Employer Reports

Choice Strategies reports offer detailed information to assist with plan administration.

Most Popular Reports:

  • Enrollee Account Balance (EAB) - Details all employee elections, disbursements, account balances, and balances due.
  • Transactions Report – Sorts all manual and card transactions by the date the transaction occurred or the claim was paid.
  • Employer Funding Report – Sorts all transactions by the date the transaction was settled. Great for reconciling your bank accounts.

How do I Run/Access Reports?