How do I get a monthly report of points earned and claimed?

For: Owners

The monthly Transactions report is an Excel file sent to your email. It shows points given and claimed, with totals by campaign, group and person.

Steps

Open Wallet. Click Wallet in the left sidebar.
Click Email report. Scroll to the Transactions section. The button is next to Export.
Add recipients. Click + Add recipient for each extra email address.
Pick the day. Choose the Day of month you want the report.
Save. Leave Enabled on. Click Save changes. The report arrives on that day each month.

The Excel file has a tab with one row for every award. Other tabs show totals by campaign, group and person.
It arrives in each person's own time zone and language. Only one copy is sent for each month.
Each company has one Transactions report, so add everyone to the same list.
You cannot send it early, because it is a monthly total. For numbers right now, use Export on the Wallet page.
The report leaves out redemptions and Shop orders.
To change, pause or delete it, or to add other reports, see What other reports can I email myself?

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