You can quickly and easily export reports from the following areas of your portal:

  • Dashboard

  • Candidates: Live, Archived and Starters

  • Bonus points

  • Payments: Requests and History

  • App users: Leaderboard (including all time points awarded), Manage

Step 1: In the left hand menu, click on the area you would like to export reports from.

Step 2: If the area is split into sections, select the section in the top tabs.

Step 3: Click 'Export' in the top right corner

Here's an example from the candidate area:

In the settings section, you can download a copy of your scheme rules by heading to the scheme rules tab and scrolling to the bottom of the page. Here you will find the 'Download scheme rules' button.

If you have any questions about reports or anything else, please get in touch by clicking on the chat icon in the bottom right corner of your screen.

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