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Wallet Usage Report

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Andrea, Customer Experience Manager
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This document covers the following topics:

'Wallet Usage' Reporting

The Wallet Usage section of the 'Reports' tab enables administrators to query the system to return a listing of Wallets owned by your organization based on the following (2) options:

  • Training Requests
  • Adoption

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Navigate to Reports

To begin the process of producing a Wallet Usage report, navigate to the 'Reports' tab.

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Training Requests

Select this option to return a listing of Wallets within your organization that have active Training Requests. 

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Use the date filters below to return a listing of Wallets with Training Requests expected to be completed within the date range specified.

By default, the top field will be populated with 'todays' date, however, you can edit this to return a listing of 'overdue' 'Training Requests'.
 
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Select the download button.

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If no results are found, you will be notified.

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If results are found, Trades Wallet will send an excel document to your 'Downloads' folder. The document will be titled 'TW_Training_Requests_From_[date]_to_[date]'.
 
Within the file you will note a listing of Wallets and the number of Training Requests associated to their Wallet.
 
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Adoption

Select this option to return a listing of Wallets owned or managed by your organization and to what level the Wallet holder has interacted with Trades Wallet.

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This includes whether or not the Wallet has been sent a 'Welcome email' and whether or not the Wallet holder has logged in to the Self Service app.

The report will also indicate the number of active 'Cards' within the Wallet and whether the Wallet is 'Enabled' or 'Disabled'.

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