Platform Updates September 2026: New Reports UI, Multi-Invoice Reports, and Plan Balance Redesign

Reports Updates

We've rebuilt the reports section with a new interface and added two capabilities on top of it: multi-invoice reports and report generation history.

1. New Reports UI

The reports section has been redesigned. Selecting a period, choosing what to include, and generating a report now happen on one screen, with a clearer layout.

2. Multi-Invoice Report

Multiple invoices can now be downloaded as a single report.

• Select the invoices you need from the list, then click Generate.
• One file covers the whole selection - instead of running a separate report for each invoice.

3. Report Generation History

Every generated report is now stored, and the reports section keeps a full history.

• The history shows what was generated and when.
• Any earlier report can be re-downloaded without regenerating it.

This is useful when you need the exact file that was sent previously - not a fresh run against data that may have changed since.

Plan Balance Report Updates

The Plan Balance Report now shows how each member's balance moves through the period, instead of a single running total.

1. Starting and Ending Balance Columns

The Running Balance column has been replaced by two columns:

• Starting Balance - the balance carried into the period. This is the member's Ending Balance from the prior month for the same plan. For a member's first record, it starts at 0.
• Ending Balance - Starting Balance plus the period's Carrier Bill to Payroll Variance.

Because each period now starts where the last one ended, you can follow a member's balance month over month and see exactly where a difference was introduced.

Note: By default, a member's first row in the report starts at 0. Enable Include Prior Period when generating the report to carry in the member's balance from before the selected period instead.

2. Carryover Rows

Members with an unresolved balance from a prior period now appear in the report even when they have no activity in the current period.

• Previously, those balances dropped out of view once activity stopped.
• They now carry forward alongside the current period's rows until they're resolved.

Note: this replaces the Running Balance column. If you have saved exports, templates, or downstream spreadsheets that reference Running Balance, point them at Ending Balance.

Additional Changes

• In the Monthly Report, the Resolved column has been renamed Status.
• When a Carrier Bill includes a COBRA Adjustment, the detail view now shows the adjustment and the date it applies to.

‍