For: Owners
If you oversee several admins who send spot rewards, you can see exactly who sent what, when, to whom, and why - and export the whole lot to a spreadsheet.
This is Owner-only, because only Owners see the spend columns.
Opening an admin's send history
Go to Settings -> Admins.
Find the admin you want to review.
Click their Remaining Spend figure. Their send history opens.
An admin with no monthly budget shows a dash instead, and there's nothing to open.
Reading the send list
Each row is one send: the date, the recipients, the total points, and the dollar value.
Click a row to see the subject, the message the admin wrote, and any attachment. This is where you see why the points were sent.
Recipients shows the member's name for a single send, or a count like "4 Members" for a group send.
The month dropdown lists every month that admin sent in, going back up to 24 months. Months follow your organization's time zone.
The footer shows remaining budget for the current month, or total sent for a past month.
Exporting for review or reconciliation
The Export button on the Admins toolbar gives you every admin, all time, by default.
Opening Export from inside an admin's send history pre-fills it to that admin and that month.
Either way, you can choose any set of admins and any date range before downloading.
The file has one row per recipient, with these columns: Sent At, Admin, Admin Email, Recipient, Recipient Jolly ID, Points, Amount (USD), Subject, Message, Attachment.
Because it breaks out one row per recipient with the dollar value attached, this is the export to use when you're reconciling spot-reward spend against a budget or a cost center.
What this does and doesn't cover
This view shows only the sends an admin made themselves. Points issued automatically by a campaign or an agent are recorded against that campaign, not against any admin, so they will not appear here.
If you want every point your organization issued, from every source, use one of these instead:
Wallet -> Transactions, then Export, for a full transaction history you can filter
The monthly Transactions email report, which breaks points earned and claimed down by campaign, by group, and by contact - see How do I get a report of points earned and claimed?
Common questions
Can a Manager see this? No. The spend columns, the send history and the export are all Owner-only.
Why is a scheduled or campaign send missing? The list only covers sends the admin made themselves. Anything a campaign or an agent fires is recorded against that agent.
Can I stop an admin sending more than a set amount? Yes - each admin has a monthly budget, and a send that would exceed it is blocked. See How do I set or change an admin's monthly send-points budget?
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).