With the billing summary report, admins can see a high-level view of each organization’s benefits activity for a billing period. This includes confirming active member counts, reviewing what the platform provider can bill an organization, and reconciling invoices. The report shows one row per organization and billing group for the selected billing period. Here’s how.
How to generate a billing summary report
From the Reports tab, select the Generate Report button.
Choose the billing summary report.
After entering the report parameters, select the Generate button.
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Inclusive end date
The report covers the one-month billing period ending on the selected date. For example, a report with the selected end date of 06/25/2026 will cover 05/26/2026–06/25/2026.
Summary billing report fields
Field Name | Definition | Example |
Organization Name | Name of the organization, which is most often an employer. | Nanu Nanu Inc |
EIN | Employer identification number. May be blank for some orgs. | 223345678 |
Division Billing Code | A code identifying the organization being billed, built automatically as FD plus the organization's ID. | FD013357 |
Billing Group | The benefit program being charged. | HSA Only |
Active Members | Number of active members during the selected billing period. | 2 |
New Members | Number of members who joined during the selected billing period. | 2 |
Runout Members | Number of members in the run-out period during the selected billing period. | 0 |
Terminations | Number of members terminated during the selected billing period. | 0 |
Retroactive Additions | Number of members added during the billing period whose enrollment start date falls before the selected period. | 0 |
Retroactive Months | The months other than the current billing month that a retroactive member is now enrolled for. | 0 |
Understanding billing groups
Language Note
A “Combo” billing group is a combination of benefit groups defined by the partner during setup. Reach out to the partner to confirm what a specific combo includes.
About member counts
Tip
The Active Members count won’t always equal the sum of the other member columns. Active Members reflects who was active during the period, while the other columns count specific events (new, terminated, retroactive, run-out). Use each column for its specific purpose rather than expecting them to total.
A member can appear in more than one column. Each column tracks something different about a member during the billing period, so the same person is counted everywhere that applies.
A member who joins during the period counts in both the New Members and Active Members columns. A member in the run-out period counts in both the Runout Members and Active Members columns.
A member terminated during the period counts in the Terminations column but not in the Active Members column, unless they still have another active benefit in that billing group, in which case they count in both.
Verify against the detailed billing report
The summary billing report shows totals by organization and billing group. To see the member-level detail behind those totals, generate a detailed billing report.