Spend reporting in Perk gives account admins and financial reviewers a visual overview of your company's expense spend. Use this article to understand what the spend reporting feature covers, which roles can access it, and where to find it in Perk.

What spend reporting shows

The spend reporting overview in Perk lets you see your company's expense spend at a glance. It brings together data from exported expenses and displays it as interactive visualizations, so you can spot trends, compare costs, and understand where company money is going — without needing to export a spreadsheet first. 

The overview includes four tiles at the top of the page. Each tile shows a headline figure:

• Total spend: the total value of exported expenses in the selected period.
• Top spender: the employee with the highest spend in the period.
• Top cost object: the cost object with the highest spend in the period.
• Top category: the expense category with the highest spend in the period.

Below the headline tiles, four charts give you a more detailed breakdown of your spend:

• Total spend trend: how your total spend has changed over the selected period.
• Spend per cost object: how cost objects spend has changed over the selected period.
• Spend per category: how spend by expense category has changed over the selected period.
• Spend per employee: how spend per employee has changed over the selected period.

You can also generate a tailored Excel or CSV export directly from the overview using the Custom download button, or set up a scheduled email delivery using the Schedule report option.

How spend data is calculated

Spend reporting draws from exported expenses recorded in Perk. Amounts are shown in your preferred currency. When an expense is recorded in a different currency, Perk converts it using EUR as the base exchange rate.

The overview includes the following expense types: receipt expenses, receiptless expenses, per-diem expenses, and mileage expenses. Note that only exported expenses are included in the dashboard.

How spend is split across employees, cost objects, and categories

When an expense is shared or allocated across multiple employees, cost objects, or categories, Perk splits the spend as follows:

• Employee spend: the expense amount is divided equally among all internal participants on the expense. External participants are not included in the split. Amounts are rounded to two decimal places, with any remainder assigned to one participant.
• Cost object spend: the expense amount is allocated across cost objects using the percentage weight configured on each expense. Each cost object receives its assigned percentage of the total. Cost objects that cannot be matched in your organization's data are excluded from the split. Amounts are rounded to two decimal places, with any remainder assigned to one cost object.
• Category spend: the expense amount is split across the categories configured on the expense. If the split does not fully cover the total expense amount, the remaining balance is assigned to the expense's primary category. Category names are resolved per legal entity, so the same category ID may display differently across entities.

Note: The spend reporting dashboard reflects expense data processed through Perk's data pipeline. There may be a short delay before the most recent transactions appear, so figures may not match real-time data.

Who can access spend reporting

Only account admins and financial reviewers can view the spend reporting overview.

• Account admins see the full overview across all legal entities and employees in their organization.
• Financial reviewers see spend reporting for the entities within their scope.

Note: Other roles — including travel managers, employees, and auditors — can't access spend reporting.

Where to find spend reporting

You can access spend reporting from the sidebar in Perk.

1. Go to Analyze > Spend reporting to open the overview.
2. Select a date range, or use the Custom download button to export a detailed report.