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      Bulk Recognitions Report

      This article helps admins track scheduled recognitions, providing an overview of bulk-uploaded recognitions and their statuses, making it easy to distinguish them from regular transactions sent through the app for better monitoring and organization.

      Login to JobPts -> Admin Center -> Transactional Reports -> Bulk Recognitions Report

      Image – Bulk Recognitions Report

      At the top of the page, the following filters are available, allowing admins to easily refine their search: Date From & Date Until, Status and Search Users field.

      • Date From & Date Until: Admins can select a time range to view scheduled, sent, or failed transactions. By default, "Date From" shows the first day of the current month, and "Date Until" shows today's date.

      If no transactions are found for the selected time range or filter combination, the message "No data available for the selected filters. Please adjust your filter criteria and try again" will appear.

      • Status – Filter by status of the recognition (Scheduled, Sent, Failed).
      • Search user – Filter to search for particular users.
      • Search button - Allows the admin to search for specific data based on the selected criteria.

      The "Bulk Recognitions Report" includes the following columns below:

      • Sender – Full Name of the person assigned as a sender for the transaction(s).
      • Upload Reason - Showing the reason for sending the transaction(s).

      Image: Bulk Upload Reason modal

      • Details - Once the 'Details' button is clicked, it will either download the Excel file used for the upload or, if an individual transaction was sent, it will display the details of the recognition giver/approver along with the recognition message.
      • Program Name – The name of the program used for sending transactions.
      • Scheduled Date – The date when the admin scheduled the recognitions.
      • Scheduled By – The full name of the person responsible for scheduling the transaction submissions.
      • Transaction Date - The date when the transactions will be actually sent.
      • Status – Showing the status of the transaction: Sent, Scheduled or Failed

        If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.