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Summary
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Requirements
- Use the Recognition Badges in your company;
- Have access to Reports > Badge Engagement;
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How to Get There
- Click on Reports in the left vertical menu:
- Click on Badge Engagement:
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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 options to filter:
1 - Unit: Whether the report's result will be based on number (#) or percentage (%);
2 - Inactive employees: If ON, the report will present the results including the inactive employees;
3 - Zeroed result: Regarding the zeroed results, there are the following options to filter: All results, Hide zeroed results, and Only zeroed results;
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 badge engagement per location;
2 - Users: How many users from that location were involved in badges (given or received);
3 - Engagement %: The engagement percentage of the location in the period selected;
4 - Givers %: Percentage of the users who gave badges;
5 - Receivers %: Percentage of the users who received badges;
6 - Given: Among the badges, how many of them were given;
7 - Received: Among the badges, how many of them were received;
8 - 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 badge engagement 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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