In this article, you will learn how to access the Points Transactions report and see an overview of all transactions in your platform. Any transaction or exchange of points in your platform will be reflected in this report. A sample Points Transactions report can be found here.
Data Filters
To access the new Point Transactions report:
- Access “Admin Settings”
- Click on the “Reports” tab at the top of the screen.
- Find the “Point Transactions” reports on the “Featured” tab
- Click “Open”
Before running the report, we’ll need to select data filters. Select as many as you’d like to narrow down exactly what you need. These are optional; for any filter that is not selected the report will assume a “Select All” option. The following filters are available:
- Time Frame: Select the time frame from which you’d like the report to pull data. Select an option from the list of default periods or specify a custom date range. Use the drop-down menu to the right to pull the report in your preferred time zone. UTC is recommended for reconciliation with Awardco reports.
- Type: Transaction types represent the movement of points within the platform. Transaction types include:
- Deposit - Adding of points to the Company Account
- Withdrawal - Removing of points from Company Account back to the Company
- Allocation - Movement of points from the Company Account to budgets
- Deallocation - Movement of points from budgets to the Company
- Transfer - Movements of points between budgets
- AwardCode Creation, Claim, or Expiration (if applicable)
- Recognition - Movement of points from budgets to employee wallets
- Classic Recognition - Points sent through a Recognition Classic program
- Archived Points - Movement of points from wallets to the Company Account in the event of users being archived
- Manual Adjustment - Adjustment of wallet balances; points removed from wallets are sent to the Company Account
- Point Expiration - Movement of points from a wallet to the Company account if points aren't redeemed within a time period set by the organization
- Recognition Deletion - Movement of points from employee wallets to the original budget they were awarded from
- Order - Movement of points out of employee wallets
- User Funded Points - Points that are provided by user credit card
- Return - Points returning to employee wallets
- From: Select fund sources you’d like to see displayed on the report. These sources include:
- External (represents the deposit of points in the Company Account)
- Company Account
- Budgets
- Wallets
- To: The fund destination options are:
- Company Account
- Budgets
- Wallets
- Initiator: Select the name of the employee that initiated a fund transaction. These names include anyone with admin or budget access.
- Cost Center (if applicable)
- Any metadata included on your user file import
If you plan on exporting the Point Transactions report, use the drop-down menu on the right to select columns that will appear on your exported .csv file. The column options are as follows:
| Header | Example | Description |
| UTC DATE/TIME* | 4/4/2023 10:14:55 PM | Date and time of the transaction in MM/DD/YYY HH:MM:SS format |
| TRANSACTION TYPE* | Recognition | Classification that represents the movement of points within the platform |
| INITIATOR | Wayne White | Name of the user initiating the transaction or movement of points |
| INITIATOR ID | 56785 | Employee Id of the user initiating the transaction or movement of points |
| AMOUNT* | 15 | The amount of points involved in the transaction |
| SOURCE* | Budget - Birthdays | Origin of the points |
| DESTINATION* | Wallet - Janice Brooks | Location of where the points are being sent |
| SOURCE BALANCE | 16490 | Point balance of the source |
| DESTINATION BALANCE* | 15 | Point balance of the destination |
| SOURCE COST CENTER ID | Cost center Id of point source; applicable if using cost centers in budgets | |
| DESTINATION COST CENTER ID | Cost center Id of the point destination; applicable if using cost centers in budgets | |
| TRANSACTION ID | fjdsklfewr0329423454352 | Id assigned by the platform |
| AWARD NETWORK | Standard | The Award Network in which the redemption was made. |
| Meta : [value] | Any metadata value associated with the initiator. |
*If no column specifications are applied, these columns will load by default.
Once you’ve selected your preferred filters, select “Run the Report” to display the data. If you’d like to export the data in a .csv format, select “Export”. If you’d like to save these search parameters, select “Save View” and enter a name for your saved view. The next time you access the Recognition Details report you can access this saved view in the drop-down menu at the top right. If you “star” or favorite a saved view, it will be the default report that loads first and runs automatically. If you'd like a saved view to be sent to your email on a regular cadence, please visit our Sending Scheduled Reports article to find out more on how to configure this option.
Key Data Metrics
- Total: This figure represents the total number of transactions made in the specified time period. This number also accounts for the data filters applied.
- Inbound: This data point represents deposits made into the Company Account.
- Intercompany: These transactions include all exchanges of points within the platform such as Recognitions, Recognition Deletions, Allocations, Deallocations, and Transfers.
- Outbound: This amount shows how many orders were placed with points.
Source Data
At the bottom of the page you’ll find the report’s raw data. If you were to export the report to a .csv/JSON file, this is the same format you would find. Use the search bar to search for keywords such as transaction type and source. To view a sample Point Transactions report click here.
If you have any questions, please contact Awardco Admin Support.