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?
Our live, reoccurring and custom webinars focus on everything from account management basics to reporting specifics. To schedule a webinar, please email firstname.lastname@example.org with your name, company name, and the preferred date and time.