Viewing staff performance and server analytics

The Server detail page gives you a staff-level view of loyalty activity. Use it to understand who is scanning, which campaigns they are helping move, when they are busiest, and whether any activity needs a closer look.

Open a staff analytics page

1. 01
   Open Servers

   Use the portal sidebar and go to Servers.

2. 02
   Choose a staff member

   Find the staff member you want to review.

3. 03
   Click View

   This opens the Server detail page for that staff account.

4. 04
   Set the reporting scope

   Choose a date range and, if needed, filter the analytics to one campaign.

5. 05
   Review or export

   Use Export CSV for a spreadsheet-friendly report, or Print Snapshot for a saved visual summary.

What the top cards show

The main dashboard cards compare the selected period with the previous period where comparison data is available:

• Stamps Issued — valid stamps added by this staff member.
• Rewards Processed — completed reward redemptions handled by this staff member.
• Customers Served — distinct customers touched through stamps or rewards.
• Tracked Order Value — order value attached to unique stamped orders.
• Repeat Customers — customers with more than one staff-handled visit.
• Average Order Value — average value of stamped orders.
• Active Days — days where the staff member issued stamps or processed rewards.
• Revocation Rate — the share of issued stamps later revoked.

Trends, campaigns, and timing

Use the charts to answer practical questions:

• Which days or hours are busiest for this staff member?
• Is the staff member driving stamps, rewards, or both?
• Which campaigns are getting the most staff-led activity?
• Is tracked order value rising, flat, or dropping over the selected period?
• Are any campaigns showing unusually high revoked activity?

Segments and coaching signals

The lower sections are designed for day-to-day team management:

• Customer Segments shows the types of customers this staff member is influencing, such as new customers, returning customers, reward-ready customers, and reactivated customers.
• Quality Signals highlights checks like revoked stamps, reward completion, and unusual activity.
• Coaching Notes turns patterns into prompts for support, training, or recognition.
• Activity History lists recent attributed stamps and rewards with customer, date, status, campaign, and order value context.

What to know

• Analytics are based on activity attributed to the selected staff account, such as stamps issued and rewards processed.
• A campaign filter narrows the whole analytics view to that campaign.
• Export CSV is best for deeper analysis outside the portal.
• Treat the page as an operational coaching and performance tool. For sensitive employment or payroll decisions, check the underlying stamp and order records first.

In one sentence

Servers → View → choose a date range or campaign → review performance, charts, coaching signals, and activity history → export if needed.