We understand how it is. You have the best of intentions each week. You vow to log into the management portal, look at your HRA analytics, see how things are performing. Obviously, you can’t make strategic changes to improve completion rates or ROI without a baseline. The trouble is, Monday morning rolls around and suddenly you have a full Inbox. A hundred urgent action items push the reporting piece by the wayside.
We get it. It is clear you need a simpler process. And we have one. You can schedule HRA analytics reports to send reports via email (daily, weekly, monthly or even quarterly).
Automate HRA Analytics in 2 Minutes
In the management portal, go to: Reports -> Schedule Reports -> Add Scheduled Reports
From there, you can create reports to analyze each HRA independently or view them all comprehensively and include the content you need to do your job. Best part? It will be there in your Inbox when you are ready to review it. No need to set that reminder on your Outlook calendar anymore!
Check out our Support pages for even more tips!
Michael Venske
Latest posts by Michael Venske (see all)
- Tips & Support:HRA Best Practices: 7 Deadly (But Easily Corrected) HRA Sins - June 18, 2019
- Tips & Support:Scheduled Reports: HRA Analytics via Email - May 12, 2019
- Tips & Support:Custom Questions Add Value to Your HRAs - May 1, 2019