Skip to main content

How to: Use in-platform reporting

See how your people are engaging with Perkbox

Updated over 4 months ago

You can access a range of detailed charts and interactive reports, to help review your teams engagement, within the Reporting section of your Admin Dashboard.

To locate these reports, select 'Reporting' from the the left-hand side menu of your Admin Dashboard.

From here, we have three main reporting sections for you to choose from: Overall, Perks & Celebration.


Overall Reporting

Engagement Summary

This provides an insight into how your employees are using Perkbox across the platform overall, as well as within each of our individual hubs: Perk hub (& Flexi points), Celebration hub and Wellness hub. It can be filtered by time period, country and team.

Activation

This section gives an insight into your active users. Here you can download the 'People List' which will open an Excel report, listing all of your current users, where anyone that hasn't yet logged in will show a status of 'Password not set'. This means that the user hasn't yet activated their account and set up their password to log in for the first time.

If you then wish to prompt these people to log in and start using Perkbox, you'd need to head to the homepage of your Admin Dashboard, locate the 'Invite your active users' box and choose from the below two options:

  1. Share Invite Link: This will provide you with a sign-up link that can be shared directly with your employees via your internal communication systems.

  2. Email Invite Link: This automatically sends an invitation email to those who haven't accessed their Perkbox account yet.

Benchmark

Here you can view your company's usage of Perkbox against another industry of your choice.

Team Analysis

Use the clickable bubbles on this page to help identify the teams you can engage more with. The graphs on this page display if there's any activity in a given team, and how deep their Perkbox usage is.

Not created any teams yet? Click here for a guide on how to set-up teams on Perkbox

Trend Rates

This graph provides insights into your trend rates. It can be filtered by time period, country and team.


Perks Reporting

Perks Summary / Perks: Team and Country

Here you will be able to gain an understand of the top Perks your team are redeeming. It can filtered by time period, country and team.


Celebration Reporting

People

Use this information to locate the top employees who have received the highest number of recognitions.

Teams
Use this information to locate the top teams whose employees have received the highest number of recognitions.

Values and Celebrations

Here you will be able to see the top values and celebrations tagged in your polls and recognitions

For more information on setting up your company values click here

Polls

Here you can see the top employees and polls with the highest number of votes.

Reward Transactions

Within this page you will find four reports:

  1. Points bought summary: Summary of transactions made to purchase points.

  2. Transfer summary: Summary of transactions made to transfer points

  3. Points spent summary: Summary of points spent by users.

  4. Manager Wallet Balance: Summary of managers' reward point balance.

Did this answer your question?