Account admins and analysts can use the Travel spend report in Perk to see a complete view of company travel spending for flights, hotels, trains, and cars. 

Find it by going to Analyze > Travel reporting > Travel spend. The report displays metric tiles, a weekly spend chart, a company-level summary table, and a detailed expense table.

Note: The Travel spend report shows data at a trip level, not an individual level. To see the true cost per traveler, download the custom report.

Caution: Report data updates daily at 5:30 AM UTC and takes approximately 2 hours to complete. It doesn’t show real-time data.

Find report metrics and tables

The report shows different blocks of information to help you track costs.

Key metric tiles

• Total cost: The sum of all costs, including positive charges and negative refund amounts.
• Refunds and vouchers: Money sent back to you. These show up as negative numbers.
• VAT: Value-added tax calculations. This tile treats refund VAT as a positive number before adding it to the total.
• Service-specific spend: Separate tiles that show total costs for flights, hotels, trains, and cars.

All metric tiles compare your selected dates to the same amount of time right before that period. They use this math formula:

Charts and tables

• Weekly spend chart: A line chart that shows your weekly costs over time.
• Total spend by company: A table that lists the company name, number of trips, total spend, and VAT for each legal entity.
• Detailed expense table: A list of individual invoice lines with booking details, costs, and payment status.

Note: Dashboard tables stop showing rows after they hit 500 entries. Download a custom report to see all lines for larger datasets. A Trouble loading data message means your filters did not find any matching info, not that the system is broken.

Filter your data 

You can find filters to narrow your data to exactly what you need. By default, the report shows the last 30 days of expenses.

Tip: The invoice issue date filter is unique to the Travel spend report. Use it when you need to reconcile data against a specific invoice rather than filtering by when the expense occurred.

Understand expense dates vs. invoice dates

The distinction between these two dates is a frequent source of confusion:

• Expense date: The day you and Perk agree to the sale and create the invoice line. The report uses this date by default.
• Invoice issue date: The day Perk sends the invoice to you. One invoice can group multiple expense dates together. Use this filter to match report data to a specific invoice bill.

Other dates you might encounter in Perk reporting:

• Trip created date is when the trip was created. This can differ from the booking date if the trip was left in draft.
• Approval date is when the trip was approved.

View deferred payments

The deferred payments view shows future expenses alongside current ones. This is helpful for hotels, where you book now but pay in the future.

When you look at past dates, the standard view and deferred view show the same data. When you select future dates, the deferred view adds these items to your detailed expense table:

• Payment status: Shows Paid or Not yet paid (deferred).
• Estimated future cost: Shows the price you expect to pay later.

Note: Invoice numbers and invoice dates stay empty for deferred items until we charge you.

Fix common data differences

Report totals might not always match your invoice pages. Review these common reasons why:

• Currency conversion: The report uses daily average exchange rates to change costs into your chosen currency. Invoices use hourly rates from the exact time you booked. To stop this difference, change your user profile currency to match your invoice currency.
• Excel formatting: Excel sometimes reads downloaded spend numbers as text words. This breaks the Excel SUM formula. Change the column format to numbers or use the =VALUE() formula to fix it.
• Per-traveler splits: Invoices do not split costs by traveler, but custom downloads do. Rounding these split numbers can cause small differences of a few cents.
• Zero costs and deleted users: The dashboard keeps archived cost centers and archived users. It completely removes deleted users. Downloaded reports also automatically hide any rows with a cost of $0.
• Scheduled report time zones: Scheduled reports use Los Angeles (Pacific) time. A report set for 6:00 AM on the first day of the month might run a day early in your local time zone.

Cost centers are now cost objects: We’ve renamed cost centers to cost objects in Perk, and starting from February 1, 2026, we’ll also adjust the column name in your CSV and PDF downloads. Make sure you update your automations if needed.