Quick explainer video:

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Reports are a key feature in Compass, providing essential insights and tracking trends on important KPIs. By converting raw, supporting, and relevant data into actionable information, reports help evaluate if an organization's actions are achieving the desired outcomes, growth, and behaviours.

On Compass, we have a wide range of reports that help admins do this - there are various use cases where these reports play a key role for a Compass admin:

A performance report is a plan-level report that gives values for all rewards configured in the respective Plan against all the plan participants. This report is accessible via the Dashboard tab as shown below:

This is a system-generated report for every Plan that has been configured on Compass.

The admin can access these via two places for individual Plans:

Under Dashboard, by cycling through the Plan names from the dropdown

Under Plan, click on the three dots against the specific Plan name and click on View Dashboard.

Upon expanding this report (using the four arrows at the top right of the tab), we get a full view of the report and further options of filters, downloading the report in a CSV format (top right, from left to right), and pagination options (bottom right), as shown in the screenshot below.

Performance reports are typically very useful in tracking the performance of all employees for each KPI (that forms the incentive structure) under one report.

Admins can easily organize performance reports by pinning and reordering columns.

Here's how:

2. Manage Columns:
Click Manage Column to:

Navigate to the Reports overview section, and you can see a graphical representation of the last 6 months' trends on the four parameters:

Also, on the top left, you can find the current balance in the account. The end users use this balance to redeem their earned points through our Marketer.

The Payout Report in the Reports tab enables admins to track complete payouts on a user-wise basis within specified dates. This report provides a clear overview of all transactions, ensuring transparency and accurate record-keeping of payouts.

Please note: The parameters in the report are admin customizable.

It tracks the following parameters:

The ASC 606 report in Compass provides a standardized framework for recognizing revenue in compliance with the Accounting Standards Codification (ASC) 606 issued by the FASB and IASB. This ensures revenue is recorded only when control of goods or services is transferred to the customer, improving transparency, consistency, and adherence to accounting guidelines.

The Consolidated User Performance Report allows admins to track a user's overall performance across all the plans they are part of. This report provides a comprehensive view of user plans and KPI’s, helping admins assess performance effectively.

Here the admins need to type in the email id or select a username from the drop-down menu.

Please note: The parameters in the report are admin customizable.

A consolidated report showing redeemed points, available balance, login activity, and user access.

Go to Reports > Access and Points Report and use the dropdown to select the desired report.

This report contains the redemption history of all end users in one place.

It can be accessed by clicking on Reports and selecting Redeemed Points from the dropdown menu. This report captures the following parameters:

This report can be downloaded in CSV format using the Download button at the top right of the page. You can also search for transactions in a particular Date Range by selecting the same from the top left of the page.

Other options include search functionality (Magnifying glass icon below Download) and filter beside search, which allows you to search for a particular transaction using a known value in the five parameters or get a filtered view of the redemption transactions.

You can set the number of transactions to be displayed and the page index using the pagination options at the bottom right.

This report captures all users' current wallet (incentive) balances. It can be accessed by clicking on Reports and selecting Available Balance from the drop-down menu.

The six parameters being captured in this report are:

This report is a key metric that determines the recharges to be made for the account.

This report captures login and logout information for all end users on Compass. It can be accessed by clicking on Reports and selecting Login Report from the tabs.

The four parameters being captured in this report are:

Please note that for Logout Time to be captured, the end user must log out of the app. This should not be considered an indicator of an active session.

The pagination options at the bottom right allow you to set the number of records displayed and the page index.

The User Access Report captures employee/user activity by tracking the timing, day, and application type accessed. It provides insights into user engagement, security, and system usage patterns, helping organizations monitor access and ensure compliance.

Conversation

This report captures all the communication activities in various custom groups and the town hall section. It can be accessed by clicking on Reports and selecting Conversation from the dropdown menu.

The six parameters being captured here from a reporting perspective are:

KPI Cards give you a quick and clear view of key performance metrics directly on the performance dashboard. They help admins and managers track progress, identify trends, and take faster decisions without having to go deep into reports.

KPI stands for Key Performance Indicator — these are the numbers or metrics that matter most for your plan’s success.