Accessing Point Program Reports

Locate the program you wish to manage. Next to the program, you’ll see options for Report, Users, and Purchases.

Report

This is the primary interface for administering a point program, giving an overview of the program and an interface for managing redemptions.

Users

The Users report is a CSV file with information about each user eligible for the program:

• User ID, name, email, and networks
• Number of purchases each user has made
• Number of points spent, earned, and available for each user

Data from this report can then be analyzed using your favorite spreadsheet tools to determine more complex metrics such as average points earned or spent per participating user, etc.

Purchases

The Purchases report is a CSV file with information about every redemption activity from the program:

• User ID, name, email, and networks
• Item ID and name
• Item price, quantity, and total cost
• Purchase date and status (purchased, denied, or canceled)
• User home and work addresses

Like the User report, this allows you to use your favorite spreadsheet tools to analyze purchase data for auditing or planning purposes.

Managing Redemptions

Within the main Point Program Report managers can review and act on users' redemption requests.

The default view shows New redemptions, which have not been marked as Rewarded, Denied, or Cancelled.

Switch between the All, New, Rewarded, Denied, or Cancelled filters as needed to review redemption history. From any tab, you can filter results by typing a user’s name, email, employee ID, or the item name into the search box.

Redemption Action Options

Program managers can Reward, Deny, or Cancel each redemption request.

Reward – Marks request as rewarded in all reports

Deny – Marks request as denied in all reports

Cancel – Marks request as canceled in all reports and restores the points to the requesting user.

Redemptions Using Digital Inventory

Digital Inventory (DI) is a powerful tool for implementing advanced redemption workflows. If an item in your point program is connected to DI, some workflows may automatically send emails or issue rewards without requiring you to approve/deny. 

Using Digital Inventory States allows you to create and trigger separate actions for your claims. For example, you could create a workflow that issues a reward upon approval or sends emails if more information is needed or a claim is denied. 

These states will appear as drop-down options for each claim. Choose the desired state and click "go." Different claims may have different options if the items claimed are connected to different workflows. 

Canceling any request fulfilled via Digital Inventory will not undo any associated workflow actions, such as emails sent, Tango rewards issued, or webhooks triggered. The claim will simply be marked as cancelled in the Point Program report and the associated points will be returned to the user. 

Editing Available Points

Occasionally you may need to edit the number of points a user has available to them. For example, if you want to give certain users extra credit for actions taken outside of RideAmigos, or to remove points to enforce a maximum accrual. Read more on adjusting point balances.