Reports for providers

Created by PlanSplit Support, Modified on Thu, 11 May 2023 at 11:46 AM by PlanSplit Support

The reports can be located on the Provider Portal. There are three current 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. * You are not able to delete a plan if it has already been sold to a consumer. 
  • 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.

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