Reports
This page outlines the reports that are available on the EMPOWER Online Portal.
How to Run a Report
- Log into the Employer Portal.
- On the left side of the screen, click the Reports icon.
- Click the +New report button.
- Click on the report that you wish to run.
- Select the settings for the report on the next page.
- Check the Email me when the report is available to receive an email when the report is ready.
- Click the Request button. You will receive an email when it is ready.
Available Reports
Account Balance
This report shows participant level data for enrollment, contributions, and claims paid. Please note that this report does not include termed employees.
Description:
View plan account balance information per participant and per plan as of a specified date.
Settings:
- File type: Choose pdf or excel.
- Time: Select the as-of date.
- Plan: Select the Plan year and plan that you’d like to use.
- Group by: Select Do not Group.
- Type: Select Detail to include social security numbers. Select De-Identified Detail to exclude social security numbers.
Fields:
- Participant Name
- Election
- Employer Contribution
- Rollover Contribution
- Paid
- Pending
- Participant Deposits
- Plan Year Balance
- Available Balance
- Cash Balance
Account Balance Detail
This report shows both a summary and detail level of enrollment, contributions, and claims paid. Unlike the Account Balance report, this report does show termed employees.
Description:
View plan balance summaries and consumer account balance detail as of specified date.
Settings:
- File type: Choose pdf or excel.
- Time: Select the as-of date.
- Plan: Select the Plan year and plan that you’d like to use.
- Group by: Select Do not Group.
- Type: Select Detail to include social security numbers. Select De-Identified Detail to exclude social security numbers.
Fields:
Summary Tab
- Plan
- Consumers: the number of enrolled participants
- Election
- Employer Contribution
- Paid
- Refunds
- Pending
- Debit Card Preauthorizations
- Consumer Deposits
- Employer Deposits
- Plan Year Balance
- Available Balance
- Cash Balance
- Employer Name
- Plan Year
- Plan
- Identifier
- Employment Status
- Last Name
- First Name
- Election Effective Date
- Election Termination Date
- Election
- Employer Contribution
- Paid
- Refunds
- Pending
- Debit Card Preauthorizations
- Consumer Deposits
- Employer Deposits
- Plan Year Balance
- Available Balance
- Cash Balance
Claim History
This report shows claims submitted during a selected time period. Use this report to check on the status of a claim.
Description:
View all claims submitted during a specified time period including status.
Settings:
- File type: Choose pdf or excel.
- Time: Select start and end date to filter by claim submission date.
- Plan: Select the Plan year and plan that you’d like to use.
- Group by: Select Do not Group.
Fields:
Summary Tab
- Plan
- Claim Amount
- Paid
- Pending
- Denied
Detail Tab
- Identifier
- Participant Name
- Recipient
- Claim Number
- Submit Date
- Claim Amount
- Paid
- Pending
- Denied
- Claim Status
Debit Card Funding
This report shows debit card activity over a selected date range.
Description:
View a summary of the debit card transaction amounts and fee amounts by plan.
Settings:
- File type: Choose pdf or excel.
- Time: Select start and end date to filter by transaction date.
- Type: Select either a summary (De-identified Summary), participant level without social security number (De-Identified Detail), or participant level with social security number (Detail).
Fields:
Summary Tab
- Plan Year
- Plan
- Amount
Detail Tab
- Identifier: unique identifier for participant
- Participant Name
- Card No: last four digits of the debit card
- Transaction Date
- Settlement Date
- Status
- Amount
Debit Card Mail Date
This report shows the date that debit cards were mailed to participants.
Description:
View the date(s) that cards were mailed to cardholders.
Settings:
- File type: Choose pdf or excel.
- Time: Select start and end date to filter by mail date.
- Card mail status: choose all to show cards that have been mailed or not yet mailed
Fields:
- Identifier
- Participant Name
- Cardholder Name
- Card No: last four digits of the debit card
- Mail Date
- Debit Card Vendor
Debit Card Status
This report shows the status of participant debit cards.
Description:
View a list of the cards that have been issued for this employer.
Settings:
- File type: Choose pdf or excel.
- Card status: choose the status you would like to view. Choose All to see all statuses.
