Automated Report Exports: Your Guide
This guide will help you understand and utilize automated report exports, a feature designed to simplify how you receive and access important financial and administrative data.
How Automated Reports Work
Automated reports are generated on a set schedule and delivered right to your email inbox. These reports are tailored to your specific needs, configured with the same filtering, aggregation, and date range options you'd use when customizing and downloading reports yourself from the Admin Dashboard.
Each report is securely stored and accessible via a unique download link found directly in the email.
Receiving and Accessing Your Reports
Automated reports are sent to all active HR Admins and Finance Administrators within your Benepass account.
Email Delivery: You'll receive an email notification each time an automated report is generated.
Download Link: Inside the email, you'll find a unique download link for the report.
Login Required: To ensure data security, you must be logged into your Admin Dashboard to successfully download reports via these links.
How do I know if I have Automated Reports Enabled?
To see if automated reports are already set up for your Benepass account:
Navigate to the Reports page in your Admin Dashboard.
Look for a new tab labeled "Exports."
On the Exports tab, you'll find details about the automated reports configured for your entity:
Active: A green checkmark indicates that the automated report is currently active and running.
Filters: This section details any specific criteria applied to the report, such as filters by Benefit, Transaction Type, County, etc.
Aggregates: This indicates how the report's data is grouped, for example, by benefit, employee, or if it's non-aggregated.
Cadence: This specifies the delivery schedule for the report.
Time Frame: This indicates the specific time frame the automated report will include.
How to Request Automated Reports
To request a new automated report or modify an existing one, please submit a request to your dedicated CSM. When making your request, be sure to provide the following details:
Report Type: Specify the base report you need (e.g., Posted Spending, Imputed Income, Reconciliation Report, etc).
Filters and Aggregates: Detail any specific filters or aggregations you require.
If you're unsure which filters or aggregations are available for a specific report, you can easily check. Just go to your Reports page in Benepass, click on the report you're interested in automating, and you'll see all the available options there. See example screenshots below:
Cadence: Indicate how often you'd like to receive the report (e.g., weekly, bi-weekly, monthly, quarterly).
Timeframe: Indicate the period the report should cover (e.g., last month, quarterly, year to date, every two weeks).
Important Note on Request Processing Time
Please keep in mind that setting up automated reports, like other custom requests, can take two to three weeks to process. We kindly ask you to factor this timeframe into your planning.