How do you export a report?
To export a report, simply go to Company > Reporting in Payflip
Then select the report you wish to export and click on Generate report.
Do you need a report of the budget balance? Then you can select the desired budget under 'Budget'.
You get an overview of the data you are going to export.
Select the format in which you want to export the data; you can choose between .CSV and .XLSX.
Then click Export to download the file.
What reports can you export?
The budget impact overview
❓What is the purpose of this report?
This report shows you the budget impact of choices for both the current and future years for all your employees.
💡How can you use this overview?
As a financial manager, you can use this report to check if the price of the choices made matches the invoices received. It also helps you estimate how much budget you need to set aside for the future.
🔎 Contents of the report?
Column name | Description |
id | This is the choice id |
company name | name of the entity |
employee name | name of the employee |
product name | name of the product an employee has chosen |
date of choice | date on which the employee submitted the choice |
budget name | name of the budget that funded the choice |
choice price | the total price of the choice |
is Combined Budget | indication if a budget is funded with more then 1 budget |
budget impact columns | shows the amount due in the that year according to the renting period |
linkToChoice | Link to the choice in Payflip |
The budget balance overview
❓What is the purpose of this report?
This report helps you keep track of your employees' spending and remaining budget balance. This report always applies to the current year.
💡How can you use this overview?
As an HR admin, you can use this report to monitor your employees' budget usage.
🔎 Contents of the report?
Column name | Description |
name | Name of the employee |
company | name of the entity |
employee Id | id of the employee |
budget Id | id of the budget |
budget Name | name of the budget |
Budget Code | code of the budget |
totalAvailableBudget | total amount of budget for 1 budget |
monthlyCashIncrease | the amount deducted from the end of year premium budget that will be paid out in cash. |
totalBudgetSpent | Shows the amount of the budget that has been spent |
remainingBalance | Shows the amount of the budget that can still be spent |
User status overview
❓What is the purpose of this report?
This report provides you with insight into the status of users on Payflip, whether they are "active" or "deactivated.
💡How can you use this overview?
As a financial manager, you can use this report to check whether Payflip's billing is matching the number of active users. As an administrator, this report gives you a clear overview of each user's current status, so you can easily manage user accounts.
🔎 Contents of the report?
Column name | Description |
id | This is employee id |
company name | name of the entity |
createdAt | Date of user creation |
firstname | First name of the user |
lastname | Last name of the user |
email of the user | |
status | status of the user |
endDateEmployer | end date of the wage contract |