Overview of Report Views 4 Navigating to the Reporting Portal 5 Reporting Portal Landing Page 6 Dashboard Reports Analytics Report 7 Trends Report 9 Leaderboards Report 11 Summary Reports ID: 676297
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Slide1Slide2
Table of Contents
Overview of Core Reports 3
Overview of Report Views 4
Navigating to the Reporting Portal 5
Reporting Portal Landing Page 6
Dashboard Reports
Analytics Report 7
Trends Report 9
Leaderboards Report 11
Summary Reports
Nominator Summary Report 13
Recipient Summary Report 16
Award Summary Report 19
Admin Reports
User Set Up 21
Award Details Extract 22Slide3Slide4Slide5
To
access the reporting portal: Click on the REPORTS link under the TOOLS section of the left navigation.
Navigating to the Reporting PortalSlide6
The Enterprise T.O.P. Dollars platform provides users with access to DASHBOARD, SUMMARY, and ADMIN reports.
Dashboard Reports:
Allows users to quickly assess award volume based on criteria.Summary & Admin Reports:
Allows users to see who is actively recognizing others, actively being recognized and current award statuses across programs.
Report Landing Page
Landing
Page Overview:
If
you have multiple roles across the programs, you can select how you would like to view the reports (see REPORT VIEWS for more details).
DASHBOARD
reports. Left to Right: Analytics, Trends and Leaderboard reports. Hover your cursor over the tile to display a brief description of the report.
SUMMARY
Reports.
ADMIN
Reports. Click on any of the SUMMARY or ADMIN reports to reveal and set the report parameters. Enter a START and END date to set the desired timeframe for the report. Click RUN REPORT to launch the report. Slide7
Dashboard Reports: Analytics
Launch the ANALYTICS report to evaluate how much recognition is occurring across programs for a specific time period. Drill into specific data dimensions to reveal more information about the data.
Analytics Report Overview:
Click on the ANALYTICS dashboard tile to launch report. The Report will default to YTD.
Report display can be refined by changing the parameters: Change Your View, Filter by a Program, or Change Dates.
Display of current report parameters.
To click into program specific information, either click on a section of the pie chart, or click on the program name (See Next Page).
Hover your cursor over segments of the pie to reveal details.
Columns can be resorted, ascending or descending, by clicking on the arrows.Slide8
Clicking through any of the reporting elements from the ANALYTICS Dashboard report will provide a more detailed view of the program analytics for the designated time period.
The award activity will be further summarized in four more views:
Award Distribution By Reason Code
Award Distribution By Value
Award Distribution by Delivery Method
Award Distribution by Quantity Analytics
Report Detail Overview:
Display of current report parameters.
Breadcrumb navigation to return to the Analytics Report.
Click any of the four report displays to view the supporting table of information below.
Hover your cursor over graph segments to display supporting details.
Columns can be resorted, ascending or descending, by clicking on the arrows
Dashboard Reports: Analytics DetailSlide9
Dashboard Reports: Trends
The
TRENDS report provides you with a summary of award activity over time across all programs for the designated time period. The data will be displayed in a stacked-bar format with each segment representing a program. Use this report to evaluate seasonal trends or spikes in activity over time.
Trends Report Overview:
Click to launch TRENDS report.
Report display can be refined by changing the parameters: Change Your View, Filter by a Program, or Change Dates.
After changing the report parameters, click to run/refresh the report.
Display of current report parameters.
To click into program specific information, click on a segment of a bar you wish to see (See Next Page).
Hover your cursor over graph segments to display supporting details.Slide10
Dashboard Reports: Trends Detail
Clicking through any of the reporting elements from the TRENDS Dashboard report will provide a table of all the awards that were issued for that program, during that time period. You can quickly scan dates, nominators, recipients, award values and reason codes (if applicable).
Trends Report Detail Overview:
Display of current report parameters.
Breadcrumb navigation to return to the Trends Report.
Columns can be resorted, ascending or descending, by clicking on the arrows.Slide11
Dashboard Reports: Leaderboards
The LEADERBOARDS report quickly summarizes the Top 10 Nominators/Recipients across all programs, and related dashboard charts that display when, why and how recognition is being used by the top performers within the designated timeframe.
Leaderboard Report Overview:
Click to launch the Leaderboard report.
Report display can be refined by changing the parameters: Change Your View, Filter by a Program, Change Dates, Toggle Between TOP and BOTTOM performers, or Change the Size of the Lists.
After changing the report parameters, click to run/refresh the Report.
Toggle buttons for Nominator and Recipient views
Click a name to view the dashboard charts for that individual.
Click on the award totals to see all the awards.Slide12
Dashboard Reports: Leaderboards Detail
Clicking
through any of the names on either list from the LEADERBOARDS dashboard report will provide a table of all the awards that were issued or received by that individual during the designated time period. You can quickly scan dates, nominators/recipient names, award values and reason codes (if applicable).
Leaderboard
Report Detail Overview:
Display
of current report parameters.
Breadcrumb
navigation to return to the Leaderboards report.
Columns
can be resorted, ascending or descending, by clicking on the arrows. Slide13
Summary Reports: Nominator Summary
The NOMINATOR SUMMARY report provides you with an overview of active nominators across programs for designated time periods. The data will be displayed in a dual-bar format with the outer bar representing the total number of awards and the inner bar representing the total number of nominators within the program for the selected time period. Use this report to view how many active nominators are participating across the programs.
Nominator Summary Overview:
Click to launch NOMINATOR SUMMARY report.
