Are there reports available on Plan Split?

Are there reports available on Plan Split?

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Reports are located on the Provider Portal.  Currently, there are 3 reports available for the provider: My Plans, My Consumers, My Revenue.  
 
                                

  • My Plans: Get a quick overview of your current plans, here you can disable or enable plans, edit, duplicate or delete a plan (Once sold, plans cannot be edited or deleted). 
  • My Consumers: Here is where you can find all your current consumers and view their current plans, also view if they have purchased the plan for themselves, a family member, a friend, or a pet. 
  • My Revenue: High level overview of all purchases and payments for your PlanSplit account.