Admins have access to a variety of reports, available at any time directly from your Sana dashboard.
To run a report:
- Sign in to your Sana account
- Expand the Quick Reports menu on your dashboard
Here you'll find the following three types of reports:
- Payroll Deductions: Each employee's monthly contribution, plan selection, and tier
- Enrollment Overview: All employee enrollments, coverage dates, plan choices, and tiers
- Invoice Detail: Monthly payment breakdown showing premium costs, applicable credits, and fees
Select the report you'd like to download.
Have questions or feedback? Our Admin Resource Center is available 24/7. You can also reach our Customer Success Support Team at email@example.com or (940) 340-4488 Monday through Friday during normal business hours. If you have a dedicated Customer Success Manager, feel free to reach out to them directly.