Table of Contents

Admin Dashboard - Reports (Admin)

Sydney Davis Updated by Sydney Davis

The Admin Dashboard can be used to download various reports based on your needs.

To access the Admin Dashboard, click the ‘HR Panel’ button on the navigation bar.

Where to pull reports

The Reports page allows you to download a variety of Cooleaf activity reports.

From the Dashboard, click 'Reports'.

The Manager Panel dashboard gives you exclusive access to a range of reports tailored specifically to that dashboard. Learn more about the Manager Dashboard here.

Click ‘Download report’ next to the report that you would like to pull and a CSV file will be sent to the email address associated with your account.

Types of reports

Employee Reports

Employees Summary

This report will show all demographic information of all employees.

Engagement Report

This report is all encompassing and shows various different data points per each user including: challenge participation, event participation, recognitions given and received, sum of points received from challenges, events, surveys, and total. This report also breaks down the location, department, etc. of each specific user.

Events Reports

Events Summary

This report lists each unique event and the participation count by location, department, etc. This report can be pulled for a specific time range, or all time.

Events By User

This report lists all events by participant's name, email and activity date. This report can be pulled for a specific time range, or all time.

Rewards Reports

Rewards Summary

This report shows a summary of all employees' reward points balance and total number of points earned and redeemed. This report can be pulled for a specific time range, or all time.

Redemption

This report shows a list of all redemptions that occurred during a certain time period by employee name, reward items, and date redeemed. If you need to find out how many points were withdrawn, this report is for you.

Rewards By Activities

This report shows the reward points issues to employees for activity participation generated by the system.

Rewards By Peer Recognition

This report shows all reward points issued to employees for peer recognition including spot recognition and celebrations.

Rewards Combined

This report shows all reward points issued by both peer recognition and activity participation.

Rewards By Category

This report shows a summary of all recognitions issued categorized by reward programs and endorsements.

Gifting Report

This report shows rewards sent to users with additional fields.

Challenge Reports

Each individual Challenge has ability to generates a Challenge Report and a To-Do Report. Learn more about those here.
Challenges Summary

This report shows a summary of challenge participation by employee's name and reward points earned.

Challenges By User

This report shows a list of all challenges broken down into participant's name, location, and activity date.

Posts Reports

Posts By Tag

This report shows a summary of all posts listed by title, tags, username and date published.

Tips for Using Reports

When used effectively, the reports feature can offer you powerful insights into your team’s productivity. Interested in creating a leaderboard of your top performers? Download the ‘Rewards by Category’ report to see which employees earned the most recognition points for logging specific activities. Need to find out which of your recent challenges bestowed the most reward points? Download the ‘Challenges Summary’ report to find out.

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Platform User Roles & Permission Levels

Manage Employees (Admin)

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