Report: Client Fulfillment (Legacy)

Previously, it was harder to keep track of uploaded item redemptions in custom catalogs. With the Client Fulfillment report, admins and contacts in charge of fulfilling these items can now generate reports to view all information regarding these redemptions in one place. This article will explain filters you can apply to narrow down specific data points, and how to interpret the data visualizations provided. Click here for a downloadable sample report.

1. Data Filters
2. Total Orders and Total Points Spent
3. Trend Graph
4. Summarized By Graph
5. Exporting Charts and Graphs
6. Source Data

Data Filters

To access this report:

1. Access “Admin Settings”
2. Click on the “Reports” tab at the top of the screen.
3. Find the “Client Fulfillment” report on the “Featured” tab
4. Click “Open”

Before running the report, apply filters to narrow down your data. Unselected filters default to “Select All.” Available filters include:

• 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. 
• User Country
• Current Employee Status
  • Active
  • Archived
• Category (category selected when the uploaded item was created)
• Catalog
• Cost Center
• Any metadata tag
• Data Visibility: Filter data based on organizational hierarchy:
  • Immediate Reports: View data for direct reports.
  • All Reports: Access data for all users in your downline.
  • Everyone: See data for the entire organization.
  • Peers: Review data for colleagues with the same manager.

If you plan on exporting the Client Fulfillment 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:

Now that you’ve run the report, you’ll see below several data visualizations and graphs. The following sections will explain each and help you interpret engagement trends and recognition program usage.
 

Total Orders and Total Points Spent

This section displays two data points: the total number of orders made in the filtered time period, and the amount of points spent on those orders.

Trend Graph

The data visualization here displays redemption trends of client fulfilled items in the form of a line graph. The X axis represents the time period selected in the data filters. The Y axis reflects the number of redemptions for client fulfilled items on the presented day, week, month, year etc. The solid line shows real time data and the dotted line represents data from the previous time period. Hover over different points on the line to view pop up windows that display numerical data from the graph

Summarized By Graph

This section shows a pie chart that summarizes redemption data of client fulfilled items from different filter categories presented in the drop-down menu to the right of the graph title. The initial filter applied here is Award Item. This view provides insight into the top client fulfilled items redeemed.

If we look at the drop-down we’ll see we can select from a list of the filters we applied. If we select “Catalog”, the orders by catalog are shown.

Exporting Charts and Graphs

If you'd like to export any chart, graph, or data visualization as a single PNG image, click on the circular icon at the top right of any graph. 
 

Source Data

At the bottom of the page you’ll find the raw data that the data visualizations draw from above. 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 employee names, catalogs, and item categories.
 

If you have any questions, please contact Awardco Admin Support.