's leaderboard, when the type is contest;
9 - Total Bucks: The total of Crewhu bucks involved in the operation;
10 - Download CSV: By clicking on this button, you can download a CSV with the results displayed.
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Save Filter / Schedule
By default, this report is generated with the timeframe set to "Rolling 30 days". To customize the default view accordingly to your needs, after applying the selected filters, click the "Save Filter/Schedule" button at the right corner of the screen:
Crewhu's reports give you also the possibility to schedule reports, so you and your employees can receive them by email in a preset timeframe. In order to do it, click on the Save Filter / Schedule button.
On the page that pops us, you'll have the following options:
1 - Visibility*: Select shared to have the option to add one or more recipients to receive the report by email;
2 - Description*: A brief description of the report so you can remember the difference between a filter and another;
3 - Schedule an Email?: Flag this option to have the possibility to receive it by email and to display the options below;
4 - Send to: Select the employee(s) who will receive this report on the day set below;
5 - How often?*: Choose whether this report will be sent weekly or monthly;
6 - Weekday / Day of month: If your previous choice was weekly, in this field you will select the day of the week. But if your previous choice was monthly, in this field you will select the day of the month;
After that, click on the Save & Filter button.
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