Fielo Reports

Fielo allows you to create Reports about your Program, right from the Programs tab. It also allows you to add them to particular Incentives, both Promotions and Challenges.

Creating a Report

Here we'll take you through how to add a Report, also referred to as a KPI Domain. The KPI Domain is the association between the KPI (report) and a specific Incentive or Program.

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Creating Reports for Incentives

There are a few KPIs available for incentives. To use one, you need to add a KPI Domain from the relevant Challenge or Promotion page.

For example, if you want to use an incentive KPI in a Promotion, go to an existing Promotion detail page and add the KPI Domain there. Follow the steps outlined for a Program-specific Report.

To use an incentive KPI in a Challenge, go to an existing Challenge detail page and add the KPI Domain there. Follow the steps outlined for a Program-specific Report.

Here we'll show you how to create a KPI Domain for a specific Program.

Go to the Programs tab, and click on the program you want to add the KPI to.

The Reports widget provides a snapshot of all reports, summarized with the total number of Users, Points, or engagements, month over month growth percentage, and a sparkline to show trending behavior for the past 30 days.

Once, you've added a range of reports to your Program, it should look something like this:

Clicking into an individual Report provides a detailed representation of the data.

Adding a Report or "KPI Domain"

To add a report, look for the Analytics tab (it can be within the "More" option) and click New.

You can then fill out the following:

• KPI: This is where you select the KPI you want to use. Choose it from the drop-down list.
• Objective: This allows you to set a target that you want to reach.
• Full Period: If checked, the report will cover the full period within which the data is available.
• Start Date: Pick the date you want the Report to run from.
• End Date: Pick the date you want the Report to run until.

Finally, hit Save.

From here, simply navigate back to the program's page and open the Analytics tab again. Presto! You should see your new KPI displayed.

As you can see, there is a bar along the bottom of the graph which lets you see your progress compared to your Objective.

Adding the Program Stats Tab to Fielo (Optional)

Optionally, you can access your program reports all in one place by activating the Program Stats tab. Let's see how!

In Salesforce Setup, search for and select Tabs. Under Visualforce Tabs, click New.

Choose the Visualforce Page called Program Stats and enter the Tab Label Program Stats. The Tab Name will complete automatically. Choose a Tab Style, then click Next.

Click Next again.

Now, untick Include Tab and tick Fielo Platform (FieloPLT__FieloPlatform and FieloPLT__FieloPlatform_Lightning).

Make sure the Append tab to users' existing personal customizations is ticked and click Save.

You're ready to go! Go into Fielo Platform and you should see the Program Stats tab.