Difference between revisions of "BenSelect:Admin:Reports:QuickReport"
From Selerix
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| − | ;Template Name: Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it easily when later running the report. | + | ;Template Name: Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it easily when later running the report.test |
;Description: This allows for more search functionality. Provide a full description that will aid in searching and will inform users of what this report does | ;Description: This allows for more search functionality. Provide a full description that will aid in searching and will inform users of what this report does | ||
Revision as of 13:25, 30 December 2024
- Template Name
- Provide a name for the template. Name it something that you will remember and that is applicable to what you are reporting on so that you can search for it easily when later running the report.test
- Description
- This allows for more search functionality. Provide a full description that will aid in searching and will inform users of what this report does
- Report type
- The report type determines what fields are available for reporting. Available types are:
- Employees + Benefits + Covered Dependents: This report type is used for reporting coverage information on employees and includes only dependents that are covered on the plan(s).
- Employees + All Dependents + Benefits: This report type is used for reporting information on employees and all dependents regardless of coverage.
- Employees + Beneficiaries: This report type is used to report coverage information including beneficiaries.
- Payroll: A payroll report type is used to report changes in benefits that affect payroll deductions. It will only include plans that are handled by the specified payroll administrator.
- Enrollment Status: The Enrollment Status report type summarizes enrollment status for each employee and is typically used by enrollers to follow up on pending enrollments.
- Enrollment Statistics: The Enrollment Statistics report type creates a high level statistical summary of employee benefit enrollment. Enrollment data is totalled by coverage rather than reported by employee.
- Payer: The Payer report type reports on coverage information about employees and dependents for one particular insurance carrier (payer).
Add fields to your report by clicking the "+" button next to either individual fields or grouping of fields. Clicking the "+" next to a grouping will add all fields in that group.
"Run and Save" will save the report template and take you directly to the Run Report interface. "Save" will simply save the template. It can be later edited from the "Edit Template" on the Run Report page.
Advanced Mode is only available for users with the ability to also create templates through the Plug-ins interface and will provide full plug-in capability, such as the ability to add script, extra data tabs, and extra tables.
