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 and then the period.
5. Choose the file grouping: one file per month or selected period.
6. Click Download .csv, and that’s it!

The reports available to download are:

• Engagement rates: 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-ins: Shows all the check-ins by your employees and their family members.
• Subscribers snapshot: Shows all subscribers and their billing date.
• Subscription history: This shows all changes made to the subscription of each employee and their family member.

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.