Program administrators can pull comprehensive rewards reports from your Blueboard Admin Tools at any time. Login to Blueboard, go to Admin Tools > Data & Reporting > Data Export.
Input your desired filters for Date Range, Programs, and Include Rewards: Reward Statuses.
If you're looking for unredeemed rewards, select the "Sent" reward status. This captures rewards that have been sent out, but not yet redeemed.
If you're looking for redeemed rewards, select the following reward statuses: redeemed, scheduling, scheduled, completed.
Redeemed means that the recipient has selected an experience, scheduling means they are working with their Concierge, scheduled means they finalized all experience details with their Concierge, and completed means they have gone on their experience.
Click the down arrow on the Create CSV button, then either select "all fields" or "choose fields" to customize the fields you want in your report, then click Export to CSV to pull your report. Exported CSVs should live in your computer's downloads folder.
Fields in Report:
Reward Code
Reward Sent At
Reward Requester
Recipient Name
Recipient Email
Reward Level
Reward Price
Achievement
Personal Note
Date Activated
Date Redeemed
Experience Name
Date of Experience
Status
Denied By
Denial Justification
Deleted At
Budget Name
NOTE: for clients who utilize our CSV provisioning feature, your employee file sent to us with any custom metadata headers (i.e. Employee ID, Cost Center, Hire Date, etc) can be appended to each record in this section for reporting. When you click Create CSV > Choose Fields, you should see your custom headers listed as fields to export.
Have more questions? Reach out to support@blueboard.com