✅ Transactional Reports
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      Completed Transactions All Report

      Learn how to access analytics for all transactions.

      The ‘Completed Transactions All’ report in JobPts provides a centralized view of all recognition and nomination transactions across your organization. This includes sent recognitions, nominations, winners, and the status of each (approved, rejected, or edited). Designed for admins, the report enables in-depth analysis through a range of filters such as program name, type, department, country, user role, and date range.

      You can also identify transactions with changed values, shared points, and differentiate between monetary and non-monetary recognitions. This is the only report where you can view nomination winners and includes the ability to export the data to Excel for further analysis.

      Log in to JobPts -> Admin Center -> Transactional Reports -> Completed Transactions All

      To access the report, log in to the Admin Center of the JobPts application. On the left-side panel, click on Transactional Reports then select Completed Transactions All.

      Image: Completed Transactions All

      Several Filter options are available to get the desired results: 

      • Program name - here is a consolidated list of all existing recognition programs, nomination programs, earn points campaigns, or significant moments that matter. This enables a detailed analysis of events associated with a specific program, campaign, or moments that matter.
      • Program type - four program type options are available under this filter:
        • Peer-to-peer;
        • Nomination;
        • Earn Points;
        • Moments That Matter
      • Filter by - option to filter the transactions by sender, recipient or approver.
      • Country - select a specific country from the drop down menu and access the data for that specific country.
      • Department - complementing the country filter, you can select a specific department (business unit) to get the results co-related to that department.
      • Date from & Date until - the time range you wish to get the report results.
      • User role - depending on if the user is a giver or a receiver, two options are available – check all the completed transactions for a particular user either as a giver or as a receiver of recognitions.
      • Search users - in conjunction with the previous filter, find an employee by typing a name to get more detailed information.

      Bellow these filters, there are a few more in form of checkboxes:

      • Approved - shows all the approved transactions
      • Rejected - shows all the rejected transactions 

      *Note: By selecting both checkboxes you can review all approved and rejected transactions simultaneously.

      • Changed values - this filter helps you check all transactions with changed values. For example, an employee sent a recognition to another one valued at 30 pts. The supervising manager decided to correct the value to 15 pts. This is a changed value. Select this checkbox, and then continue Search, the new screen will appear displaying the initial and the award value.

        *Note: when you select this checkbox, all other checkboxes are read-only.
      • Shared - helps you filter the shared points. In the application, there is an option for an employee to share the points with other employees. Selecting this option will present these transactions.

        *Note: once you select this option, all other filters will be read-only.
      • Include monetary - shows all monetary recognition transactions.
      • Include non-monetary - shows all non-monetary recognition transactions.

      Once you set the preferred set of filters, click on the Search button to get the results.

      Delete button next to some of the transactions enables deleting only the non-monetary peer to peer transactions. For example, if there is a non-monetary nomination with approval, it cannot be deleted.

      Once you set the preferred set of filters, click on the Search button to get the results.

      The "Delete" button is visible for specific transactions within the Completed Transactions - All report, under the following predefined conditions:

      Eligible Transactions for Deletion:

      • Non-Monetary Awards
      • Monetary Awards, only if they meet both of the following criteria:
        • Automatically approved
        • Configured with zero approval levels

      Image: Delete Transaction

      *Note: Before deleting a transaction, the admin needs to ensure that the user's point balance is sufficient to cover the value of the award. If the points have already been used or are no longer available, the deletion process will not be permitted.

      Also, you can check the nomination winners. This is the only section to check the nomination winners in the reports. Under Program Type, select Nomination, and in the results, under the Program Name, you will see written next to the winners ‘(WINNER).'

      Image: Completed Transactions All – Nomination Winner View

      An option is available to Export this report in an Excel file.

      It is a comprehensive spreadsheet with more additional information such as the username of the senders and receivers and their email addresses, if they belong to some board area, the username of the approvers, award messages, award value points, award name, transaction date, status (approved-rejected).

      Also, when a bulk recognition is sent from the admin side, in the Completed All Transactions excel download, there is a column for the Admin Sender.

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