Use Managers Statements report

The Manager Statements report offers managers a summary of their team's activity on a monthly or yearly basis, providing valuable operational insights

The Manager Statement report can be accessed in two ways:

*Note: The visibility of this option depends on whether the manager statement is enabled or disabled in system settings. 

Image: JobPts application - User Image – Manager Statement

The Manager Statement provides a monthly/yearly team award report.

 Image: JobPts application - Manager Statements Activity Report

Based on the hierarchy configuration in the system settings of the admin center, additional filters will appear in the "Managers Statements" report when the hierarchy in Analytics includes two or three levels.

Image: Admin Center – System Settings - Hierarchy Level

The exported Excel report will reflect the selected filter:

• If two levels are selected, the export will include data for two levels.

• If "Direct Reports" is selected, only direct reports will be exported.

• If "Down to Level 0" is selected, the export includes all levels, but data will be limited to level 3 to prevent information overload.

The available filters in Managers Statement report are as follows:

• Date From/Date Until – Allows filtering based on the date range. 

• Filter by Recipient's Name – Search for recipients by their name.
• Level – search by hierarchy level. This filter will be visible only if the hierarchy in the Analytics includes two or three levels. The "Down to Level 0" option will be available only if enabled as an export option in system settings.

Image - Admin Center – System Settings – Export Report Scope

• Status – Categorize awards by their status: All, Approved, Rejected or Pending
• Award Type – Choose the type of award: All, Non-Monetary, Monetary

Under the filters, the total approved amount is displayed in both points and the local base currency.

On the right side there is an ‘Export’ button.

The exported Excel report will reflect the selected filter:

• If two levels are selected, the export will include data for two levels.

• If "Direct Reports" is selected, only direct reports will be exported.

• If "Down to Level 0" is selected, an information message will appear, explaining that the export includes all levels, but data will be limited to level 3 to avoid information overload.

The list overview provides detailed information on the following: Number of Total Transactions within the Selected Period, Recipient's Name, Nominator's Name, Points, Award in local currency, Recipient's Country, Date of transaction, Status, and Actions.

The Actions option allows you to view a detailed overview of the award, including Manager First Level, Manager Second Level, Award Reason, Award Name, Award Message, and the option to Download the Certificate.

Image: Manager Statements Activity Report - Overview

 Image: Show Details Modal