What can I see on the Home tab?

For: Owners, Managers

Home is the first page you see after you sign in. It shows a live list of recent activity and a full table of transactions.

Steps

Click Home. It is in the left sidebar, and it opens first after you sign in.
Read Recent Activity. It lists the newest events with a time, like points claimed, enrollments, rollovers (points that move at month end) and manual sends.
Check Upcoming Events. It names people with birthdays and work anniversaries coming up.
Read the Transactions table. Columns are Recipient, Category (Agent, Rollover, Manual and more), Campaign, Status, Created (ET, Eastern Time) and Points.
Narrow the view. Use the date range, department, location or campaign filters. The table shows only matching rows.

There is nothing to do on Home. It is a quick way to see that things are running.
The Send Points button in the top right lets you send points if your role can send.
For other tabs, see What is in the left sidebar of the admin dashboard?

Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.