How to Use Spend Analytics
Track point issuances, redemptions, and circulation across your workspace with summary KPIs, a filterable movement feed, and CSV export.
Who can use this feature
Requires the Super Admin admin permission.
Who this is for
Global admins who want to understand how points are flowing through their workspace — where they're being issued, how quickly they're redeemed, and who's earning them.
What you'll achieve
A clear picture of your workspace's points economy over any date range, including the ability to filter individual point movements and export the data for offline analysis.
Before you begin
[ ] You have the Global Admin permission
[ ] Your account has an email address set — this is required for CSV exports
Spend Analytics tracks points only — it does not show monetary costs, billing charges, or currency conversions. For financial reporting, see the billing and invoicing articles under Finance and Policy.
Steps
Open Spend Analytics
Go to Analytics → Spend in the admin sidebar. The page loads with the current calendar month selected by default.
Choose a date range
Use the date picker at the top of the page to adjust the reporting period. You can select a preset — Last 7 days, Last 30 days, This month, or Last month — or pick a custom range using the calendar. Both the summary cards and the movement feed update to reflect your selection.
Read the summary cards
Four KPI cards appear at the top:
Points in Circulation is always a live snapshot — it does not change when you adjust the date range. The other three cards are period-specific.
Browse the movement feed
Below the summary cards, the movement feed lists every individual point credit (inflow) and debit (outflow) within your date range. Each row shows:
User — who earned or spent the points
Points — the amount, shown in green for credits and red for debits
Type — where the points came from or went (e.g. Recognition, Celebration, Gift Card, Custom Reward)
Detail — additional context like the gift card name or celebration type
Date — when the movement occurred
The feed is paginated. Use the controls at the bottom to move through pages.
Filter the feed
Three filters sit above the table:
Movement — show all movements, only credits (inflow), or only debits (outflow)
Source type — narrow credits to specific sources like Recognition, Celebration, Manual Points, Incentives, or Refund. This filter is disabled when viewing debits only.
Person — search for a specific user to see only their movements
Filters combine together, so you can view (for example) only Recognition credits for a particular person within your chosen dates.
Export to CSV
Click Export above the table to request a CSV of the full filtered dataset — not just the visible page. The export runs in the background and is delivered to your email within a few minutes. A toast notification confirms the export was initiated.
The CSV includes columns for direction, user name, user email, points, source type, detail, and date.
What to expect after
The page is read-only — nothing you do here changes points, budgets, or balances. You're seeing a historical record of movements that have already happened.
If you've just run an export, check your inbox (and spam folder) after a few minutes. Larger date ranges take longer to generate.
Common mistakes
Pro tips
Use "This month" for monthly check-ins. The default date range already covers the current month, so you get a running picture of the month's activity just by opening the page.
Filter by person to investigate balance questions. If someone asks why their balance is what it is, searching for their name shows every credit and debit they've had in the period — useful for quick support answers.
Pair with the general data export. Spend Analytics exports cover point movements. For user profiles, gift card financial details, or custom reward fulfilment records, use the separate data export feature under Users or Rewards.