Review wallet reporting

Wallet reporting is available in several Console views. Use the wallet ledger when you need individual wallet entry records, use the wallet analytics reports when you need trends over time, and use dashboard or wallet overview pages when you need higher-level summaries.

Expected result

• You know which Console view to use for wallet entry lists, trend reporting, and dashboard summaries.
• You can apply the date controls in the wallet reports to change the reporting period.
• You can review wallet contribution, spend, and balance reporting at wallet, campaign, task, and dashboard level.

Review wallet reporting in Console

1. Open All entries when you need a list of wallet ledger records. For record-level filtering and list views, follow View and filter wallet entries.
2. Open the Points report when you need reporting for points wallets, or open the Wallet report when you need reporting for credit wallets.
3. Click the date range button that starts with From ... to ..., choose the reporting period, then click Apply.
4. Optional: click the comparison control next to compared to, choose the comparison period, then click Apply.
5. Optional: change the interval with Hour, Day, Week, or Month.
6. Review the wallet report sections for overall wallet movement, such as cumulative balance, contributions, manual changes, spend, and return corrections.
7. Open a campaign and click Report when you need campaign-specific wallet reporting. Depending on the campaign and reward method, review sections such as Wallet contributions, Credit contributed, Total entries, or other wallet-specific cards on the campaign report.
8. Open a wallet issue task and use Report when you need reporting for one scheduled wallet issue run.
9. Open the home Dashboard when you need broader wallet metrics such as What is the cumulative points balance?, What is the cumulative wallet balance?, and How much wallet value was earnt and spent?
10. Open a specific wallet in All wallets and use Overview when you need wallet-level summary charts, including cumulative balance, spend, redemptions, manual changes, and campaign contributions.

If something looks different

• If you need individual wallet entries instead of charts, use the wallet ledger list rather than the analytics report.
• If a campaign report does not show wallet sections, confirm that the campaign itself is a wallet or that it contributes to a wallet.
• If a wallet report or overview is empty, expand the date range and confirm that entries were issued, spent, or corrected in that period.
• If comparison or interval controls are hidden on a smaller screen, open the date control and use the expanded filter layout.