SmartInsights™ - Tracking eCards usage With SmartInsights™ Reports

Introduction

This article discusses which R Reports can be used to track eCard usage.

SmartInsights is found in Reward Manager, under the Smart Products menu item.

Reports for eCard Usage

Clients can access two reports about eCards usage and engagement in Reward Manager:

• R61 - Number of eCards Sent
• R62 - Detailed eCard Report

NOTE: clients using Scheduled Recognition will not find it in R61 or R62. Even though Scheduled Recognition supports non-monetary recognition, this is always tracked separately from eCards. Clients need to refer to the report R94 (see article Tracking awards issued with SmartInsights reports) for any Scheduled Recognition sent (and to the reports in this article (Tracking your recognition budget with SmartInsights reports) for the impact of monetary Scheduled Recognition on budgets).

Accessing the eCard Reports

Everyone with Reports Viewer access in Reward Manager will be able to see and download these reports. If you would like to give this access to anyone in your organisation, contact your Client Success Manager or the Client Support team.

Once logged in to Reward Manager, users with Reports Viewer access can follow the steps below to see the reports:

1. Select Smart Products on the Reward Manager left hand menu
2. Select the SmartInsights™ option within Smart Products
3. Select the Reporting option within SmartInsights™
4. Enter a specific report name in the "Search by report name" bar at the top left of the page, or select eCards in the "Search by product" dropdown at the top right to see all reports relevant to eCards

All reports can be displayed directly on the screen, or downloaded as a .xlsx file.

Read on to find out more about the information included in each report.

R61 - Number of eCards Sent

• Information included: Total number of eCards sent each month (including shared eCards, private eCards and scheduled eCards)
   
• Report can be filtered by:
  • eCard category (select a specific category or display all categories)
  • Time period (users can pull the report for one or more months)
     
• Final report broken down by:
  • eCard type
    • Any previously used eCards that have been deleted or renamed will be counted in the "Old and deleted eCard types" row
  • Any custom employee data fields (e.g. Department, Location, etc.) that have been set up in List format (please contact the Client Support Team if you have any questions about this)

R62 - Detailed eCard Report

• Purpose: providing a detailed report of all eCards over a specific time period, including the sender's personal message
   
• Report can be filtered by:
  • eCard category (select a specific category or display all categories)
  • Time period (users can pull the report for one or more months)
  • Any custom employee data fields (e.g. Department, Location, etc.) that have been set up in List format or as Enterprise fields (please contact the Client Support Team if you have any questions about this)
  • eCard type
    • Some eCards may appear multiple times in this dropdown, even though only one eCard with that name is currently available. This is because the system includes old eCards that have been deleted at a previous stage
  • Opened eCards (select No to include unopened eCards in the report)
  • Hidden eCards (select Yes to include scheduled eCards, and / or eCards that were previously available for employees to send to each other but have been hidden from the site at a later stage)
     
• Columns included in the final report:
  • eCard date
  • eCard name
  • Reason (i.e. the sender's personal message)
  • Shared? (Yes means the sender chose to share the eCard on the Social Wall)
  • Sender's first and last name
  • Sender's employee ID
  • Sender's custom employee data fields (e.g. Department, Location, etc.) that have been set up in List format or as Enterprise fields (please contact the Client Support Team if you have any questions about this)
  • Recipient's first and last name
  • Recipient's employee ID
  • Recipient's custom employee data fields (e.g. Department, Location, etc.) that have been set up in List format or as Enterprise fields (please contact the Client Support Team if you have any questions about this)

FAQs

Can Reward Gateway customise these reports on a client by client basis?

What are Hidden eCards?

The numbers in R61 and R62 don't seem to match. Why is that?