Reports

Choice Strategies reports offer detailed information to assist with plan administration.

Most Popular Reports:

  • Enrollee Account Balance (EAB) - Details all employee elections, disbursements, account balances, and balances due.
  • Transactions Report – Sorts all manual and card transactions by the date the transaction occurred or the claim was paid.
  • Employer Funding Report – Sorts all transactions by the date the transaction was settled. Great for reconciling your bank accounts.

How do I Run/Access Reports?

Reporting Webinars

Our live, reoccurring and custom webinars focus on everything from account management basics to reporting specifics. To schedule a webinar, please email training@choice-strategies.com with your name, company name, and the preferred date and time.