Admin Dashboard & Reporting

Report Guide: Engagement

What is the Engagement report?

This report shows which employees engaged with their benefits and which did not, as well as aggregated metrics by employee and by benefit.

It defines engagement as having any spending activity during the selected time period.

What to know

An employee’s benefit enrollment will appear in the report data if it was in a non-inactive state (i.e. active, runout period, grace period, COBRA) at any point during the selected time period. 

The enrollment is considered “engaged” if the employee had spending activity of any amount that became finalized during the selected time period duration.

To view this spending activity on the transaction level, see the Posted spending report. (You will need to set the report date range to match the range you have set for this report).

Enrollments that were inactive for the entire selected time period will not appear in the report.

How to navigate the Engagement report

This report allows you to:

  • Choose a date range
  • Set filters
  • Aggregate by Employee and Benefit
  • Export to a .csv file


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