The Reporting area gives you a clear view of how your employees are using Perkbox across wellbeing, benefits and engagement. It brings together the most meaningful metrics in one place so you can quickly understand what is working, where engagement is strong, and where you may need to focus more attention.
Reporting is designed to help you move beyond surface-level usage. It allows you to track activation, measure engagement over time, understand savings and spend, and compare performance across teams and countries.
Many admins use this data to inform internal communications, support their reward and recognition strategy, and demonstrate impact to senior stakeholders.
All reporting data is available to admins only.
How to access reporting
Step one – Log in to Perkbox.
Step two – Select Enter admin in the top right.
Step three – From the left-hand menu, select Reports.
You’ll land on the Overall section by default.
Engagement summary
The first tab is Engagement summary.
This section provides a high-level snapshot of platform usage across all enabled products.
You can filter the dashboard by:
Country
Team
Time period – from the last 30 days up to the last 12 months
Product area (All, Perks, Flexi points, Celebration, Wellbeing)
If you don’t see filters, select the filter icon to display them.
Important: Countries and teams must already be set up in Perkbox to appear in filters. Setting these up early helps you get more meaningful reporting.
Understanding the key metrics
Depending on your products, you may see:
Total savings – Combined savings made across perks, rewards and discount vouchers
Fixed savings – Savings confirmed through transactions completed on the platform
Potential savings from discount vouchers – Estimated savings based on average basket values where redemptions cannot be directly tracked
Accepted spend – The total value of accepted payroll benefit orders (visible only if payroll pay benefits are enabled)
Engaged users – The number of unique users who performed at least one meaningful action during the selected time period
Interactions – The total number of meaningful actions completed across the platform
An engaged user is counted once, even if they complete multiple actions. Interactions count every action taken. For example, if one employee redeems three perks and sends one recognition, that equals one engaged user and four interactions.
Meaningful actions include activities such as redeeming a perk, sending or receiving recognition, voting in a poll, viewing wellbeing content or placing a benefits order.
Data in the Overall section refreshes nightly. If you’ve made changes recently, allow up to 24 hours for updates to appear.
Activation
Select Activation to view login and activation data.
This section shows:
People – Total number of users uploaded to the platform
Activated people – Users who have logged in and set their password at least once
Activation rate – Activated users as a percentage of total users
Activation rate by country
Activation rate by team
Activation means a user has logged in and gained access to the platform. Engagement is different – it measures whether they are actively using features.
This report helps you identify:
Teams with strong activation
Teams that may need reminder communications
Countries where onboarding support may be required
You can select Download people list to export activation data.
Team analysis
Select Team analysis.
Team analysis is a strategic tool designed to help you understand how activation and engagement vary across your teams.
It uses a quadrant model based on two metrics:
Activation rate
Engagement level
Activation means a user has logged in and set their password.
Engagement measures whether activated users are meaningfully interacting with the platform.
Each team is plotted on the grid based on these two dimensions.
How to interpret the quadrants
The four quadrants represent different engagement scenarios:
Learn from
High activation and high engagement.
These teams are both logging in and actively using Perkbox. They are your strongest adopters and can help you identify successful behaviours or communication strategies.
Deepen usage
High activation but lower engagement.
These teams have logged in, but they are not using the platform regularly. They may benefit from reminders, feature education or targeted communications.
Increase active people
Lower activation but strong engagement among those activated.
Some users are using Perkbox well, but others have not activated their accounts. This is often an onboarding or awareness opportunity.
Focus now
Low activation and low engagement.
These teams may need support to increase both activation and ongoing usage.
This view helps you prioritise your efforts and move teams from lower-performing quadrants into stronger ones over time.
Using team analysis strategically
Admins often use this report to:
Identify teams that may need additional communication
Encourage managers to promote the platform internally
Learn from high-performing teams
Measure the impact of engagement initiatives
Because this report is calculated and plotted visually, it is designed as a strategic overview rather than a downloadable dataset.
You can select Share report to copy the URL and send it to another admin, but this report does not offer a CSV download.
Trend rates
Select Trend rates.
Trend rates show how engagement changes over time and are designed as a strategic tool rather than just a data view.
You can filter by:
Country
Team
Time period
Monthly or quarterly view
Currency (where applicable)
You can toggle between views such as:
Engagement rate
Savings
Interactions
This helps you:
Identify dips or spikes in engagement
Measure the impact of internal campaigns
Compare team or country performance
Understand long-term adoption patterns
Trend data can also be used to benchmark performance internally and support reporting to leadership teams.
Sharing and downloading reports
To share a report with another admin:
Select Share report
Copy the generated URL
Only admins with access to the platform can open shared links.
To download report data:
Step one – Hover over the graph you want to export.
Step two – Select the three-dot menu in the top-right corner.
Step three – Select Export Data.
This exports the data shown in the graph.
If you need to present reporting externally, you can also download the data as a CSV file or take a screenshot of the visual dashboard for presentations.
Explore product-specific reporting
From the left-hand menu, you can access more detailed reporting by product:
Perks – View top redeemed perks, savings and team redemption trends
Celebration – Track recognition, polls and reward transactions
Benefits – Monitor payroll benefit orders and approvals
Wellbeing – Review Online GP and EAP reporting
Each area provides more detailed insights specific to that product.