Report: Money Spent

It’s helpful to have data on the money spent on employee redemptions so you know exactly what employees value in terms of redemption options. The Money Spent report will help you find all money orders and payments over a selected period of time. This report is commonly used to view spending trends across the company, its departments, and their employees. Below, you will find out how to apply data filters to narrow down specific data points in the Money Spent report, and explanations how to interpret the data visualizations provided. 

1. Data Filters
2. Total Money Spent
3. Summarize By
4. Source Data

Data Filters

To access this report:

1. Access “Admin Settings”
2. Click on the “Reports” tab at the top of the screen.
3. Find the “Money Spent” report on the “Featured” tab
4. Click “Open”

Before running the report, we’ll need to select data filters. Select as many as you’d like to narrow down exactly what you need. These are optional; for any filter that is not selected the report will assume a “Select All” option. The following filters are available:

• Time Frame: Select the time frame you’d like the report to pull data from. Select an option from the list of default periods or specify a custom date range. The toggle to the right allows you to pull data from your local time or UTC (Universal Time Coordinated.) UTC is recommended for reconciliation with Awardco reports.
• Group
• Order Type
• Payment Method
• Award Options
• Any Metadata field listed on the user file

If you plan on exporting the Money Spent report, use the drop-down menu on the right to select columns that will appear on your exported .csv file. The column options are as follows:

• Date*
• Order Number*
• Payment Method*
• Full Name*
• Award Option*
• Quantity*
• Base Total*
• Base Currency
• Base Customs
• Base Shipping
• Base Tax
• Country Id
• Country Name
• Employee Email
• First Name
• Last Name
• Group
• Quantity Breakdown
• Item Name
• Mail Code
• UTC Date/Time
• Any Metadata field listed on the user file

*If no column specifications are applied, these columns will load by default.

Once you’ve selected your preferred filters, select “Run the Report” to display the data. If you’d like to export the data in a .csv format, select “Export”. If you’d like to save these search parameters, select “Save View” and enter a name for your saved view. The next time you access the Money Spent report you can access this saved view in the drop-down menu at the top right. If you “star” or favorite a saved view, it will be the default report that loads first and runs automatically.

Now that you’ve run the report, you’ll see below several data visualizations and graphs. The following sections will explain each and help you interpret spending trends.

Total Money Spent

The Total Money Spent summary visualizes data of funds (from Money Account) spent on employee redemptions in the form of a line graph. The X axis represents the time period selected in the data filters. The Y axis reflects the value of redemptions taken from the Money Account on the presented day, week, month, year etc. The solid line shows real time data and the dotted line represents data from the previous time period. The figure at the top is the total value of money in the Money Account allocated to employee redemptions in the filtered time frame.

Summarize By

This section shows a pie chart that summarizes redemption data from different filter categories presented in the drop-down menu to the right of the graph title. The initial filter applied here is Award Option. This view provides insight into what redemption options employees value the most.

If we look at the drop-down we’ll see we can select from a list of the filters we applied. If we select “Award Item”, the top redemption item details are shown.

Source Data

At the bottom of the page you’ll find the raw data that the data visualizations draw from above. If you were to export the report to a .csv file, this is the same format you would find. Use the search bar to search for keywords such as employee names, award options, and item values. Note: negative values in the Base Total, Base Customs, Base Shipping, or Base Tax columns represent an item return. Funds in the Money Account that were spent on an item will return to the Money Account balance.

If you have any questions, please contact our Awardco Support Team.