How to generate a report for an organization
Note for Partner Administrators
Choose the appropriate organization from the Organizations tab before following the steps below.
Select the Reports tab.
Select Generate Report.
Choose the type of report and the date range.
Select Generate.
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Reports will be available to download on the Reporting dashboard shortly after they've been generated.
Available reports
Relevant reports displayed
Only relevant reports for an organization will be shown. For example, an "HSA Offering Summary" report will not be displayed for organizations without an HSA program.
Report Name | Description |
Account Status Report | A detailed overview of the current status and activity of participant accounts. |
Balances Report | A detailed overview of the account balances related to member benefits within the specified period. |
Cards Report | Helps manage card issuance, tracking usage patterns, and monitoring financial transactions associated with each card. |
Claims Report | A comprehensive overview of claims related to member benefits within the specified period. |
Contributions Report | Detailed insights into the contributions made within an organization's benefit programs. |
Customer Identification Program Report | Details about the Customer Identification Program (CIP). |
Detail Funding Report | Designed to monitor contributions made into individual participant accounts to prevent over-contributions. |
Enrollment Report | Detailed information about members enrolled in an organization's benefits program. |
HSA Offering Summary | A comprehensive overview of an organization's HSA programs, detailing membership statistics and financial activities. |
Notional Offering Summary Report | A comprehensive overview of an organization's notional programs, detailing membership statistics and financial activities. |
Plan Sponsor Investment Report | An overview of an organization's employee investments for the selected date range. |
Transaction Report | Detailed ledger transaction information for member benefits within the specified date range. |