Benefits Administration Selected Reports
This section provides detailed information about individual reports, including important fields and source records. The reports are listed alphabetically by report ID.
Note: Be sure to load the correct label stock in your printer before initiating this report.
Note: You can use this report as an audit trail for fixing errors by having staff check off each error as they make a correction.
The Flexible Spending Account Closure report provides an audit trail of the account information for a plan year. You can use it to review annual pledge amounts, contributions, claims paid, forfeited amounts, and excess payment amounts for employees and to view program and plan totals for these categories.
This information enables you to see how various FSA benefit plans are used. Over time, you might learn which plans are most appreciated by employees and how you might structure FSAs to meet employees' needs.