Admin Dashboard & Reporting

Reports: Overview

Benepass provides a number of detailed reports that allow you and your team to track Benepass activity for your entire company.

This guide will provide an overview of the intended purpose of each report type, a hyperlink to the detailed report guide, and sample reports for you to review. Please note sample reports may be from different time periods. 

Account Summary Reports

Report Name and Associated Help Center Article  Intended Use Sample Report (this will open as a CSV or PDF)
Reconciliation Report

This report is the source of truth for all money movement on the Benepass platform. This report can be filtered and sorted to support a number of end-of-month or close-of-book functions for accounting and finance teams. All other Benepass reports are built off of this data.

Admin teams can use this report for line-by-line auditing, as well as the building blocks of any custom reporting required.

Sample Reconciliation Report

Benepass Platform Statement

This report summarizes the Reconciliation report. The totals listed here are equal to the sum of each type of spending listed on the Reconciliation report for the same time period.

Admin teams can use this report to see an at-a-glance summary of the IR report.

Sample Platform Statement

Blue Ridge Bank (Unit) Statement

This report shows money movement into the bank account held by Benepass in your company's name. We hold funds in 2 locations:
1) Your company account with Blue Ridge,
2) With Stripe (our card providers) to fund spending. This report only shows a portion of Benepass held balances.

If you are looking for a summary of all "cash" balances held by Benepass, you will need to utilize either the Reconciliation or Platform Summary.

Sample Blue Ridge Bank Statement 


Specific Use Reports

Report Name Intended Use Sample Report 
Imputed Income Report

If your company has a taxable benefit, you will need to regularly report taxable spending on employee paychecks as "Imputed Income." This report will show all taxable spending by employee for a time period, either in aggregate and breakdown views.

HR and Payroll teams use this report to calculate YTD taxable spending, and push imputed income on employee paychecks at a regular, pre-determined cadence.

Sample Imputed Income Report (Total) 

Sample Imputed Income Report (Breakdown)

International Reimbursements Report

A summary of all reimbursements approved by international employees for a select time period. This report will show a sum of all reimbursements approved for payout, and can also be toggled to show the breakdown of included transactions.

HR and Payroll teams use this report to provide international employees their reimbursements via payroll at a regular, pre-determined cadence.

Sample International Reimbursement Report (Total) 

Sample International Reimbursement Report (Breakdown)

Spending Reports

Dynamic searching, filtering and sorting functions on this report will allow you to customize spending summaries.

There are 2 spending reports:

1) Pending spending: for transactions or expenses still under review/not finalized. 

2) Posted spending: for transactions and expenses that have been fully reviewed and finalized. 

Admin teams can use this report to track individual or company-wide spending patterns. You can break down transactions by employee, location, benefit type, and more.

Sample Spending Report 


This report generates an employee's balance from a specific date you select.

Admin teams use this to understand unspent available balances on a particular date. 

Sample Balances Report


Used to generate payroll deductions that we have recorded from pre tax benefits. It can be used in tandem with the Contributions and Expirations report to confirm that deductions and contributions match.

Sample Deductions Report

Contributions and expirations

This report displays contributions and expirations of funds (notional movements). 

Admin teams use this to verify that employees received correct and timely contributions and expirations.

Sample Contributions and Expirations Report

Questions? We are happy to help! Please reach out to the Benepass Admin Support Team by emailing

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