Reporting
Know what went out, and what is next
Activity, gift history, spend, participation, and the next 60 days of moments, in one view. Reporting is how a program proves it is running, not a dashboard for its own sake.
78%
of the team celebrated
Team Pulse
42
moments, next 60 days
6
need your attention
38
delivered, last 90 days
Gifts sent per month
- 3 missing an address
- 2 notes waiting on a manager
- 1 payment on hold
The overview
The program at a glance
The next 60 days of moments in order, what needs your attention, what went out recently, and how much of your team was celebrated in the last twelve months. The first screen every program owner sees.
- Upcoming moments, in order
- Missing addresses, unwritten messages, and payments on hold, flagged for you
- Team pulse over twelve months
Action required
2 employees missing an address
Physical gifts cannot ship until an address is added.
Send a quick gift
Too close for the automated schedule. Pick the gift, add a message, and send.
3d away
Sep 11
What's coming up
Every celebration on your team's calendar for the next 60 days.
10d away
Classic Thankscrate · on track
- Devon Park5 year work anniversary
Oct 2 · 24d away · Devon will pick
Needs message - Priya PatelBirthday
Sep 12 · 4d away · Nuts About You
On its way - Alex JohnsonBirthday
Oct 9 · 31d away · Coffee Break Crate
Scheduled
History and spend
Every send, with status and cost
Orders by date, recipient, occasion, amount, and status, with filters for each. Billing history holds an invoice for every charge. Scheduled and on-demand sends sit in the same record.
- Filter by occasion, status, and date range
- Amount and status per send
- An invoice for every charge
| Gift Recipient | Order Amount | Status |
|---|---|---|
| Priya Nair | $29.43incl. $1.93 tax | Processing |
| Devon ParkINV-1057 · charged 14 days before · Premium tier | $126.26incl. $8.26 tax | On its way |
| Marcus Lee | $32.10incl. $2.10 tax | Delivered |
| Aisha Bello | $33.17incl. $2.17 tax | Delivered |
Participation
Who takes part, where it stalls
Which moments have a message and which are waiting on a manager. Which recipients have chosen a gift and which have not. What is on hold and why. The program's health, visible before a date is missed.
- Messages written vs. waiting
- Recipient choices made vs. pending
- Weekly digest of what is coming and what needs you
Participation
Next 60 days · notes and picks, by manager
- Sam RiveraEngineeringNotes5 of 5Picks3 of 4
- Alex JohnsonSalesNotes3 of 4Picks2 of 2
- Whitney AdamsOperationsNotes1 of 4Picks1 of 3
- Priya NairCustomer successNotes2 of 2Picks1 of 1
4 notes waiting on a manager · 3 picks pending · reminders go out on their own
Live today
What you can see now
Upcoming moments
The next 60 days, per person and occasion.
Needs your attention
Named, counted, and one click from fixed.
Gift history
Each send with recipient, occasion, message, amount, status.
Spend
Amounts per send and an invoice for every charge.
Team pulse
The share of your team celebrated in the last twelve months.
Weekly digest
What is coming and what needs you, every Tuesday, if you want it.
Direction
Where reporting is headed
The longer-term direction is to help companies understand participation, spend, manager activity, employee engagement, and the relationship between appreciation and retention. That is a direction. Anything above is live today, and anything below ships when it ships.
- Manager participation over time
- Engagement signals alongside program activity
- Appreciation and retention, measured with a real baseline
Questions
Common questions
Quick answers.
Can we export the history?
Orders, amounts, and statuses are filterable in the app, and every charge has a downloadable invoice in billing history. Ask us during a demo about the exports your finance team needs.
Will this reduce turnover?
A gift alone does not, and we will not claim it does. A consistent, personal appreciation program supports the relationships behind engagement and retention, and gives leaders the ability to manage and measure it. If you want to measure the effect, we will help you set a real baseline.
See reporting on a real program
The overview, the history, and what needs attention, in a walkthrough.