š Understanding Reports
Who can use Reports?
Administrators can view data for all users.
Team leads can view data for their own team members.
Reports provide transaction-level or aggregated data about user participation in your recognition program.
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š Report Categories
Reports are organized 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 reports related to its theme.
Example:
The Awards report (in the Performance and Achievements category) shows each instance where a user earned an awardāwhether from a recognition, campaign, or milestoneāduring the selected timeframe.
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š Report Features
Each report includes the following tools and controls:
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ā± Timeframe Selector
Choose a specific time period for your report.
Default: Last 7 days
Options: Predefined ranges or a custom date range
š Search Bar
Search by any keyword found in the report
Examples:
User name: āSuzanne Smithā
Badge name: āExcellence at Workā
š§ Filters
Apply filters to narrow down your data:
By Role: Everyone, Administrators, Non-Administrators
Account Status: Pending, Active, Inactive, Deleted
Teams: Filter by team name and role (Team leads or Team members)
Countries: View data by country
Custom Attributes: Filter by fields like Department or Region (as configured in your Qarrot account)
š¤ Export Options
Export report data to CSV or XLS format
You can export all results or just the filtered view
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š Additional Report Tools
š Column Sorting and Filtering
Sort or filter any column
Example: Filter by user name under the Name column
š Column Organization
Rearrange column positions within the report
šÆ Pivot Table & Advanced Filters
Located in the right panel of each report:
Filters Tab: Apply advanced filtering logic
Columns Tab: Use pivot tables to rearrange and group your data
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š” Tip
Use pivot tables for custom views and deeper analysisāsuch as grouping data by department, team, or region.
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āFAQs
Can team leads see all company data?
No, team leads only have access to reports for their own team members.
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Can I export filtered data?
Yes, you can export either the full report or just the filtered view.
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Can I customize which columns appear in the report?
Yes, you can reorder columns and build a pivot view using the right-side panel.
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š¬ Need help?
If you have questions about using Reports or configuring filters, please contact us at [email protected].