How to download company’s reports on the platform?

The benefit manager who has Admin or Analytics permissions on the platform can download reports by following the next steps:

1. Log in to Wellhub for Companies.
2. If there’s more than one, select the company name in the upper left corner of the screen.
   
3. Click on Dashboard and then on Reports.
4. Select the report you want to download.
5. Select the period and the file grouping: one file per month or for the selected period.
6. Click Download.

The reports available to download are:

• Engagement: This shows all eligible employees, the ones who have created an account, and those who have subscribed to a plan for themselves or their family members if that option is available.
• Check-in details: Shows all the check-ins by your employees and their family members.
• Subscribers: Shows all subscribers, plan prices and offered discounts, and their current subscription status, both for employees and family members.
• Subscription history: This shows all changes made to the subscription and their current status employees and family members.

You can export two types of reports: Annual Summary and Subscribers per plan.

To download the reports, follow these steps:

1. Log in to the HR Portal.
2. In the Reports section, go to the option Downloads available at the bottom of the page and choose the information you want to see.
3. Click Download, and that’s it!

💡 If the company has different branches, the data from each will be separated from the main company. To see the other data, select the company name you want to review at the top of the page.