š Understanding Dashboards
What are Dashboards?
Dashboards provide a visual summary of user participation in your recognition program.
Administrators can view data for all users.
Team leads can view data for their own team(s).
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š Dashboard Categories
Dashboards are grouped into four categories, shown in the left-hand menu:
Recognition and Engagement
Performance and Achievements
Points
Rewards and Redemptions
Each category includes one or more dashboards specific to that theme.
Example: The Points category includes dashboards for Giving Points and Spending Points.
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š§° Dashboard Features
Each dashboard includes the following tools and features:
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š„ Team Selector
Choose which team(s) to include in the dashboard view.
Default:
For Admins: all users
For Team Leads: their assigned teams
ā± Timeframe Selector
Select the time period you want to view.
Default: Last 7 days
Options: Predefined ranges or click 'Go to full report' to select a custom date range.
š Insights and Statistics
Each dashboard summarizes data using:
Data cards
Charts or graphs
Specific insight boxes
Or a combination of the above
Displayed data is based on the selected timeframe and selected teams.
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š Quick Report View
Each dashboard includes a related Report that shows detailed, transaction-level data based on the dashboard theme.
Example:
The Rewards and Redemptions dashboard includes the Rewards Redeemed report, showing all redemptions within the selected timeframe and team filters.
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š§¾ Report Actions
Every embedded report includes two key buttons:
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š Go to Full Report
Opens the full report in the Reports section
Includes the same data fields
Provides more options for customizing the timeframe and applying advanced filters
š¤ Export
Export the report data in CSV or XLS format
Available for both full and filtered views
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āFAQs
Can team leads see dashboards for the whole company?
No, they can only see data for their assigned team(s).
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Is the dashboard report the same as the full report?
Yes, but the full report includes extra tools for filtering and customizing the view.
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Can I export data from a dashboard report?
Yes, you can export data directly from the dashboard in CSV or XLS format.
š¬ Need help?
Contact us at [email protected] for assistance with dashboards or report customization.