• Select "Insight" on the top banner.
  • Under "Dashboards" select "Giving and Receiving" 
  • Filter by Date, Country, Hierarchy, Person's Name, or Department Name by clicking the carrot icon on the top right.  

Current Carried Balance

This is how much employees could redeem if all was done at once.  These are funds that people have sitting in their "You Can Spend" bucket. You can click on the number it will take you to the "Individual Balance Report" which is populating your current carried balance.  Just take a look a the "Spending Balance" column.


This is how much money has been redeemed or "cashed in" during the filtered time frame.