Team insights is a reporting page in Perk that gives line managers, cost object owners, and approvers direct visibility into their team's travel spend. Rather than requesting reports from an account admin, managers can access the data themselves—scoped to their own team.
Note: This feature is currently available to a limited number of accounts as part of an early release. To request access, contact your account manager.
Accessing Team insights
Team insights appears in the left-hand navigation for eligible users. Access is based on your role in Perk, and you can qualify under more than one condition. You're eligible if you are:
- A line manager — meaning at least one active user in Perk has you set as their manager.
- A cost object owner — meaning you're set as an approver on at least one cost object.
- An approver: you're explicitly named by on a travel approval policy (single-step or multi-step) and have at least one approved trip on record against that policy. Backup and delegate approvers who only covered trips while someone was out of office don't qualify via this path.
If you qualify under more than one condition, your access is additive — you see the combined data for all of them.
Note: Team insights is only available to accounts with travel management. It doesn't appear for accounts that only use spend management.
If you don't see Team insights in the navigation, check that your organization is on a Premium or above plan and that your role is correctly set up in Perk.
Note: If you're an account admin as well as a line manager, cost object owner, or approver, you can access both Team insights and the Reporting section in Perk. The Reporting section gives account admins company-wide visibility across the entire organization; Team insights shows data scoped to your own team only.
Understanding your data scope
Team insights shows travel data scoped to your team, based on your role in Perk — whether you're a line manager, cost object owner, approver, or some combination.
- Line managers see data for their direct reports.
- Cost object owners see data for people who have made bookings against their cost objects within the selected date period.
- Approvers see data for people whose trips they approved, or that a delegate approved on their behalf while they were out of office. Backup approvers who only covered trips don't see data for the people they covered for.
If you qualify under more than one condition, you see the combined data for all of them. There are no duplicates — if the same person falls into multiple scopes, they appear once.
Note: This report covers travel spend only. Expense data is not included in this release.
Team Insights is designed with privacy in mind. You can only see data for people who directly report to you, who have booked travel against a cost object you own, or whose trips you approved. There is no visibility into peer teams, other departments, or anyone outside your direct scope. It shows data for direct reports only—not their reports. If you manage someone who also manages a team, their team’s data is not included in your view.
Note: Team insights shows spend incurred excluding cancellations, not net spend after cancellations and refunds. This differs intentionally from some other reporting views in Perk to provide an easier-to-understand cost overview.
Using the Overview tab
The Overview tab in Team insights gives you a top-level summary of your team's travel activity for the selected date period.
At the top is the Needs action card, which shows any approvals or trip actions currently waiting for your review. Pending approvals and trip actions are counted separately. Select View all to go to the Trips page and act on them. If nothing is pending, the card shows All caught up.
The Needs action card isn’t affected by the date or cost object filter. It always shows all pending approvals and trip actions, regardless of the selected date range or cost object.
Below that, three summary cards cover the selected date period:
- Total team spend — the combined travel spend for everyone in your scope, excluding canceled bookings.
- Top spender — the person with the highest travel spend.
- Out-of-policy % — the percentage of trips made outside your organization's travel policy. Any booking made out of policy within a trip will make the trip count as out of policy. A label below the percentage shows the top policy violation reason.
If your team's average booking window — the number of days before travel that bookings are made — is shorter than the company average, a Booking window savings card appears. It compares your team's average against the company-wide average to show how much earlier your team could be booking. This card only appears when your team's booking window is below the company average, and can't be dismissed.
These cards update when you change the date or cost object filter.
Below the summary cards, the spend trend chart shows how your team's total travel spend has changed over the selected period. It displays two lines: the current period and the previous period, so you can compare spend directly. The previous period is the same date window shifted back exactly one calendar year — for a year-to-date view, this means 1 January through today in the prior year, capped at today's date. You can export the chart as a PNG.
Using the People tab
The People tab in Team insights shows a table of everyone within your reporting scope, along with summary spend data for each person.
Who appears in the table depends on your role:
- Line managers see all their direct reports, regardless of whether they have travel spend in the selected period.
- Cost object owners see people who have booked travel against their cost object in the selected date period. People with no bookings against it in that period aren't shown.
- Approvers see people whose trips they approved, or that a delegate approved on their behalf while they were out of office. Backup-only approvers don't see the people they covered for.
If you qualify under more than one condition, you see the combined set of people from all scopes.
Each row in the table has a dropdown menu. View trips goes to the Trips page filtered to that person. Open profile opens that person's profile — this option only appears if you have permission to view user profiles in Perk.
Filtering your data
The filters in Team insights apply across the entire page, including both the Overview tab and the People tab. The date filter uses the expense date — the date payment was taken for each booking.
Use the date filter to select the period you want to review. All data on the page updates to reflect the selected range.
If you own more than one cost object, use the cost object filter to scope all data to a specific one. This also affects who appears in the People tab — only people with bookings against that cost object in the selected period will be shown.
Use the person filter to scope the page to one or more specific users. It works the same way as the cost object filter and applies across both tabs.
Downloading your data
Team insights lets you download your data as a CSV using the Custom Report Download. The export covers the same data shown on the page — it includes line manager, cost object, and approver data, scoped the same way as the rest of Team insights.
The date range and cost object filters apply to the export, so what you download reflects whatever is currently selected on the page.
The CSV includes 21 columns covering traveler details, trip and booking info, spend, policy violations, and cost allocation.