Reporting – Performance (custom)

To generate a custom report:

  1. In the Reporting menu, select Performance (custom report)…
  2. 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.
  3. If required, choose an incentive, one or many categories, one or many groups and the period.
  4. Check Show details by participant if you want to do so.
  5. Click on Generate report (Excel). The report will be downloaded on your computer.