The following reports can be found on the Upflex Portal (Web):
Products
Enrolment
Flex Spaces - a) Bookings & b) Spend
👥 Who can access reports?
Only Corporate Admins and Team Admins with the proper permissions can access reports section of the portal.
🛠️ Step-by-Step: How to access reports
Select Reports from the top of the homepage
Select the report you’d like to view: Products, Enrolment, or Flex Spaces.
Apply filters or select a date range to customize your report view.
Export as needed for offline access or sharing.
📈 Overview of Reports:
1. Products
View pool contributions and balances
Monthly view of purchases by invoice and credit card(s)
2. Enrolment
Review users added to the platform and their status ie, invited users, users who have activated their invitation and pending users.
View users assigned specific budgets
Exportable reports for users under each status
3a. Flex Spaces - Booking
Dashboard and graphs of key booking metrics including bookings completed, cancelled, average per month etc.
View the top bookers, top locations and preferred space types
Exportable reports including key booking data
3b. Flex Spaces - Spend
Analyse spend by space type, teams, departments, cost centres, currencies and users.
Exportable reports editable depending on your corporate set up
💡 Pro Tips
Multi-Currency Support: View reports in your preferred currency for global financial visibility.
Advanced Filters: Refine your data by: Date range, Team or department, User activity
Date Type Filters: Choose between: Created Date – to analyze spend accumulated within a specific timeframe or Booking Date – to review bookings that occurred during a selected period