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Dashboard Overview

How to navigate your Dashboard?

Purpose of the Workbloom Dashboard
Dashboard Summary Reports
Filtering Dashboard Data
Accessing Full Reports
Exporting Dashboard Reports

The Dashboard provides administrators with a high-level overview of reward activity, balances, spending, and outstanding obligations within Workbloom.

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The Dashboard is designed to help administrators:

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  • Monitor reward programme performance.  
  • Review spending trends.  
  • Track available balances.  
  • Identify outstanding funds due.  
  • Access detailed reporting data.  

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Dashboard information is displayed through summary charts and visual reports that provide quick access to key programme metrics.

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Tips

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  • Review dashboard information regularly to monitor programme activity.  
  • Use dashboard summaries to identify trends before generating detailed reports.  
  • Access Full Report views for additional analysis.  

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Common Mistakes

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  • Assuming dashboard summaries contain all available reporting information.  
  • Ignoring outstanding balances or pending obligations.  
  • Relying solely on visual summaries without reviewing detailed reports.  

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Related Articles

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The Dashboard displays summary-level information through the following report widgets:

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  • Total Reward Spend Summary

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Provides a visual overview of reward spending over a selected date range.

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Administrators can:

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  • Select a ‘From’ and ‘To’ date range.  
  • Apply date filters.  
  • View spending trends.  
  • Open the Full Report for additional details.  
  • Export report information when available.  

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  • Available Balance Summary

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Displays the remaining available balance associated with campaigns and reward allocations.

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Administrators can:

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  • Review remaining funds.  
  • Identify campaigns with available balances.  
  • Open the Full Report for detailed information.  
  • Export report information when available.  

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  • Reward Orders Summary

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Provides a summary of reward orders processed within the platform.

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Administrators can:

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  • Review reward order activity.  
  • Monitor order volumes.  
  • Access detailed reporting through Full Report.  
  • Export report information when available.  

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  • Total Rewards Value Summary

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Displays the overall value of rewards distributed through the platform.

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Administrators can:

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  • Review total reward value.  
  • Filter results by reward type where available.  
  • Access additional reporting through Full Report.  
  • Export report information when available.  

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  • Outstanding Funds Due Summary

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Displays funds that remain outstanding across campaigns or reward programmes.

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Administrators can:

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  • Identify campaigns with outstanding balances.  
  • Review funds due amounts.  
  • Access detailed information through Full Report.  
  • Export report information when available.  

Tips

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  • Review all dashboard widgets together to obtain a complete view of programme activity.  
  • Use Full Report options when detailed investigation is required.  
  • Monitor spending and outstanding balances regularly.  

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Common Mistakes

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  • Focusing on a single dashboard metric without reviewing related reports.  
  • Ignoring changes in available balances.  
  • Assuming dashboard data replaces detailed reporting.  

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Related Articles

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Certain dashboard widgets provide filtering options that allow administrators to focus on specific periods or data sets.

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Depending on the report, available filters may include:

  • Date ranges.  
  • Reward categories.  
  • Reward delivery types.  
  • Other report-specific filtering options.  

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Step-by-Step Instructions

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  • Apply Filters
  1. Locate the desired dashboard widget.  
  1. Select the available filter options.  
  1. Enter or select the required values.  
  1. Select Apply.  
  1. Review the updated results.  

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  • Clear Filters
  1. Remove selected filter values if applicable.  
  1. Reapply the report or refresh the widget.  
  1. Review the default dashboard view.  

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Tips

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  • Apply filters before exporting report data.  
  • Use date ranges to analyse specific reporting periods.  
  • Verify filter selections before sharing report results.  

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Common Mistakes

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  • Forgetting previously applied filters.  
  • Exporting filtered data without reviewing filter settings.  
  • Assuming filtered results represent all available data.  

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Related Articles

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Each dashboard widget includes a Full Report option that opens the corresponding detailed report. Full reports provide additional information beyond the summary information displayed on the Dashboard.

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Step-by-Step Instructions

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  • Open a Full Report
  1. Navigate to Dashboard.  
  1. Locate the desired report widget.  
  1. Select Full Report.  
Dashboard page with a red arrow pointing to Dashboard in the sidebar and a red arrow pointing to the Full Report button

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  1. Review the detailed report information.  
Total Spend on Rewards Over Time Full Report dialog

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Detailed reports may include:

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  • Additional reporting fields.  
  • Detailed transaction information.  
  • Filtering options.  
  • Export functionality.  

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Tips

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  • Use Full Report when detailed analysis is required.  
  • Review detailed data before making operational decisions.  
  • Use report exports when further analysis is required outside Workbloom.  

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Common Mistakes

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  • Assuming dashboard summaries contain all report data.  
  • Reviewing only visual charts without accessing the underlying report details.  
  • Exporting data without first validating report filters.  

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Related Articles

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Dashboard reports may include export options that allow administrators to download report data for further analysis.  

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Please note that exporting is available only for Elevate, Amplify and Enterprise plans.

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Available export formats may include:

  • PDF  
  • PNG
  • Excel (.xlsx)  
  • CSV

Step-by-Step Instructions

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  • Export Dashboard Data
  1. Open the desired dashboard widget or Full Report.  
  1. Select the preferred export format.  
Total Reward Spend Summary section with a red box around two export buttons
Summary Report Exporting Buttons

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Total Spend on Rewards Over Time Full Report showing the two export buttons
Full Report Exporting Buttons

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  1. Generate the export.  
  1. Save the exported file.  

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Tips

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  • Verify filters before exporting data.  
  • Use Excel exports for data analysis.  
  • Use PDF exports for reporting and sharing.  

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Common Mistakes

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  • Exporting outdated report results.  
  • Forgetting to apply the required filters before export.  
  • Assuming exported reports update automatically after download.  

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Related Articles

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