Group Plan administrators can download a PDF report summarizing activity across their Group Plan for a selected date range.
Opening Group Plan Reports
To access your Group Plan reports:
- Click Group Plan from the left navigation menu.
- The page opens to the Manage Members tab by default.
- Click the Reports tab at the top of the page.
The Reports page displays usage statistics and activity for your Group Plan.
Selecting a Date Range
Use the date range selector near the top of the page to choose the reporting period you'd like to export.
You can manually select a start and end date, or choose one of the available preset ranges such as Last 3 Months, Last 6 Months, Last Year, or All Time.
Once you've selected your desired date range, click OK to update the report.
Downloading the Report
After the report has updated, click Download to generate a PDF containing the currently displayed Group Plan report.
The downloaded report reflects the selected date range and can be saved, shared, or printed as needed.
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