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 in R365 Training.

Navigation Steps

Select Location from the left navigation menu.
Select Overview.

In the Badges section, select the View All button on the right.

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

	Button/Field	Description
1	Back button	Returns to the Location Overview screen.
2	Location	Displays the name of the selected restaurant group or location. — 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.
7	Users Tab	Displays a list of users associated with badge assignments. Learn more about the Users tab.
8	Locations Tab	Displays a list of store-level locations and their associated badges. Learn more about the Locations tab.
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.

Badges Tab Columns

The Badges tab uses only the Search Badges, Filter, and Download controls described in 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.
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.
Expired Users	Count of users whose badge has expired. Opens the 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.

	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.

Button/Field

Description

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.

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.
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 above.

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.

Individual Badge Screen

This screen appears when an individual badge is selected from the Badge Reporting screen.

	Button/Field	Description
1	Back button	Returns to the Badge Reporting screen.
2	Location	Displays the name of the selected restaurant group or location. — 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.
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.