Which report should I use? How do I filter it? Why doesn’t my scheduled report look the way I expect?
This week’s Tip Tuesday is all about getting clean, useful data out of Awardco without pulling your hair out.
1. Know which report to use
Think of the main reports like this:
- Activity / Recognition reports – Great for “who’s recognizing whom,” program adoption, and overall engagement.
- Points Redeemed report – High-level view of how many points are being spent over time.
- Point Transactions report – The “source of truth” when you need detail: every earn, spend, adjustment, and expiration.
If you ever catch yourself saying, “I wish I could filter this by X,” and the report won’t let you, the answer is almost always:
Switch to Point Transactions, add the columns you need, and then filter in Excel/Sheets.
For example, admins who want to see redemptions by Award Network have learned that:
- Points Redeemed doesn’t filter by Award Network in-platform.
- Point Transactions does allow you to add an Award Network column, then you can export and filter there.
2. Use scheduled reports the way they’re designed
If you’re scheduling a “Monthly Recognition” style report:
- A schedule set to run monthly will include data from the previous month (based on UTC).
- That means a report running on, say, the 1st of the month is giving you a ready-to-go recap of last month’s activity.
Practical setup:
- Go to Admin → Reports.
- Open the report you want (e.g., your main recognition or point transactions report).
- Configure the date range to something like:
- “Last month” (if available), or
- A relative date range that makes sense for your cadence.
- Click to schedule it monthly to your inbox (and any other stakeholders who care).
You can then drop that file directly into:
- Leadership updates
- HR scorecards
- Quarterly engagement reviews
No repeated manual pulling = less work for you.
3. When in doubt, export and filter
The platform intentionally keeps the in-app filters simpler and pushes the heavy slicing-and-dicing to CSV. A good default workflow when you feel boxed in:
- Run Point Transactions.
- Add the extra columns you care about (examples):
- Award Network
- Program Name
- Recognition Type
- Cost Center / Department
- Export to CSV.
- Filter/pivot in Excel/Sheets for:
- Top-recognized teams or locations
- Redemption behavior by network or category
- Program-specific ROI (points awarded vs redeemed)
If your report can answer “who, what, when, and through which program/network,” you’re in good shape.
4. A few quick wins you can steal this week
Pick one of these and set it up now:
- Monthly Recognition Summary
- Report: Recognition / Activity
- Schedule: 1× per month, previous month’s data
- Audience: HR, People leaders
- Redemptions Health Check
- Report: Point Transactions
- Add columns: Award Network, Program, Country/Location
- Export monthly and filter to confirm:
- People are actually spending points
- No single network is unexpectedly dominating redemptions
- Program Adoption Snapshot
- Report: Recognition / Activity filtered by program
- Use to compare which programs are getting love (and which are ghost towns).