Report display can be refined by changing the parameters: Change Your View, Filter by a Program, or Change Dates.
After changing the report parameters, click to run/refresh the report.
Display of current report parameters.
To click into program specific information, click on a segment of a bar you wish to see, or click a program name listed in the table (See Next Page).
Hover your cursor over graph segments to display supporting details.
Click this link to view a list od ALL nominators across all programs.Slide14
Summary Reports: Nominator Summary
Clicking
through any of the report elements on the NOMINATOR SUMMARY report will provide a table of all the nominators within the selected program for the designated time period. You can quickly scan nominator names, job titles and total nominations.
Nominator
Summary
Detail
Overview:
Click
to advance to the next page, or jump to the last page to view totals.
Display
of current report parameters.
Breadcrumb
navigation to return to the Nominator Summary report.
Columns can be resorted, ascending or descending, by clicking on the arrows. Click into names or totals to view details related to that record. Totals displayed at the end of the table (if the table has multiple pages, advance to the last page to view totals). Slide15
Summary Reports: Nominator Detail
Clicking through any of the names on table in the NOMINATOR SUMMARY report will provide a detailed table of all the awards that were issued by that individual during that time period. You can quickly scan dates, nominators/recipient names, locations, award details and other relevant information.
Nominator Summary Detail Overview:
Advance to the next/last page.
Display of current report parameters.
Breadcrumb navigation to return to the Nominator Summary report.
Columns can be resorted, ascending or descending, by clicking on the arrows.Slide16
Summary Reports: Recipient Summary
The
RECIPIENT SUMMARY report provides you with an overview of active recipients across programs for designated time periods. The data will be displayed in a dual-bar format with the outer bar representing the total number of awards and the inner bar representing the total number of recipients within the program for the selected time period. Use this report to view how many active recipients are participating across the programs.
Recipient
Summary Overview:
Click
to launch RECIPIENT SUMMARY report.
Report
display can be refined by changing the parameters: Change Your View, Filter by a Program, or Change Dates.
After
changing the report parameters, click to run/refresh the report.
Display
of current report parameters.
To
click into program specific information, click on a segment of a bar you wish to see, or click a program name listed in the table (See Next Page). Hover your cursor over graph segments to display supporting details. Click this link to view a list od ALL nominators across all programs. Slide17
Summary Reports: Recipient Summary
Clicking through any of the report elements on the RECIPIENT SUMMARY report will provide a table of all the recipients within the selected program for the designated time period. You can quickly scan recipient names, job titles and total awards received.
Recipient Summary Overview:
Click to advance to the next page, or jump to the last page to view totals.
Display of current report parameters.
Breadcrumb navigation to return to the Recipient Summary report.
Columns can be resorted, ascending or descending, by clicking on the arrows.
Click into names or totals to view details related to that record.
Totals displayed at the end of the table (if the table has multiple pages, advance to the last page to view totals).Slide18
Summary Reports: Recipient Summary Detail
Clicking through any of the names on the table in the RECIPIENT SUMMARY report will provide a detailed table of all the awards that were received by that individual during that time period. You can quickly scan dates, nominators/recipient names, locations, award details and other relevant information.
Recipient
Summary Detail Overview:
Advance
to the next/last Page.
Display
of current report parameters.
Breadcrumb
navigation to return to the Recipient Summary or Recipient Summary Detail reports.
Columns
can be resorted, ascending or descending, by clicking on the arrows. Slide19
Summary Reports: Award Summary
The
AWARD SUMMARY report provides you with a summary of all awards by current status. The data will be displayed in a segmented bar representing 100% of total award created during the designated time period. Use this report to quickly evaluate if the awards are being processed and shipped in a timely fashion.
Award
Summary Overview:
Click
to launch AWARD SUMMARY report.
Report
display can be refined by changing the parameters: Change Your View, Filter by a Program, or Change Dates.
After
changing the report parameters, click to run/refresh the report.
Display
of current report parameters.
To
click into program specific information, click on a segment of a bar you wish to see, or click a record in the table (See Next Page). Hover your cursor over graph segments to display supporting details. Slide20
Summary Reports: Award Summary Detail
Clicking through any of the report elements on the AWARD SUMMARY report will provide a detailed table of all the awards with that status during that time period. You can quickly scan relevant information to determine if there are any recurring trends or gain insights about those awards.
Award Summary Detail Overview:
Advance to the next/last Page.
Display of current report parameters.
Breadcrumb navigation to return to the Award Summary report.
Columns can be resorted, ascending or descending, by clicking on the arrows.Slide21
Admin Reports: User Set Up
The USER SET-UP report provides program administrators with a comprehensive participant summary file. Administrators can quickly scan eligible participants, identify their current status (active or inactive) and eligible roles across the programs.
User Set-up Overview:
Click to launch USER SET-UP report.
Advance to the next/last Page.
Columns can be resorted, ascending or descending, by clicking on the arrows.Slide22
Admin Reports: Award Details Extract
The
AWARD DETAILS EXTRACT
report provides a convenient way to extract the details for all award records across programs for a designated time period. Administrators can quickly scan, sort or pivot the information in a variety of relevant ways, or merge information with other data to create custom reports for presentations.
User
Set-up Overview:
1.Click the desired report to launch a AWARD DETAILS EXTRACT report.
2.Enter the START and END dates for the desired date range.
3.Click RUN EXTRACT button to initiate the report.
4.Either OPEN the file to view, or SAVE the file to your computer.
5.The report will generate a .csv file of all available data fields.