Track Activity, Reports, and Balance
You can view spending by team member, type, date range, and setup automatic reports and export all data to Excel. Go to incentives >> activity and click Email Reports:
Set report options
Now that you're in the Email Reports dialogue, you can decide how often to get reports on incentive spending, or add other recipients:
Alternative reporting under billing: by team member
There is also a line-item spending table under billing that you can filter by team member and date range, in addition to the reporting above, in account >> billing >> scroll down to Incentive Payment History:
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