How Can I Pull Utilization Reports?

Utilization Reports are a great way for you to get detailed information on how your employer groups are using your services.

To access the utilization report for a specific employer group, go to Billing > Companies > Click on the name of the company you want to pull a report for. Then go to Utilization Report and click “View more.”

Click the gear icon in the top right and select “Filter Report” to filter the report by date.

To export the report, click the gear icon in the top right and click “export to CSV.”

To email reports, click the gear icon in the top right and click “Email Report,” type in the recipient’s email address and click “Send.”