How to generate a report for an organization

Note for Partner Administrators

Select the desired organization from the Organizations tab before following the steps below.

Select the Reports tab.
Select Generate Report.
Select the type of report and the date range.
Select Generate.

Momentarily Available

After generating your report, it will be available momentarily to download on the Reporting dashboard.

Report templates

There are several report templates available.

Templates shown will vary
Only relevant reports to an organization's benefit configuration will show. For example, an HSA Offering Summary will not be available for organizations without an HSA offering.

Template Name	Description
Balances	detailed overview of the account balances related to member benefits within the specified period
Cards	card issuance, tracking usage patterns, and monitoring financial transactions associated with each card.
Claims	comprehensive overview of claims related to member benefits within the specified period.
Contributions	detailed insights into the contributions made within an organization's benefit programs.
Enrollment	detailed information about members enrolled in an organization's benefits program.
HSA Offering Summary	comprehensive HSA overview, detailing membership statistics and financial activities.
Notionals Offering Summary	comprehensive overview of all notional programs, detailing membership statistics and financial activities.