Reporting access includes integrated role-based provisioning to allow for more appropriate access to specific reports while maintaining participants’ privacy. Admin users can be provisioned for more than one reporting type.
Admin Reporting includes reports to support wellbeing program leadership.
PHI Reporting gives access to reports that contain participant PHI.
Status Reporting includes reports allowing a provisioned user to monitor program status without access to participant PHI. Status reports can be shared with leadership in departments such as Human Resources without violating data privacy protections.
COVID-19 Reporting includes reports specific to COVID-19 monitoring and management.
Please follow the below process to generate reports for your program.
1. Navigate to Reports Builder on the left hand menu of the Admin Portal.
2. Choose the Company from the dropdown menu.
3. Choose a Report from the dropdown menu.
4. Enter a Start Date and End Date. Note: reporting date ranges are limited to a maximum of 1 year per run. To access data for a timespan greater than 1 year, run the report multiple times changing the date ranges as needed.
5. Payroll ID, Last Name and First Name
6. Click Run Report.
The data will return on screen in dashboard format. Up to 500 lines of data are displayed per page.