View A User's Coins History

Article Overview

In this article you will learn how to track coin transactions within Amplify's Reward Shop, including viewing earnings, managing budgets, and understanding the status of transactions for better financial oversight..

TIP: Users may view their own coin budget in Amplify, but to view and/or edit the coin budget of other users requires manager or admin access level in Amplify. If you do not have the Amplify add on this article will not apply to you. 

Part 1: Access the Rewards Shop in Amplify

Logging in to Amplify and accessing the rewards shop.

• Log in to your Amplify account at app.amplify.salesrabbit.com
• Use your email address and password to sign in.
  • This is the same email address and password as your SalesRabbit account.
• Once logged in, navigate to "Rewards" from the home screen. You will see the option on the left-hand side bar.

• The side bar can collapse and expand, if is collapses you can still click the "gift icon" to access the "Rewards" page.
  • There is an arrow at the bottom left of the side bar, click that to expand or collapse the side bar menu.

Part 2: Navigate to Earnings

Navigating the Earnings tab on the rewards page.

• Once in the "Rewards" page, navigate to the Earnings tab near the top of the page.

• On the "Earnings" page, you can Search specific users on the search bar near the top or scroll through the list to find the user(s) you are looking to view coin history for.
• There are also boxes for "User" and "Team". By clicking the drop down in the boxes you can sort by teams or select specific users.

• If you would like to learn about how to budget and distribute coins, visit this article on Coin Budget.

Part 3: View a Users Coin History

How to view a users coin history including how many coins they earned and spent in a given period.

• Determine the time period you would like to see a coin history for.
• Use the date options near the top, beneath the search bar, to select the date range.
  • The dropdown box on the left will provide options for quick date ranges such as "today", "this week", "this month", and so on.
  • The two boxes on the right are for custom date ranges with the beginning date on the left and the ending date on the right. Just click the boxes to view a calendar and select your desired dates.
  • Use the up/down arrows at the top of each column to adjust the user order from most to least, or least to most.

• With the date range input, the columns below will adjust to show how many coins a rep earned for the period (date range) in the "In this period" column, and how many they spent within the period in the "Out this period" column.
  • The "Reserved" column will show the difference between the amount spent and the amount earned for the period.
  • The "Balance" column will show the current balance.
• To view the specific details for when a user earned/spent coins navigate to the user who you would like to see a Coin History for.
• Click on the user's row.
• This will open a page that shows all of the events where a user earned or spent coins, you can also adjust the date range at the top and select the specific events to see their spendings/earnings narrowed down.

• The earnings history will show how all Coins In were earned, and how all Coins Out were spent. It will also list a status for each transaction, here is a list of potential statuses.
  • Completed
  • Pending
  • Declined - for rewards requests that the admin chose to deny.
  • Cancelled - for rewards requests where the user withdrew the purchase before it could be approved.
  • Refunded - for rewards requests that were initially approved but needed to be retroactively withdrawn.