The User Point Balance report gives you a view into individual user’s point balances and utilization. Reference the article below for more information on how to use and interpret this report.
- Data Filters
- Key Data Metrics
- Point Comparison
- Utilization Comparison
- Exporting Charts and Graphs
- Source Data
Data Filters
To access the User Point Balance report:
- Select the “Admin” button at the bottom of the left navigation menu.
- Select “Insights”, “Reports”, then “User Point Balance” from the left navigation menu.
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.
- Employee Status: Active or Archived
- Supervisor
- Country
- Award Networks
- Any metadata included on your user file import
- 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 User Point Balance 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 | Calculation |
| NAME* | Aaron Cellier | User’s full name. | - |
| FIRST NAME | Aaron | User’s first name. | - |
| LAST NAME | Cellier | User’s last name. | - |
| STARTING BALANCE* | 0 | The number of points in the user’s point balance at the start of the selected time period. | Transaction.Balance * PointMultiplier |
| INCOMING* | 50 | The number of points that have been deposited into the user’s point balance during the selected time period. This amount may include deposits such as manual point balance adjustments, and points from an item return. | If Transaction.Amount > 0 then: SUM(Transaction.Amount * PointMultiplier) - RecognitionDeletionAmount |
| OUTGOING* | 20 | The number of points that have been spent from the user’s point balance during the selected time period. This amount may include manual point balance adjustments, point expirations, and archived user points. | If Transaction.Amount < 0 then: Sum(-Transaction.Amount * PointMultiplier) - Returns |
| AWARDED* | 50 | The number of points that have been awarded to the user during the selected time period. This amount strictly represents points awarded through recognitions. | If Transaction.Amount > 0 and from account of type AwardCode, Budget, or Peer then: SUM(Transaction.Amount * PointMultiplier) - RecognitionDeletionAmount |
| REDEEMED* | 20 | The number of points the user has spent during the selected time period. | If Transaction.Amount < 0 and redemption then: Sum(-Transaction.Amount * PointMultiplier) - Returns |
| REMAINING BALANCE* | 95 | The number of points in the user’s point balance at the end of the selected time period. | Transaction.Balance * PointMultiplier |
| UTILIZATION %* | 40.00% | A percentage of how the point balance has been utilized by the user. | Outgoing / (StartingBalance + Incoming) |
| EMPLOYEE ID | 55152 | User’s Employee ID. | - |
| EMPLOYEE EMAIL | aaron.cellier@awardcosupport.com | User’s email. | - |
| EMPLOYEE STATUS | Active | The employment status of the users. This value will either be "Active" or "Archived." | - |
| SUPERVISOR | Nathan Derocles | Name of user’s direct supervisor. | - |
| COUNTRY | US | User’s country. | - |
| Metadata (meta: [value]) | Sales | The current metadata of the user. One column per MetadataName. | - |
*If no column specifications are applied, these columns will load by default.
Key Data Metrics
Right below the data filters, you'll see five tiles with key data metrics:
- Starting Balance: The total number of points in all user point balances at the start of the selected time period.
- Incoming: The total number of points that have been deposited into user point balances during the selected time period.
- Outgoing: The total number of points that have been spent from user point balances during the selected time period.
- Utilization: The total points outgoing/points redeemed divided by the starting balance plus points incoming/awarded.
- Remaining Balance: The total number of points remaining in user point balances at the end of the selected time period.
Point Balance Comparison
The bar graph below shows a point comparison between all users. The x-axis displays the name of each user and the y-axis shows the number of points. Use the check boxes to view data for only certain users. Order the data alphabetically or in order of quantity using the drop-down menu. Group point comparison data by users, country, supervisor, role, and metadata using the drop down menu in the center. Compare either points Awarded, Redeemed, or Remaining using the toggle to the right of the drop-down menu.
Utilization Comparison
The bar graph below shows a utilization comparison between all users. The x-axis displays the name of each user and the y-axis shows the number of points. Use the check boxes to view data for only certain users. Order the data alphabetically or in order of utilization using the drop-down menu. Group utilization comparison data by users, country, supervisor, role, and metadata using the drop down menu in the center. Use the toggle to the right of the drop-down menu to have the data display as a percentage or number. The darker section of each bar represents the points redeemed, while the lighter section represents all the points available in the user’s point balances to spend.
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 and status.
If you have any questions, please contact Awardco Admin Support.