Creating contribution reports

You can view monthly contribution amounts by benefit type to see the number of contributions made by employees, employers, and their amounts.

This is a cube report with data that must be refreshed on a periodic basis in Administrator > Utilities > Refresh Cubes.

If a record exists for the Employee Benefit cube, this can be either reloaded or refreshed. If no record exists for the Employee Benefit cube, this must be created.

  1. Select Benefits > Reports > Contribution Report.
  2. To see the detail of all employees whose contributions are included for a benefit type, select the Contribution Count result.