For: Owners, Managers
If you need a breakdown of the points your organization issued and how many of them your people actually claimed, you don't have to build it by hand. Jolly can email you a monthly Transactions report, and you set it up in a few clicks from the Wallet tab.
What's in the report
The Transactions report arrives as a multi-tab Excel workbook (.xlsx) covering points earned and claimed for the period:
A full per-issuance export - one row for every award
A rollup by campaign, with organization totals
A rollup by group, with organization totals
A rollup by contact, so you can see it per person
Redemptions and Shop order data are not included - this report is about points issued and claimed, not what members spent them on.
Setting it up from the Wallet tab
Go to Wallet in the left sidebar.
Scroll down to the Transactions section and click Email report, next to Export. The setup window opens already set to the Transactions report.
Add your Recipients. Click + Add recipient to add more than one address.
Frequency for this report is Monthly. Choose the Day of month you want it to arrive.
Leave Enabled switched on, then click Save changes.
That's it. The report goes out on your chosen day each month, in each recipient's own timezone and language, and only one copy is sent per period.
Managing the report later
Go to Settings -> Email Reports. That tab lists every report your organization has set up, with its report type, status, cadence and recipients. Click a row to open it again, where you can:
Change the recipients or the day of the month
Switch Enabled off to pause delivery without losing the setup
Click Delete report to remove it entirely
Use + Add email report on the same tab to set up any of the other report types.
Good to know
There is one Transactions report per organization, so add everyone who needs it to the same recipient list rather than creating a second one.
There is no "send now" option on the Transactions report, because it's a monthly total. If you need a figure right away, use Export on the Wallet tab instead.
Recipients who aren't part of your organization can be skipped at delivery. If someone isn't receiving the report, check that they exist as a contact or admin in your Jolly account.
Other reports you can email yourself
Referrals - new referrals for the period, a status breakdown, and a Needs attention list of first-stage referrals left uncalled for 7 or more days. Weekly, monthly, daily, or one email per referral.
Survey responses - sent the moment someone submits, with the respondent, the submission time, and every answer. You can point it at one specific survey or at all of them.
Transactions - the monthly points report described above.
Email reports are being switched on organization by organization. If you don't see an Email report button on the Wallet tab or an Email Reports tab under Settings, email us and we'll enable it for your account.
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).