Run the Reward Points Redemption Report as follows:

  1. Click Data Management > Reports. The Report Selection page opens.

  2. Click the plus sign (+) beside the Rewards Reports folder to display the contents of the folder.

  3. Click Reward Points Redemption Report. The Report Configuration page displays.

  4. Select the reward to report on from the Rewards menu.

  5. Choose a Redemption Date for this report. Choices include:

    • Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

    • Custom Date Range (choose exact dates from the date menus provided)

      Tip: Running this report on a periodic basis, such as monthly, will allow you to see all new requests and fill them promptly.

  6. Select the following fields as needed:

    • Contact Information includes Address, Email, and Phone (if available); these fields will be important to include so that you can mail the reward, or at least send an email regarding the reward.

    • Redemption Information includes the Reward Selected, Redemption Date, Quantity requested, Points Redeemed, whether the request has been Fulfilled, and a column that allows you to Change the Fulfillment status ; again, these fields will be important if you are planning to fulfill the requests.

    • Honoree Information includes Honoree Name, Address, and Email where appropriate, as well as an indication of whether the Honoree is deceased; these fields may be important if your rewards are such that a constituent may wish to honor someone with their selection (such as a tree planting program).

    • Additional Questions include answers to any questions you asked on the redemption page.

  7. Decide whether to Sort the report by Name or Redemption Date.

  8. Enter a Label for the report to help you identify it at a later time. If you do not provide a label, “Reward Points Redemption Report” and the date will identify the report.

  9. Click Submit Report. The Report Results List showing that the report's status is Queued.

  10. Click Refresh to update the status of the report.

  11. When the report is completed, you can view, print, download or print it.