Overview
Points overview gives you self-service access to your rewards spend. From the Admin Console homepage, you can see how many points have been awarded, how many have been redeemed, and your current unredeemed balance. You can also download detailed reports of awarded and redeemed transactions.
This is for full-access admins. Other admin roles cannot see or download these reports.
Before you start
- You must have full-access admin permissions. Branch-only or limited admins will not see the report preview or download buttons.
- Your agency must be using homepage insights.
Homepage points metrics
Three points metrics appear on the Admin Console homepage:
- Awarded points — Total points awarded during the selected period.
- Redeemed points — Total points your caregivers redeemed during the selected period.
- Unredeemed balance — Total points that have been awarded but not yet redeemed. As this is an all-time number, this will not equate to a month’s awarded points less redeemed points.
- This unredeemed points balance includes both active and inactive employees. You can view inactive employees in the Employees page and if needed, you can adjust their point balances on their employee details page.
To view the metrics:
1. Go to the Admin Console homepage.
2. Scroll to the bottom of the page and locate the Points overview section.
Note: Metrics are not real time and can have a delay of up to a day.
View monthly category breakdowns
On the breakdown pages, you will see two tables that summarize the last 6 months of activity:
- Monthly spend by category — Awarded and deducted points grouped by reward category, by month.
- Monthly redemptions by category — Redemptions grouped by category, by month.
The most recent month shown is a partial calculation — it only reflects activity in the current month so far.
Download a points report
You can download two types of reports:
- Awarded points transactions — All awarded and deducted point transactions in the date range. Deductions appear as negative amounts.
- Redeemed points transactions — All redeemed points in the date range. Cancelled or rejected redemptions are not included. Note: The redemption report is providing the individual redemptions that happened during the date range. The points earned for those redemptions may have been earned in a different period.
Steps to download
1. From the homepage, select “View breakdown” of the Awarded points or Redeemed points metric.
2. Scroll down and select the month or custom date range. You will be able to preview the data.
3. Click download report
Due to the size of the data, custom date ranges are limited based on the number of active caregivers at your agency:
- 3,000 or more active caregivers: maximum 3 months.
- 1,500 to 2,999 active caregivers: maximum 6 months.
- Fewer than 1,500 active caregivers: maximum 12 months.
Large reports can take a few minutes to send, up to 30 min. You will receive an email when the report is ready.
Need help?
Contact Caribou support at support@caribou.care or through the in-app chat.