Mar 05, 2024
The Benefit Usage Report provides a list of those members who have used benefits (and which benefits) over a selected date range. You can filter it to a specific benefit item or category. This can be useful in analyzing which benefits your members use most.
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Go to Setup.
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Click Benefit Tracking in the Memberships section.
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Click the Assignments tab.
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Click Benefit Usage Report.
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Select the desired filters, especially picking the desired Date Range, which narrows the usage history to happening only within the date range you specify.
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Click Run Report.
See the following for Common Report Functions: