PlanSource Reporting
Bridging the Gap From Data To Insight


Standard Reports
We know benefits. And that’s why PlanSource offers pre-made reports that give you the data you expect with a click of the button.

Custom Reports
Sometimes you need a dataset that is unique - PlanSource let's you select individual fields and create the exact report you need.

Scheduled Reports
For those reports that keep tabs on the health of your business, PlanSource can conveniently send them directly to your inbox.

Beautiful Dashboards
Who doesn’t love a good looking report? Everyone - that’s who! And that’s why PlanSource has dashboards as a standard feature.

Personalized Reporting Dashboard Just For You

PlanSource offers a full suite of configurable reports – from employee and dependent census reports to enrollment roster and change reports – that help HR professionals oversee their benefits programs.

Configurable Reports With Data The Way You Need It

With PlanSource, administrative users can create, customize, preview, save and schedule reports and graphs. This means that administrative users can get the data they need when they need it and how they need it.

See PlanSource in Action

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.

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