Engagement + Dashboard Reports (Company Administrators)

On the Dashboard Tab, you can access multiple reports:

Current Team Engagement YTD: The percentage of team members who have used Compt at least once since the beginning of the year.

Stipend Usage Month over Month: The percentage of available perk funds your team has used out of the total available funds. (If your stipend cycle is longer than a month, the amount accumulates over the cycle.

If you scroll down to the bottom of the Dashboard Tab you will see a Reports section. 

1. Select the type of Report: You can choose a date range or payroll period

2. Click the report that you want to access and it will begin downloading:

Download Spend Details: This report will show every expense that was approved during the selected period and will show category, vendor, and description details. 

Download Stipend Utilization Report: This report shows the stipends funded to each employee, and the amount spent and balance along with their utilization percentage. 

Download Adjustment Report: This report will show the details of any funding corrections, spot bonuses, and stipends being funded.

Download Past Receipts (Zipfile): This is a bulk download of all receipts submitted by all employees.