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Summary

• Requirements
• How to Get There
• Filters
• Fields
• Save Filter / Schedule

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Requirements

- Use the Crewhu Bucks in Badges, Surveys, Prizes and/or Contests;

- Have access to Reports > Bucks Redeemed;

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How to Get There

• Click on Reports in the left vertical menu:
  
  
  
  

• Click on Bucks Redeemed:
  
  

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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;

Select them in accordance with your desired results:

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: If grouped by location, it displays the redeemed bucks per location; I

2 - Quantity: The total of prizes redeemed by the location's employees;

3 - Taxable: How many of the prizes redeemed were taxable;

4 - Non-Taxable: How many of the prizes redeemed were free of taxes;

5 - Total: The total of Bucks Redeemed by location;

6 - Download CSV: By clicking on this button, you can download a CSV with the results displayed.

Note:
If you click on the location, it collapses, displaying all prizes redeemed by the location's employees.

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Save Filter / Schedule

By default, this report is generated with the timeframe set to "Rolling 30 days" and group by "Location". 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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• Jump to what you need
• Requirements
• How to Get There
• Filters
• Fields
• Save Filter / Schedule