Reports - Insights Hub Reports Overview – RG Help Center

Introduction

This article covers Insights Hub Reports. It explains what the feature is, who can access it, what it can do and how the user journey works. This article is for Business Units (CSMs, Account Managers, Support and Implementation) and includes internal guidance.

Overview

Insights Hub Reports is the single place where client admins find, customize, run, and manage reports. It brings together standard report templates, saved custom reports, report customization and run/export.

The customization is a part of the functionality. Client admins can build line-item reports tailored to their own needs by choosing columns, ordering them, applying filters, previewing results, saving the setup and downloading the report as a spreadsheet.

Current coverage: Version 1 supports custom reports built on three R&R recognition usage reports:

R57: Detailed nomination report
R86: All instant awards by program
R94: Awards issued

Benefits

Reports run faster and give consistent, correct data, whatever the data volume
Clients can build their own custom reports without asking Support or their CSM
Admins spend less time manually editing data in spreadsheets
No extra cost: there is no separate pricing from Product

Prerequisites

Role: The client admin needs the Reports Viewer role. Users without it can't access Reports
Modules: Custom reporting in V1 needs the R&R module. Which reports are available depends on the client's subscribed products and enabled modules
Platform: Web only. It's not available in the mobile app
Access path: Programme page → Account → Insights Hub → Reports

Core Feature Summary

Report Templates Tab 
The starting point for all reporting. It opens on the Report Templates tab by default.
Lists the standard reports with report code, name, description, type and actions. Admins can Run a standard report as it is, or Edit it to start a custom report. Search appears when there's more than one page of results and covers the full list.
Custom Templates Tab 
Saved all custom templates done in a company regardless who the template's creator is.

Custom Reports Tab 

Shows the saved custom reports for the client only. Admins can run, edit or delete them. Deleting asks for confirmation first.

Custom Report Builder

Select columns: choose only the data you need. At least one column must stay selected
Order columns: arrange the columns in the order you want
Filters: narrow the report to specific data. Where there are several filters, admins can choose whether each row must match all of them or any of them
Preview: see a sample of the results (up to 10 rows) while building the report
Save: save the setup under a name to reuse it later
Run and export:  Pick a date range, check the preview and download the report as a spreadsheet Duplicate export requests are blocked while an export is still running

Key Benefits

Pain point solved: Today's R Reports are generic and can't be customized. Clients can't choose columns, segment data or filter it. Reporting is spread across older pages and report codes, so clients often need help from Support, their CSM or engineering. Customer-facing teams have also reported that clients often need several reports and a lot of manual Excel work to answer a single question.

Personalization options: Choose columns, order columns, filter with all/any logic, and save named reports for reuse.

Value for HR teams:

Self-serve reports that fit their use cases, with no need to scroll through irrelevant data

No need to rebuild the same report from scratch each time
Faster, more reliable data for reconciliation, programme tracking and QBR-style storytelling

Value for Business Units: Fewer support tickets and fewer requests to run reports on clients' behalf.

How It Works

Run a Standard Report

Go to Account → Insights Hub
Select Reports in the left-hand menu
On the Report Templates tab, find the report you need
Select Run
Set the date range
Check the preview
Export the report

Create a Custom Report

On the Report Templates tab, select Edit on a supported template (R57, R86 or R94)
Add or remove columns
Drag the columns into the order you want
Apply filters and choose all/any logic
Preview the results
Save the report with a name
Export the report

Reuse a Saved Report

Open the Custom Reports tab
Run, edit or delete a saved report

Use Cases

Recognition programme tracking: see whether a nomination programme, instant award or value is gaining traction.

Reconciliation: check awards issued against programme funding and budgets.
Engagement analysis: see who sends and receives recognition, by department, region or profile field.
QBR preparation: pull focused data to show recognition activity against client goals.
Recurring reporting: save a configuration once and run it again each month, without rebuilding it.

User Experience

Client admins (Reports Viewer): one clear Reports area with standard templates and their own saved reports kept separate. The builder lets non-technical users customize reports without help. Loading, empty, error, success and no-access states are handled throughout.
Business Units: a consistent experience to demo and support. Reports work the same way across markets, and labels and date formats are designed to support localization.

Compliance and Security

Access is limited to users with the Reports Viewer role
Tenant isolation: admins only see reports and data for their own client or scheme. This is enforced on the server for listing, preview, save and export.
Internal-only reports are excluded from what clients see

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