The Company Information page provides a read-only overview of the organisation details registered within Workbloom. This information is collected during onboarding and is used for account administration, billing, reporting, and compliance purposes.
Administrators can review company records to verify that organisational information is accurate and up to date.
The Company Information page is available for reference and cannot be edited directly within the platform.
The Company Information page contains core organisational information provided during onboarding.
Company profile details may include:
This information is used to identify the organisation and support account administration and billing processes.
The Company Information page also displays the primary contact details associated with the organisation.
Information may include:
These details are used for account-related communication, onboarding activities, billing correspondence, and administrative notifications.
Workbloom stores additional organisational information to help classify accounts and support reporting and service administration.
Business classification information may include:
This information is collected during onboarding and helps Workbloom understand the organisation's profile and operational requirements.
The Reports section provides visibility into reward activity, balances, spending, tax-related information, and outstanding funding obligations. Reports help administrators monitor program performance and review reward transactions across the organisation.
Available reports include*:
*Report availability depends on your subscription plan.
Workbloom provides different reporting capabilities depending on the organisation's subscription plan. Reports help administrators monitor reward activity, spending, balances, orders, and compliance-related information.
The Reports menu is not available under the Essentials plan.
You only have access to the Dashboard Summary Reports and Campaign Reports, but they won't be available to download.
The following reports are available:
Includes all reports available in the Elevate plan, plus:
Displays cumulative reward expenditure across campaigns and reward programmes.
Shows the current available balance that can be used for funding reward campaigns.
Displays historical reward order activity and transaction records.
Displays the total value of rewards issued through the platform.
Provides visibility into funding amounts that remain unpaid or outstanding.
Displays information relating to digital vouchers and prepaid cards from quick (one-off) campaigns, excluding milestone rewards.
Provides reporting related to recurring milestone-based campaigns (work anniversary and birthdays) and issued rewards by type.
Provides account-level financial reporting and transaction summaries.
Provides tax-related reporting information by recipient and country.
Reports display information in a tabular format that can be reviewed directly within the Workbloom platform.
Depending on the report, information may include:
Reports may provide filtering capabilities that help administrators focus on specific data sets and improve report analysis.
Available filters vary depending on the report type and the information being displayed.
Report data can be exported for offline analysis and record keeping.
Available export formats include:
The Overall Tax Report provides visibility into reward activity that may be relevant to tax reporting and compliance.
Depending on configuration and activity, the report may include:
The report may also display visual indicators when reporting thresholds are approached or exceeded.
If the report information appears incomplete or inaccurate, several checks can help identify the issue.
