Report: Money Spent

Understanding how money is spent on employee redemptions provides valuable insights into what your employees value most among the available options. The "Money Spent" report allows you to track all money orders and payments within a specific timeframe. This report is commonly used to identify spending trends across your organization, its departments, and individual employees. Below, you'll learn how to use data filters to pinpoint specific information within the report and how to interpret the provided data visualizations.
 

1. Data Filters
2. Total Money Spent
3. Summarize By
4. Exporting Charts and Graphs
5. 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 Spent” 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. The report will include any orders that were processed within the time range you choose. 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.
• Order Type: Filter by "Order," "Return," or "Adjustment."
• Payment Method: Filter by "Credit Card," "Redemption Account," or "Pay By Invoice."
• Award Options: Filter by the award option associated with the order.
• Metadata: Filter by a specific metadata value for a given metadata name.

If you plan on exporting the Money Spent 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 Spent 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 spending trends.
 

Total Money Spent

The Total Money Spent summary visualizes data of funds (from Money Account) spent on employee redemptions in the form of a line graph. The X axis represents the time period selected in the data filters. The Y axis reflects the value of redemptions taken from the Money Account 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. The figure at the top is the total value of money in the Money Account allocated to employee redemptions in the filtered time frame.
 

Summarize By

This section shows a pie chart that summarizes redemption data from different filter categories presented in the drop-down menu to the right of the graph title. The initial filter applied here is Award Option. This view provides insight into what redemption options employees value the most.
 

If we look at the drop-down we’ll see we can select from a list of the filters we applied. If we select “Award Item”, the top redemption item details 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. The report will return one row per order. If you were to export the report to a .csv/JSON file, this is the same format you would receive. Use the search bar to search for keywords such as employee names, award options, and item values. 

Note that negative values in the Base Total, Base Customs, Base Shipping, or Base Tax columns represent an item return. Funds in the Money Account that were spent on an item will return to the Money Account balance.
 

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