Tracking & Reporting

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: