Statements (Monthly Plan Report)

Statements are generated for all Active Participants on the 1st of each month, emailed and saved in Planability. They can be viewed by anyone with access. Statements can also be generated for a selected date range.

Table of Contents:
View all Statements for All Participants
Send / Resend Statements
Statements - Postal
Statements - Multiple Plans
Generate Statements by Date Range

A monthly statement is generated for all Participants who are active in Planability on the 1st of each month. An email is sent to all who are flagged to Receive Plan report in their settings for that Participant Plan - and generated statements can be downloaded at any time from either a web browser or Planability App, by all users who have access.

If a new Plan starts mid month, two emails will be sent, one for each plan report.

View Statements for All Participants

  • Navigate to Reports > Statements to view all generated statements for all Participants.

  • If required, use the search options to refine your view. Search by Participant, Status and Month. The most listing will be showing the most recent month at the top by default.

View / Open Statement

  • To view a statement, click on the Statement ID or select 'View' from the options to the right.

Send / Resend Statement

  • To send a statement, select 'Send' from the options to the right.
  • Check the recipients. An email will be sent to everyone who is identified to recieve the Plan Report for this participant. You can also use this option to confirm who has been sent the statement. 

Send Statements - Postal

Statements for any Participants who have the opt-in setting 'Send Plan Report by Post' selected in their profile, can be found in Reports > Statements under the Postal tab.

Each month you will need to download and print statements to post out to these Participants.

  1. Select the most recent Statement Period using the Month From field and search.
  2. Select all (or select individual reports if preferred). 
  3. Download. This will download a zip file with all the selected reports as separate pdf's.

These pdf versions include a cover page with fold lines and the participant address so that you can easily fold for a DL window envelope.

Monthly Plan Reports (Statements) - multiple Plans

When a Plan ends and a new Plan starts during a single calendar month two reports will be generated and emailed via separate email: one for the ended plan; and one for the new Plan.

The transactions cannot be combined into one report as they relate to different Plans.

Generate Statements by Date Range

To generate a Statement for a specific date range:

  1. navigate to Participants in the main menu
  2. Click on the ellipses buttons to the right of the participant line
  3. Select Statement by Date Range

You can select an older plan if required:

Select the date range:

The Statement will generate and download as a .pdf to your device.

Statements generated by Date Range are not saved to Planability.

 

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