How To Track Earned Badges using Ad-Hoc Reporting

Ad-hoc report is a tool in TribeHR that you can use to create customized reports. Using the ad-hoc reporting tool you can create an exportable report to track the badges earned by your employees.

  • As an Administrator, navigate to the Reports section, then click on the Ad-Hoc Reports tab.
  • Click on the New Report button.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from Earned Badges.
  • Click Continue to go the next screen. 

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the Earned Badges the most useful columns are:
    • Earned Badges > Badge Id
    • Badge > Name
    • Badge > Description
    • User > Username
  • Click on Next Step
  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter.
  • Click Next Step, to move to the next section

  • In the Sort Results screen, select the columns you wish to sort the report by. 
  • Click on Next Step to move to the next screen

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report, if you need to edit anything further you can use the previous step button to go through the previous screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, by navigating to the Ad-Hoc reports screen and click on the name of the report. 
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also copy or delete this report.

Still have questions about creating a earned badges report? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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