Tracking Recycled Funds for Reward and Recognition Programs
Clients can access the Recycled funds for R&R program report from SmartInsights in Reward Manager:
R627 - Recycled funds
Who can access recycles funds 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.
How to See the Reports
Once logged in to Reward Manager, users with Reports Viewer access can follow the steps below to see the reports:
> Select Smart Products on the Reward Manager left hand menu
> Select the SmartInsights™ option within Smart Products
> Select the Reporting option within SmartInsights™
> Enter a specific report name in the "Search by report name" bar at the top left of the page, or select RewardRecognition in the "Search by product" dropdown at the top right to see all reports relevant to Recognition (including nominations)
All reports can be displayed directly on the screen, or downloaded as a .xlsx file.
Information Included in the Report
This report shows all transactions where the funds have been recycled back to the client eg. this occurs on custom rewards transactions
Report can be filtered by:
- Time period (users can pull the report for one or more months)
Final report broken down by:
- Date transferred
- Name - Name of the member
- Payroll number
- Amount - Amount for the transaction in the program currency or points (based on the setup)
Each transaction is shown on a separate row in the report e.g. if a member has made a transaction where funds are recycled back to the main program balance, each transaction will be shown on a separate row. Example for such transactions are purchases for Custom Rewards