Difference between revisions of "BenSelect:Admin:Search:Report:Overview"
From Selerix
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To '''search''', type the search phrase in the Search box and click Search. You can search by any part of the name or description (as given in the template). Search tips are available on the Run Report page. | To '''search''', type the search phrase in the Search box and click Search. You can search by any part of the name or description (as given in the template). Search tips are available on the Run Report page. | ||
| − | To '''browse''', click any of the options in the | + | To '''browse''', click any of the options in the left-hand menu: Favorite Reports, Standard Reports, All Reports, or More. Additional categories may be listed, such as Carrier, Payroll, COBRA, HR, etc. |
;Favorite reports: Reports are added to your list of Favorites by checking the box for "Add to favorites" when you run the report | ;Favorite reports: Reports are added to your list of Favorites by checking the box for "Add to favorites" when you run the report | ||
Revision as of 15:22, 8 January 2015
You can find the report you wish to run either by searching or browsing. Once you've found the report, click the "Run" link to run the report.
To search, type the search phrase in the Search box and click Search. You can search by any part of the name or description (as given in the template). Search tips are available on the Run Report page.
To browse, click any of the options in the left-hand menu: Favorite Reports, Standard Reports, All Reports, or More. Additional categories may be listed, such as Carrier, Payroll, COBRA, HR, etc.
- Favorite reports
- Reports are added to your list of Favorites by checking the box for "Add to favorites" when you run the report
- Standard reports
- Standard reports have been developed and distributed as standards. These are generic reports that will meet many reporting needs
- All reports
- Lists all templates you have access to run
- By type
- Gives categories for viewing templates by type of report
