Incentive Transaction Report
The Incentive Transaction Report is located in the CSRconnect Admin Portal. On the Report menu, navigate to Standard Reports, Give, Incentive Transaction Report.
The following columns are available within the Incentive Transaction Report:
| Term | Definition |
| EmployeeId | Column data is from client HR data. |
| EmployeeFirstName |
Employee’s first name Column data is from client HR data. |
| EmployeeLastName |
Employee’s last name Column data is from client HR data. |
| EmployeeEmailAddress |
Employee’s email address Column data is from client HR data. |
| EmployeeCity |
City where employee works Column data is from client HR data. |
| EmployeeState |
State where employee works Column data is from client HR data. |
| EmployeePostalCode |
Postal code for employee’s work location Column data is from client HR data. |
| EmployeeCountry |
Country where employee works Column data is from client HR data. |
| ProgramId | ID assigned to the program |
| ProgramName | Name of the program |
| RuleId | ID assigned to the rule |
| RuleName | Name assigned to the rule |
| IncentiveCreatedDate | Date the incentive was created |
| IncentiveRedeemedDate | Date the incentive was redeemed |
| IncentiveModifiedDate | Date the incentive was modified, if applicable |
| IncentiveAmountUSD | The USD amount applied to the incentive |
| LocalCurrencyCode | Local currency code for the incentive |
| AmountInLocalCurrency | The local currency amount for the incentive |
| CharityId | Charity’s ID |
| CharityName | Charity/organization's name |
| CharityRegistrationId | Charity’s registration ID |
| CharityCity | Charity’s city |
| CharityState | Charity’s state |
| CharityCountry | Charity’s country code |
| IncentiveDesignation | Designation applied for this incentive |
| IncentiveRedemptionEndDate | Last date to redeem incentive |
| IncentiveStatus | Status of the incentive |
| IncentiveStatusChangedDate | Most recent date of an incentive status change |
| Redeemed | Has the incentive been redeemed?
- TRUE - FALSE |
| IncentiveId | ID for the incentive |
| ApproverName | Name of the person who approved the incentive |
| ApproverComment | Any comments provided by the person who approved the incentive |