Fields:
- Identifier: unique number for participant
- Participant Name
- Cardholder Name
- Card No: the last four digits of the debit card
- Status
- Mail Date
- Status Date
- Notes
Debit Card Transactions
This report shows Debit Card transactions.
Description:
View a list of all of the debit card transactions by settlement date.
Settings:
- File type: Choose pdf or excel.
- Time: Choose dates to filter the results by transaction date.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-identified Detail).
Fields:
All Data is grouped by Settlement Date
- Identifier: unique number for participant
- Participant Name
- Card No: the last four digits of the debit card
- Plan Year
- Plan
- Transaction Date
- Status
- Amount
Enrollment
This report shows participant enrollment as of a selected date.
Description:
View participant enrollment in applicable plans as of a specified date.
Settings:
- File type: Choose pdf or excel.
- Time: Choose the as-of date.
- Plan Year: Choose the plan year.
- Group by: Choose do not group.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-Identified Detail).
Fields:
- Identifier: unique number for the participant
- Participant Name
- Enrollment Effective Date
- Status
- Last Update
- First Pay Date
- Plan Name
- Coverage Level
- Employer Contribution
- Election
- Payroll Deduction
- Total Deduction
- Reim Method: Reimbursement method
- Enroll Method
HSA Account Detail
This report shows a summary of each participant’s HSA.
Description:
View an overview of each consumer’s HSA along with individual payroll deduction and employer contributions.
Settings:
- Time: Choose the date range.
- Group by: Choose do not group.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-Identified Detail).
Fields:
- Division: The Employer division the participant is assigned to
- Identifier: Unique number for the participant
- Last Name
- First Name
- MI: Middle initial
- Employment Status
- Employment Status Effective Date
- Account Creation Date
- Account Status
- HDHP Coverage Level
- IDV: The status of EMPOWER’s Identity Verification check. A status of N shows that the participant’s HSA is on hold and that they need to submit documents.
- Agreements
- Current Period Payroll Deductions
- Current Period Employer Contributions
- Current Period Custom Employer Contributions
- Current Period Total Contributions
- YTD Payroll Deductions
- YTD Employer Contributions
- YTD Customer Employer Contributions
- YTD Total Contributions
- Prior Tax Year YTD Payroll Deductions
- Prior Tax Year YTD Employer Contributions
- Prior Tax Year YTD Custom Employer Contributions
- Prior Tax Year YTD Total Contributions
- Current Tax Year YTD Payroll Deductions
- Current Tax Year YTD Employer Contributions
- Current Tax Year YTD Custom Employer Contributions
- Current Tax Year YTD Total Contributions
Payment History
This report shows reimbursements and payments during a time period.
Description:
View all reimbursements/payments during a specified time period.
Settings:
- File Type; Choose PDF or Excel.
- Time: Choose the date range.
- Group by: Choose do not group.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-Identified Detail).
Fields:
Summary Tab
- Method: check, debit card, etc.
- Amount
- Number of Payments
Detail Tab
Checks:
- Identifier: Unique number for the participant
- Check No.
- Reim Date: Reimbursement date
- Check Date
- Plan
- Plan Year
- Amount
- Status
Debit Cards:
- Identifier: Unique number for the participant
- Plan
- Plan Year
- Effective Date
- Settlement Date
- Amount
- Status
Reimbursement Detail
This report shows reimbursed claims for a specified time period.
Description:
View all claims reimbursed during a specified time period.
Settings:
- File Type; Choose PDF or Excel.
- Time: Choose the date range.
- Group by: Choose do not group.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-Identified Detail).
Fields:
Summary Tab
- Plan
- Amount
- Number
Detail Tab
- Identifier: Unique number for the participant
- Last Name
- First Name
- Claim No.
- Reimb. Date: Reimbursement date
- Amount
- Method
- Payment No.
- Action Date
Repayments
This report shows participant repayments.
Description:
View summary and detail of participant repayments for a specific time period.
Settings:
- File Type; Choose PDF or Excel.
- Time: Choose the date range.
- Group by: Choose do not group.
- Type: Choose to view the report with social security numbers (Detail) or without social security numbers (De-Identified Detail).
Fields:
- Repayment Method
- Created Repayments
- Received Repayments
- Claims Applied
- Cancelled Repayments
