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.
If you have any questions, you can reach your Customer Success Manager Monday through Friday during normal business hours.