Reports
The reports available through your Level dashboard provide insights into different aspects of your benefit plans, helping you keep track of enrollment, spending, and compliance. Each report is tailored to specific data, allowing you to stay informed about overall benefit utilization and individual employee activity.
Enrollment reports
Enrollment reports give a snapshot of employee enrollment across each plan and help ensure data accuracy.
- Enrollment summary: An overview of enrollments for each plan, showing total enrollments and providing insight into participation rates across your benefit offerings.
- Enrollment error report: A summary of any enrollment data errors and their reasons (such as incorrect or invalid information). This allows you to quickly identify and address any discrepancies to maintain accurate records.
Use these reports during open enrollment and throughout the year to monitor participation and catch any issues in real-time.
Payroll reports
Payroll reports help you track budget and employee spending, providing essential information for payroll and tax purposes.
- Budget summary report: Your budget and spending to date, organized by policy and billing cycle. See the remaining balance for the month compared to active spend, so you can manage and project benefit costs effectively.
- Taxable pay file: A breakdown of taxable spending for each member and policy, helping you comply with tax reporting requirements.
These reports are valuable for managing payroll adjustments, tracking budget usage, and ensuring compliance with tax regulations.
Transaction reports
Transaction reports provide a detailed view of employee purchases, including any non-qualified spending.
- Transaction statement report: A complete list of all covered transactions made by employees in a billing cycle. See details of the transactions that have been invoiced, giving you a comprehensive view of employee spending.
- Non-qualified spend transaction statement report: Review any non-qualified spending by employees that hasn’t been repaid to Level so you can identify and address any discrepancies in spending to maintain compliance.
These reports are useful for tracking spending patterns and identifying non-qualified purchases that may need follow-up.
Accounts report
Accounts reports provide insight into account balances across all benefit plans, showing each employee’s remaining funds.
- Account balances: Check remaining balances for each employee, so you can understand benefit usage trends and encourage employees to take full advantage of their benefits.
This report is especially helpful toward the end of a plan year, allowing you to identify underutilized funds and create reminders or campaigns to boost benefit utilization.