The Travel reporting page in Perk is the central hub for understanding your company's travel activity, spending, sustainability, and policy compliance. Use this article to learn what each section of the page shows, how the data is calculated, and who can access it.
Who can access it
Different roles see different information on the reporting page:
- Account admins and analysts can see the full reporting landing page.
- Approvers have a separate, simpler view. See Access reporting for approvers.
- Travel management, Sustainability, and Travel spend reports: available on all plans.
- Travel insights report: Premium and Pro plans only.
What the reporting page shows
The Travel reporting section offers admins and analysts a comprehensive, centralized view of organizational travel data. You can access this dashboard at any time by going to Analyze > Travel reporting.
At the top, four highlight cards show key metrics and how they’ve changed compared to the previous period. Below, sections break down travel insights, policy, sustainability, spend, and cancellations. A date filter and last data update timestamp at the top show the time range and how current the data is.
Approvers who are directly assigned as a reviewer in an active approval policy see a simplified version of the landing page with different highlight cards focused on approved and declined trips.
Use highlight cards
The highlight cards appear as a row across the top and give you an at-a-glance view of your most important travel metrics. Each card includes a trend percentage that compares the current period to the previous period of equal length.
For admins and analysts:
| Card | What it shows |
|---|---|
| Total travel spend | Total spend across all booked travel for the selected period. |
| Total trips | Number of booked trips in the selected period. |
| Total travelers | Number of unique travelers with trips in the selected period. |
| Total CO2 emissions | Combined carbon dioxide emissions across all travel services. |
For approvers:
| Card | What it shows |
|---|---|
| Total travel spend | Total spend for trips the approver reviewed. |
| Total travelers | Number of unique travelers whose trips the approver reviewed. |
| Total approved trips | Number of trips the approver approved in the selected period. |
| Total declined trips | Number of trips the approver declined in the selected period. |
Overview section details
Travel insights
The Travel insights overview section summarizes booking behavior and destination trends for the selected date range.
| Metric | What it shows |
|---|---|
| Total bookings | Total number of ticketed bookings. |
| Average trip price | Mean price across all booked trips. |
| Average booking window | Average number of days between the booking date and the trip start date. |
| Top destination | The most frequently booked destination. |
Tip: A short average booking window can mean people are booking travel last-minute. Use this metric with your policy data to find ways to save money.
Travel management
The Travel management overview section on the reporting landing page tracks how well travel aligns with your company's policies and approval workflows.
| Metric | What it shows |
|---|---|
| % Trips in policy | Percentage of trips that were fully within your travel policy. |
| Top violation reason | The most common reason trips went out of policy. |
| Average time to approval | Mean time between a trip request and its approval. |
| Sold outs | Number of approval requests where the original option sold out before the approver responded. |
Note: A high number of sold outs may mean your approval process is too slow for the market. Consider shortening your approval deadlines or pre-approving certain trip types.
Sustainability
The Sustainability overview section on the reporting landing page breaks down your company's carbon dioxide emissions by travel service for the selected date range.
The section shows CO2 emissions for each service type:
- Flights
- Hotels
- Trains
- Cars
Travel spend
This section shows how your travel budget is distributed across services and highlights average costs. See Use the travel spend report.
| Metric | What it shows |
|---|---|
| Spend by service | Total spend broken down by flights, hotels, trains, and cars. |
| Hotel average spend | Mean cost per hotel booking. |
| Car average spend | Mean cost per car booking. |
Cancellations, refunds, travel credit, and vouchers
The cancellations, refunds, travel credit, and vouchers overview tracks the financial impact of trip changes and cancellations.
| Metric | What it shows |
|---|---|
| Cancellation total | Total number of canceled bookings in the period, filtered by expense date. |
| Cancellation rate | Proportion of bookings that were canceled. |
| Refund total | Total number of refunds processed, filtered by expense date. |
| Refund rate | Total number of trips with refunds divided by total number of canceled trips. |
| Perk credit | Credit balance on your Perk payment profile, broken down by use case. |
| Travel credit and vouchers total | Combined balance of open travel credits and vouchers. |
Caution: Cancellation and refund totals on this page are filtered by the expense date, while the detailed Cancellations report uses the cancellation date. As a result, these figures may differ when compared.
Note: The FlexiPerk balance can appear negative if deductions exceed credits within the selected period.
Understand your data
Filter your data
You can use filters to narrow down the data to what you need.
- Date range filter: The date range filter defaults to the last 30 days, but you can choose a custom or predefined period to fit your needs. For accounts with deferred payments, the filter extends into the future to show upcoming committed spend. Additionally, selecting the current full year view captures all activity from January 1st through December 31st, including any future deferred costs.
- Payment recipient filter: This filter only appears for accounts that have passthrough billing turned on. Use it to see reporting data for a specific payment recipient.
Note: If you encounter a "No data available" or "Trouble loading data" message, it does not indicate a system error; it simply means no information matches your current filters. Try adjusting your date range or removing your existing filters.
How trend percentages are calculated
Trend percentages on the reporting landing page in Perk compare the value for your selected date range to the value for the immediately preceding period of the same length. The two periods don't overlap.
The formula is: Trend % = (value for selected period − value for previous period) / value for previous period
For example, imagine you view the reports on May 31 and filter by the last 30 days. The total spend for May is compared to the total spend for April (the 30 days immediately before your selected range). If May's spend is $12,000 and April's was $10,000, the trend percentage is ($12,000 − $10,000) / $10,000 = +20%.
The same logic applies to longer ranges. If you filter by the last 90 days, Perk compares the most recent 3 months to the 3 months before that. For instance, May, April, and March would be compared to February, January, and December.
Download a custom report
You can download your travel data as a CSV or Excel file with fields you can customize. You can find the custom report download on the reporting landing page.
This is very useful for analysts who need to see costs for each traveler, as the main landing page only shows trip-level data for these analysts.
Note: Analysts with user-level scoping see a banner that reads: "You are viewing trip data for specific travelers only. Your account admin has changed your permissions." The banner links to the Custom Report Download where they can access per-traveler cost details.
Data refresh and currency conversion
Reporting data in Perk is updated daily, not in real time. The system processes the previous day's information starting at 5:40 AM UTC and refreshes the data by 6:00 AM UTC. The page shows a Last data update timestamp (typically 5:30 AM UTC) so you can confirm when data was last refreshed.
Previous-day data is generally available approximately 2 hours after the processing starts. If you schedule automated reports, set them to run no earlier than 9:00 AM UTC to make sure the previous day's data is included.
Note: Exchange rates in reporting use the daily average rate from the day before the expense date. This may differ from the hourly rates used elsewhere in Perk, such as on the booking page.
Archived data—such as former cost centers and deactivated users—still appears in reporting. Deleted users, however, do not appear in any reports.
Reporting access by role
Access to the reporting landing page in Perk depends on a user's role and permissions. The table below summarizes what each role can see.
| Role | What it shows |
|---|---|
| Admin | Full access to all reporting sections on the landing page. |
| Analyst (Finance role) | Full access to all reporting sections. Analysts with user-level scoping see trip-level data only, not individual traveler data. A banner warns them and links to the custom report download for per-traveler costs. |
| Financial reviewer | Spend reporting only. No access to Travel Insights dashboards. |
| Approver | Simplified landing page showing approved and declined trip metrics. Only users directly assigned as a reviewer in an active approval policy get this access —line managers alone do not. |
| Travel manager | No reporting access by default, unless they're also explicitly named as an approver in an approval policy. |