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 user profiles

Security

Users must have Location View Permission in their role to access the Badge Reporting screen.

Learn more about role-based permissions in R365 Training.

Navigation

Navigation Steps

Select Location from the left navigation menu.
Select Overview.
In the Badges section, select the > button on the right.

Badge Reporting Screen Buttons and Fields

	Button/Field	Description
1	Back button	Returns to the Locations Overview screen.
2	Location	Displays the name of the selected restaurant group or location.
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.
6	Badges Tab	Displays all badges, along with counts of earned and expired users.
7	Users Tab	Displays a list of users associated with badge assignments.
8	Locations Tab	Displays a list of store-level locations and their associated badges.

Badges Tab Columns

Column	Description
Badge	Displays the name of the badge as it appears in the badge library.
Earned Users	Total number of users who have earned the badge and currently hold it in active status.
Expired Users	Count of users whose badge has expired.
Category	Category of the badge.

User Tab Date Filters

	Button/Field	Description
1	All Time Quick Filter	Clears the date filter from the table of users, displaying all users.
2	Last 90 Days Quick Filter	Filters the table of users, displaying users with badges earned in the last 90 days.
3	This Year Quick Filter	Filters the table of users, displaying users with badges earned this calendar year to date.
4	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

Column	Definition
Employee	Full name of the user. Click to open the user’s profile.
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

Column	Definition
Location	Displays the store-level location name. 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.