In this article, you will learn how to access the Point Budgets report and gain a purview into how points move throughout your organization's recognition platform. A sample Points Transactions report can be found here.
- Data Filters
- Key Data Metrics
- Budget Utilization Comparison
- Exporting Charts and Graphs
- Budget Summary/Source Data
Data Filters
To access this report:
- Select the “Admin” button at the bottom of the left navigation menu.
- Select “Insights”, “Reports”, then click “Point Budgets” 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.
- Budgets
- Status (Active or Archived)
If you plan on exporting the Points Budgets 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 |
| ACCOUNT TYPE | Budget | Possible values are Company, Peer, Personal, Approval (DEPRECATED), Budget, Retainer (DEPRECATED), AwardCodes, Credit Card, or Recognition Reserve. |
| BUDGET ALLOCATION* | 1525 | The total amount of points added to the budget during the time period selected in the data filters. This is only available for Budget or AwardCode types. |
BUDGET DEALLOCATION |
The total amount of points removed from the budget during the time period selected in the data filters. This is only available for Budget or AwardCode types. |
|
| BUDGET ID | 84859 | The ID assigned to the budget |
| BUDGET NAME* | Birthdays | The name of the budget |
| BUDGET SPENT* | 540 | The total amount of points that were allocated to employee wallets from budgets in the time period selected in the data filters. This is only available for Budget or AwardCode types. |
| BUDGET STATUS | Active | This value will either register as Active or Archived. |
| BUDGET UTILIZATION* | 6.17% | The ratio of budget spent to ending balance + budget spent as a percentage for the timeframe. This is only available for Budget or AwardCode types. |
| COST CENTER | United States - Birthdays | Cost Center name assigned to budget if applicable. |
| COST CENTER ID | USB4598 | Cost Center ID assigned to budget if applicable. |
| INITIAL TRANSACTION | 04/29/2023 7:08:49 PM | The date and time of the budget's first transaction (regardless of transaction type) in the MM/DD/YYYY hh:mm:ss format; allows you to know how long the budget has been in use. This is only available for Budget or AwardCode types. |
| LAST TRANSACTION | 4/21/2023 4:45:28 PM | The date and time points in the budget were last used in the MM/DD/YYYY hh:mm:ss format. This is only available for Budget or AwardCode types. |
| PARENT BUDGET | United States | The name of the parent budget if the budget used in the recognition was funded by another budget. |
| PARENT BUDGET ID | 3467801 | the ID associated to the parent budget grouping. |
| REMAINING BUDGET* | 8200 | The total amount of remaining points in the budget at the end of the time period selected. This is only available for Budget or AwardCode types. |
| STARTING BALANCE* | 7215 | The amount of points in the budget at the beginning of the time period selected in the data filters. This is only available for Budget or AwardCode types. |
*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 Point Budgets 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.
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.
Key Data Metrics
- Starting Balance - Total amount of points in budgets at the start of the selected time period
- Net Allocations - Total amount of points allocated to all budgets, minus all the deallocations within the time frame selected
- Points Given- Total amount of points allocated to employee wallets in the time frame selected
- Utilization - Percentage of points allocated to employee wallets in the time frame selected
- Remaining Budget - Total Points remaining in budget at the end of the time frame selected
Budget Utilization Comparison
The data visualization here displays a Budget Utilization Comparison in the form of a bar graph. Check the boxes on the left to show data for specific budgets. The darker pigmented section on a given bar will represent the quantity of points from that budget that were allocated to employee wallets, while the lighter shade represents the total amount of points that remain in the budget. The “% Percentage / #Amount” toggle allows you to view budgets data on the graph from either a percentage or points perspective. The drop down menu provides the option to view budgets data in alphabetical ascending/descending order, numerical ascending/descending order, or in total points spent ascending/descending order.
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.
Budget Summary/Source Data
At the bottom of the page you’ll find the report’s raw data. Click on the arrow next to each line item to view all of the transactions that have taken place from that budget in the filtered time period; this is the same data from the Point Transactions Report. If you were to export the report to a .csv/JSON file, this is the same format you would find. Export the transaction data for any given budget by selecting "Export". Use the search bar to search for keywords such as Budget Name and Cost Center. To view a sample Point Budgets report click here.
If you have any questions, please contact Awardco Admin Support.