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
Navigate to Reports
To begin the process of producing a Wallet Usage report, navigate to the 'Reports' tab.
Select this option to return a listing of Wallets within your organization that have active Training Requests.
By default, the top field will be populated with 'todays' date, however, you can edit this to return a listing of 'overdue' 'Training Requests'.
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.
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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