📊 Understanding Reports
Who can use Reports?
Administrators can view data for all employees.
Team leads can view data for their own team members.
Reports provide transaction-level or aggregated data about employee participation in your recognition program.
📁 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 an employee earned an award—whether from a recognition, campaign, or milestone—during the selected timeframe.
🔍 Report Features
Each report includes the following tools and controls:
⏱ Timeframe Selector
Choose a specific time period for your report.
Default: Last 7 days
Options: Predefined ranges or a custom date range
🔎 Search Bar
Search by any keyword found in the report
Examples:
Employee name: “Suzanne Smith”
Badge name: “Excellence at Work”
🔧 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)
📤 Export Options
Export report data to CSV or XLS format
You can export all results or just the filtered view
🛠 Additional Report Tools
📌 Column Sorting and Filtering
Sort or filter any column
Example: Filter by employee name under the Name column
📋 Column Organization
Rearrange column positions within the report
🎯 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
💡 Tip
Use pivot tables for custom views and deeper analysis—such as grouping data by department, team, or region.
❓FAQs
Can team leads see all company data?
No, team leads only have access to reports for their own team members.
Can I export filtered data?
Yes, you can export either the full report or just the filtered view.
Can I customize which columns appear in the report?
Yes, you can reorder columns and build a pivot view using the right-side panel.
📬 Need help?
If you have questions about using Reports or configuring filters, please contact us at [email protected].