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Understanding the Products Section in Reports

The Products section in the Upflex portal gives Corporate and Team Admins visibility into pool balances and purchases

Updated over 2 weeks ago

๐Ÿ” **Who Can Access This Section?

Only Corporate Admins and Team Admins can view the Enrollment section.

To access it:

  1. Go to Reports in the navigation menu

  2. Select Products


๐Ÿ“Š What Youโ€™ll Learn from the Products Section

โœ… Key Insights Available:

  • View pool activity at the company or team pool level

  • Track pool contributions made

  • Monitor pool spend

  • See the remaining balance available in each pool

  • Track monthly purchases of Upflex products

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