Your Reports

Navigate to Manage Gifts to view a report of all your sent gifts. 

Note: you can toggle the drop down menu in the header to view sent gifts for your various accounts (e.g. your personal Primary account, your Team Member account).


Navigate to Reports section to find 3 reports for your activity:

  1. Expense Report - all your account transactions
  2. Taxable Benefits Report - total amount claimed by each recipients
  3. Gift Reasons Report - totals for each gift reason

Note: you can toggle the drop down menu in the header to view Reports for your various accounts.

Team Reports

If you are a Team Admin, navigate to Teams > team reports (or Teams > Select a Team > Reports), to view reports for your full team:

  1. Gift Report - all sent gifts
  2. Expense Report - all team account transactions
  3. Taxable Benefits Report - total amount claimed by each recipient
  4. Gift Reasons Report - totals for each gift reason

Note: you can toggle the drop down menu in the header to view Reports for your various Teams or select All Teams. You can also drill down to view the same reports for each individually Team Member.

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