Report: Money Deposited

As an Awardco admin, a key aspect of managing the platform is ensuring sufficient funds are deposited into your organization's Money Account to cover employee redemptions. This "Money Deposited" report provides a comprehensive view of all cash deposits made into the Redemption Account. It's commonly used to analyze deposit trends and to locate specific deposit information. This article will guide you through the filters you can apply to narrow down specific data points within the report and explain how to interpret the provided data visualization.
 

1. Data Filters
2. Total Money Deposited
3. Exporting Charts and Graphs
4. Source Data

Data Filters

To access this report:

1. Log In to your account
2. Select the “Admin” button at the bottom of the left navigation menu.
3. Select “Insights”, “Reports”, then “Money Deposited” from the left navigation menu

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. 
• Transaction Type: Select from Deposit, Reversal, or Order.
  • Deposits represent the amount of money added to the Redemption Account.
  • Reversals represent money refunded from the Redemption Account back to your organization.

If you plan on exporting the Money Deposited 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:

 

*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 Money Deposited 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. 
 

Total Money Deposited

Below the Money Deposited summary, you’ll find a bar graph that sums up money deposited in the organization’s Money Account. The X axis represents the time period selected in the data filters. The Y axis reflects the value of deposits made in the account on the presented day, week, month, year etc. The figure at the top is the total value of money deposited in the Money Account in the filtered time frame.
 

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

In this section, you’ll find the raw data that the data visualization draws 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 transaction types and invoice numbers. Note: negative values in the amount column represent an item return. Money in the Money Account that was spent on an item will return to the Money Account balance.
 

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