Difference between revisions of "BenSelect:Admin:Reports:QuickReport"

From Selerix
Jump to: navigation, search
(Created page with ";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 e...")
 
 
(18 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
Smart Reports provide a way for you to quickly set up and run a report. HR administrators may find this especially helpful when needing to run a report on an ad hoc basis.
 +
 
;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.
 +
;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.
 +
;Mark as Favorite :Select this option for the report to display as one of your favorites.
 +
 +
'''To create a smart report:'''
 +
#Click the Create Report button to start a Smart Report. The General Information dialog displays naming options.
 +
#In the Template name field, type a name for the report that you want to create.
 +
#In the Description field, type a description for the report that will help you and others search and find it later.
 +
#Click '''Next'''. The General Information dialog box closes and displays the Add Data window.
 +
#Now you can add data and format your report.
 +
#You can use the Search text box to locate the fields that you want or expand the categories to display the data fields.
 +
#You can drag and drop data fields from the Add Data window, or you can select each of the fields and click Add to add data both individually and by multiples.
 +
#When you have added all data, click the Close button. The Smart Report screen displays formatting options.
 +
 +
'''Note:''' Smart Reports initially displays date fields as date/time, so you may want to change the formatting for these data fields.
 +
#Select the column with the date field, and then click the Format Data Type drop-down list. Select Short Date.
 +
#Click '''Save'''. The report is saved, and you can do additional formatting of columns and rows, as desired.
 +
 +
'''Note:''' After you create a report, that report is available as a Plug-in. This means that you can now edit the report, by going to the Plug-in configuration screen and searching for the report, or by searching for the report using the Run report screen to search for the report, and then clicking Edit Template.
  
−
;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
+
'''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.
  
−
;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)
+
===Add Data Window===
−
*Employees + All Dependents + Benefits: This report type is used for reporting information on employees and all dependents regardless of coverage
+
The Add Data window provides several options for adding data to the report. scroll through using the Basic or Advanced mode, and add fields, in any order, to your report.
−
*Employees + Beneficiaries:  This report type is used to report coverage information including beneficaries
+
;Search box :Use the Search box to find data fields, without navigating through the categories.
−
*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.  
+
;Basic Mode :Displays data organized into easy-to-use categories. Expand the category and click to select fields, or drag and drop as you go.
−
*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.  
+
;Advanced Mode :Displays data categorized in the BenSelect Object model. Most useful for advanced case builders/scripters.
−
*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.  
+
;Add :Click the Add button to add selected data fields to the report. The Add Data window will close.
−
*Payer: The Payer report type reports on coverage information about employees and dependents for one particular insurance carrier (payer).
+
;Close :After adding data fields, click the Close button to save the data fields and display the report configuration area.
  
−
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.
+
----
 +
===Report Definition Area - Data Tools===
 +
;Data :Click to open the Add Data window.
 +
;Header :Click to add a header to the top of the report. The Add Header window opens, allowing you to add data fields to the two new rows added to the report.
 +
;Footer :Click to add a footer to the bottom of the report. The Add Footer window opens, allowing you to add data fields to the two new rows added to the report.  
 +
;Delete :Click to delete the selected column.
 +
;Scripts : Click to open the JScript editing window.  
  
−
"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.
+
----
 +
===Report Definition Area - Text Formatting===
 +
;Format Data Types :Click any cell in the column and then click the drop down to select the data type for the entire column. Available data types include: Text, Number, Currency, Short Date, and Date & Time.
 +
;Bold, Italic, Underline :Click to apply this text attribute to the selected column.
 +
;Font Color :Click to change the color for all text in the selected column.
 +
;Align :Click to left-, center-, or right-align the selected column.  
  
−
''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.''
+
----
 +
===Report Definition Area - Sheet Formatting===
 +
;Border Style :Use this dialog box to change the styles of colors, lines, and use Preset styles and borders.
 +
;Row Styling :Use this dialog box to change the color of rows (by even and odd).

Latest revision as of 14:28, 30 December 2024

Smart Reports provide a way for you to quickly set up and run a report. HR administrators may find this especially helpful when needing to run a report on an ad hoc basis.

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.
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.
Mark as Favorite 
Select this option for the report to display as one of your favorites.

To create a smart report:

  1. Click the Create Report button to start a Smart Report. The General Information dialog displays naming options.
  2. In the Template name field, type a name for the report that you want to create.
  3. In the Description field, type a description for the report that will help you and others search and find it later.
  4. Click Next. The General Information dialog box closes and displays the Add Data window.
  5. Now you can add data and format your report.
  6. You can use the Search text box to locate the fields that you want or expand the categories to display the data fields.
  7. You can drag and drop data fields from the Add Data window, or you can select each of the fields and click Add to add data both individually and by multiples.
  8. When you have added all data, click the Close button. The Smart Report screen displays formatting options.

Note: Smart Reports initially displays date fields as date/time, so you may want to change the formatting for these data fields.

  1. Select the column with the date field, and then click the Format Data Type drop-down list. Select Short Date.
  2. Click Save. The report is saved, and you can do additional formatting of columns and rows, as desired.

Note: After you create a report, that report is available as a Plug-in. This means that you can now edit the report, by going to the Plug-in configuration screen and searching for the report, or by searching for the report using the Run report screen to search for the report, and then clicking Edit Template.

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.

Add Data Window

The Add Data window provides several options for adding data to the report. scroll through using the Basic or Advanced mode, and add fields, in any order, to your report.

Search box 
Use the Search box to find data fields, without navigating through the categories.
Basic Mode 
Displays data organized into easy-to-use categories. Expand the category and click to select fields, or drag and drop as you go.
Advanced Mode 
Displays data categorized in the BenSelect Object model. Most useful for advanced case builders/scripters.
Add 
Click the Add button to add selected data fields to the report. The Add Data window will close.
Close 
After adding data fields, click the Close button to save the data fields and display the report configuration area.

Report Definition Area - Data Tools

Data 
Click to open the Add Data window.
Header 
Click to add a header to the top of the report. The Add Header window opens, allowing you to add data fields to the two new rows added to the report.
Footer 
Click to add a footer to the bottom of the report. The Add Footer window opens, allowing you to add data fields to the two new rows added to the report.
Delete 
Click to delete the selected column.
Scripts 
Click to open the JScript editing window.

Report Definition Area - Text Formatting

Format Data Types 
Click any cell in the column and then click the drop down to select the data type for the entire column. Available data types include: Text, Number, Currency, Short Date, and Date & Time.
Bold, Italic, Underline 
Click to apply this text attribute to the selected column.
Font Color 
Click to change the color for all text in the selected column.
Align 
Click to left-, center-, or right-align the selected column.

Report Definition Area - Sheet Formatting

Border Style 
Use this dialog box to change the styles of colors, lines, and use Preset styles and borders.
Row Styling 
Use this dialog box to change the color of rows (by even and odd).
Retrieved from "https://wiki.selerix.com/index.php?title=BenSelect:Admin:Reports:QuickReport&oldid=1146"