--- title: "Badge Reporting Screen" slug: "badge-reporting-screen" description: "Badge Reporting screen in R365 Training — tracks employee badge status and reporting data at the location level." updated: 2026-05-08T19:04:30Z published: 2026-05-08T19:04:30Z canonical: "docs.restaurant365.com/badge-reporting-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Badge Reporting Screen The **Badge Reporting** screen displays badge activity grouped by badge, user, or location. Each tab provides detailed metrics to track earned and expired badges. From this page, users can: - View badge metrics by badge - View badge metrics by user - View badge metrics by location - Open individual user profiles from the Users tab and the Individual Badge Screen's Badge Recipient List --- ## Security Users must have **Location View Permission** in their role to access the Badge Reporting screen. - Learn more about [role-based permissions](/doc/docs/role-based-permissions) in R365 Training. --- ## Navigation ****Navigation Steps**** 1. Select **Location** from the left navigation menu. 2. Select **Overview**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZDMFA2IZ.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) 1. In the **Badges** section, select the **View All** button on the right. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EPLQY5G7.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) > [!NOTE] > The **Badges** section is only visible when the Badges feature is enabled for the organization. Contact your CSM if the section is not available. --- ## Badge Reporting Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2I3HNCLP.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Back button | Returns to the [Location Overview screen](/doc/docs/location-dashboard). | | **2** | Location | Displays the name of the selected restaurant group or location. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G0NL2YO7.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) — Used to switch locations. Opens the **Select a location** menu. Only one location can be selected at a time. | | **3** | Search Badges | Filters the displayed table for the entered text. | | **4** | Filter | Opens the filter menu. Filter options depend on the displayed tab: - **Badges tab** — Table can be filtered by badge category. - **Users tab** — Table can be filtered by user role, badge name, and badge category. - **Locations tab** — Table can be filtered by badge name and badge category. | | **5** | Download | Downloads the displayed table as a .csv file. The export includes all available fields, regardless of the active Search Badges text or Filter selections. | | **6** | Badges Tab | Displays all badges, along with counts of earned and expired users. Learn more about the [Badges tab](/doc/docs/badge-reporting-screen#badges-tab-columns). | | **7** | Users Tab | Displays a list of users associated with badge assignments. Learn more about the [Users tab](/doc/docs/badge-reporting-screen#users-tab-columns). | | **8** | Locations Tab | Displays a list of store-level locations and their associated badges. Learn more about the [Locations tab](/doc/docs/badge-reporting-screen#locations-tab-columns). | | **9** | Badge Row | Displays the badges and their category, along with counts of earned and expired users. Selecting a badge opens the [Individual Badge Screen](/doc/docs/badge-reporting-screen#individual-badge-screen). | ### Badges Tab Columns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1776962565171.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) The Badges tab uses only the Search Badges, Filter, and Download controls described in [Buttons and Fields](/doc/docs/badge-reporting-screen#buttons-and-fields) above. | **Column** | **Definition** | | --- | --- | | Badge | Displays the name of the badge as it appears in the badge library. Opens the [Individual Badge Screen](/doc/docs/badge-reporting-screen#individual-badge-screen). | | Category | Category of the badge. | | Earned Users | Total number of users who have **earned** the badge and currently hold it in active status. Opens the [Individual Badge Screen](/doc/docs/badge-reporting-screen#individual-badge-screen). | | Expired Users | Count of users whose badge has **expired**. Opens the [Individual Badge Screen](/doc/docs/badge-reporting-screen#individual-badge-screen). | ### Users Tab Date Filters These filters appear at the top of the Users tab and control the date range of displayed badge activity. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A86K3CQP.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Quick Filters | Three quick filter buttons that set the displayed date range: - **All Time** — Clears the date filter from the table of users, displaying all users. - **Last 90 Days** — Filters the table of users, displaying users with badges earned in the last 90 days. - **This Year** — Filters the table of users, displaying users with badges earned this calendar year to date. | | **2** | Date Range | Filters the table of users, displaying users with badges earned within the selected date range. - If only a start date is entered, results include all badges earned since that date. - If only an end date is entered, results include all badges earned up to that date. | ### Users Tab Columns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D48UFOF0.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) | **Column** | **Definition** | | --- | --- | | Employee | Full name of the user. Click to open the user's profile. | | User Email | User's email address, which also serves as the user ID for the badge record. | | Earned | Number of badges the user has **earned** and that are currently **active**. | | Expired | Number of badges that the user previously earned but have since **expired**. | | Active Badges | Names of the badges currently earned by the user that have not expired. When a user has more than one active badge, hover over the field to view the full list. | | Role | Role(s) assigned to the user. When a user has more than one assigned role, hover over the field to view the full list. | ### Locations Tab Columns The Locations tab uses only the Search Badges, Filter, and Download controls described in [Buttons and Fields](/doc/docs/badge-reporting-screen#buttons-and-fields) above. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1776962963543.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) | **Column** | **Definition** | | --- | --- | | Location | Displays the store-level location name. > [!NOTE] > Active locations are listed without hierarchy (management levels are excluded). | | Earned | Shows the number of active badges earned by users at the location. | | Expired | Displays the number of expired badges associated with users at the location. | | Active Badges | Lists the names of active badges earned by users in the selected location. When multiple badges are active, hover over the field to view the full list. | | Categories | Category names of active badges earned by the users in the selected location. When multiple badges are active, hover over the field to view the full list. | --- ## Individual Badge Screen This screen appears when an individual badge is selected from the Badge Reporting screen. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KKE2QCTV.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Back button | Returns to the [Badge Reporting screen](/doc/docs/badge-reporting-screen#badge-reporting-buttons-and-fields). | | **2** | Location | Displays the name of the selected restaurant group or location. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G0NL2YO7.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A13Z&se=2026-11-12T11%3A17%3A13Z&sr=c&sp=r&sig=7zcNpDG5iHSRyKidJmVdg30TuPoMPiuR8K6W7ZsUOiI%3D) — Used to switch locations. Opens the **Select a location** menu. Only one location can be selected at a time. | | **3** | Send Newsfeed Post | Opens the **Home Feed** with **Create a New Post** drafted and the selected badge as an attachment. No post is sent until the user finishes composing it and selects **Post**. Learn more about [sending a newsfeed post](/doc/docs/send-newsfeed-post-to-badge-recipients). | | **4** | Search | Filters the displayed table for the entered text. | | **5** | Filter | Opens the filter menu. Filter options include: - Name - Awarded Date Ascending - Awarded Date Descending - Expiration Date Ascending - Expiration Date Descending | | **6** | Badge Recipient List | Shows badge recipients and the users who awarded them. When selected, it opens the associated user profile. |