To generate a custom report:
- In the Reporting menu, select Performance (custom report)…
- Choose the desired type of report :
- Incentive: Report of accomplished actions for a specific incentive, sorted by group then by action.
- Category: Report of accomplished actions compiled by category then sorted by group.
- Group: Report of accomplished actions sorted by group then by action.
- Action: Report of accomplished actions sorted by action then by group.
- If required, choose an incentive, one or many categories, one or many groups and the period.
- Check Show details by participant if you want to do so.
- Click on Generate report (Excel). The report will be downloaded on your computer.