Employee Reports

Employee Reports

Employee Reports 

 

Reaching "Employee Reports"   

To reach "Employee Reports" in Control Center, perform the following:   
  1. Step 1: Log into Control Center  
  2. Step 2: Choose Loyalty  
  3. Step 3: Choose Reports  
  4. Step 4: Choose Employee Reports 

 

 Figure 1.0

Filters 

The common filters available for the Employee Reports are as follows: 
  1. Date Range & Presets: This filter lets you select the report's time interval.  


                                                                                                 Figure 1.1
  1. Click inside the Start Date field.   
  2. Select the specific date and time from the drop-down calendar. You can also manually enter the date in the MM/DD/YYYY format. 
  3. Click inside the End Date field and follow the same process. 
Filter By Employee 

 

                                            Figure 1.2

You can filter the report data by selecting specific employees from the list to check the items they got when buying the products. By clicking Filter By Employees from the "Filter By Customer" drop-down, a Manage Filter window will open from where you can select the specific employee, apply the filter, and generate the report accordingly.  

The additional filters available for this report are as follows: 

Filter Level: This filter lets you specify the level of employee rewards tokens you want to include in the report. 

 

 Figure 1.3

  1. All Level: Select this option to include rewards tokens earned by employees at all levels of the loyalty program. This provides a comprehensive view of rewards across different employee tiers. 
  2. Only Level 1: This option filters the report to include only rewards tokens earned by employees at Level 1 of the loyalty program. This is useful if you want to analyze the behavior or rewards accumulation specifically for new employees. 

 

                        Figure 1.4
  1. Group By Location: Allows you to check the Employee Report by grouping it by location or location group. You will see a "Group By Location" drop-down from which you can select either "Location" or "Location Group" for grouping the report. By default, “None” will be pre-selected, which means the data will be displayed without any grouping. 
    1. Location: If you select "Location," the report will be generated, and the data will be displayed in the grouping according to the locations (stores) individually. 
    2. Location Group: When you select "Location Group," one more filter option will be enabled to select the specific location group(s). You can see the "Include Location Group(s)" drop-down option to check the data for the specific location group. 
  2. Include Deleted Employees: This option allows you to include data for employees who have been marked as deleted in the system. When this option is enabled, the report will display information for both existing and deleted employees. 

 

Employee Team Report  

This report provides details on the team members associated with a specific employee, including information on referral customer records, signup location, their team depth, and the dates they joined, all within a specified date range. 


                                                                                                                                                                                Figure 1.5


 

Employee Token Breakdown Report 

This report details an employee’s token earnings from their personal purchases as well as from their team's purchases. It includes a summary of total earnings, team size, sale count, and total sale amount, all within a defined date range.



                                                                                                                                                                                        Figure 1.6                                                                                                                                            

 


 


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