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How do I view my organization's engagement dashboard?

Where to find your organization's activity feed and full transactions table, and how to navigate deeper into Wallet, Contacts, and Campaigns.

For: Owners, Managers, Viewers

A live feed of activity and a full transactions table - right from Home.

Accessing the dashboard

Log in and click Home in the left sidebar. It loads by default after login.

In the screenshot below:

  1. Recent Activity shows the latest points and enrollment events.

  2. Transactions shows detailed wallet activity, including recipient, category, campaign, status, date, and points.

What you'll see

  • Recent Activity - a chronological feed of the latest events: points claimed, agent enrollments, rollovers, and manual sends, each with a timestamp

  • Transactions - a full table of every points movement, with columns for Recipient, Category (Agent, Rollover, Manual, etc.), Campaign, Status, Created (ET), and Points

  • Send Points - the button in the top right of the page lets Owners and Managers award points on the spot

Navigating deeper

Use the left sidebar:

  • Wallet - billing balance, transactions, and funding history

  • Contacts - employee-level data and individual point history

  • Campaigns - campaign and agent activity

  • Referrals - job posting status and referral pipeline

  • Attachments - manage files attached to campaigns and surveys

  • Surveys - create surveys and review responses

Apply date range, department, location, or campaign filters to narrow your view.

Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).

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