The Reports section provides historical reimbursement and claims data that helps employers understand employee allowance usage and reimbursement activity.
What is the Reports section used for?
The Reports section provides visibility into:
Employee reimbursement activity
Employee claims activity
Allowance utilization
Historical reimbursement trends
Reports are intended for analysis and reporting.
Should I use Reports to process reimbursements?
No. Use the Reimbursements section of the Admin Portal when processing employee reimbursements.
The Reimbursement Statement in the Reimbursements section is the source of truth for reimbursement amounts.
What reports are available?
The Reports section includes:
Reimbursements Summary Report
Claims Summary Report
Each report provides different information about employee reimbursement activity.
Key takeaway
Use the Reports section to analyze reimbursement and claims activity. Use the Reimbursements section when processing employee reimbursements.
Common issues with the Reports section
The Reports section is not visible in my portal navigation
If the Reports section does not appear in your left navigation menu, this is a portal access or account configuration issue — it cannot be resolved through browser troubleshooting. Contact Customer Experience with your company name and a screenshot of your portal navigation.
The Reports section shows some months but not others
If reports for specific months are missing:
Use the year and period filter at the top of Historical Reports to navigate to the correct plan year.
Allow until the 2nd business day of the following month for the report to appear.
If the period is correct and the report is still missing after the 2nd business day, contact Customer Experience to request manual report generation.
I can only see Expected Payroll Reports, not Payroll & Reimbursement Reports
If your Historical Reports only shows Expected Payroll Reports, your account may be configured on a report cycle that generates this type instead of the standard Payroll & Reimbursement Report. Contact Customer Experience to confirm which report applies to your plan and whether your cycle needs adjustment.
The downloaded report opens as unreadable text
If a CSV report opens as unreadable characters:
Open a blank Excel spreadsheet and use Data → From Text/CSV to import the file.
Set the delimiter to comma when prompted.
If this does not resolve it, contact Customer Experience — they can email the report as a correctly formatted attachment.