BenSelect:Admin:Reports:ETI.AdminSite.Reports.clsTransmittalReport
Contents
Generating Reports
Understanding the Report Options
Before you can generate a report, you must select options that determine the report content, as well as the report presentation. These options are divided into four categories:
- Parameters
- Reporting Period
- Recipients
- Special Handling
Parameters Section
The Parameters section of the report options sets the criteria for what information is included on the report, and how it will display on the report. Each report Parameters section is different; for more information about the Parameters section for a report, see that report section in this guide.
The available “Template” of the report is linked to the Plug-in created for that report. For more information about creating report Plug-ins, see BenSelect:Admin:Plugin:Overview.
Reporting Period Section
Each report has the following tabs for selecting a date range: Once or Interval.
For most reports, selecting Once allows you to choose from a pre-determined list of timeframes, such as Current Month, Previous Month, Today, Previous 7 Days, and many more. These are available in the drop-down list.
The Start and End Date change to reflect the reporting period selected.
Selecting Once allows you to choose from an “As of:” date for these reports: Case Profile, Census Extract, Enrollment Status, and Production.
The “As of” date automatically pre-populates with the current date. You may enter a new date, if you wish.
Selecting Interval allows you to select a recurrence pattern, such as Daily, Weekly, Monthly, etc. Select the calendar option to enter a list of dates on which to run the report. Select the Range of Recurrence, which may include Report Date, Report Range (from the last report run), and End by date.
If you select Interval for the Reporting Period, the report cannot be displayed on screen, but must instead, be scheduled.
Recipients (Deliver To) Section
The Recipients section allows you to select the recipients of the report.
If you want to display the report on screen, select the “Me” option Otherwise, you may send the report to one or more recipients by selecting the “Recipients” option, and then choosing the name(s) of the recipient(s).
Special Handling Section
The Special Handling section allows you to determine the action when a report is “empty”, or contains no data. These options apply only when a recipient is selected.
The Description text box allows you to set up the subject line of an email that is sent if a report contains no data (e.g., is “empty”).
The following table lists the placeholders that you may use for the description.
- [STARTDATE]
- The Start Date of the reporting period.
- [ENDDATE]
- The End Date of the reporting period.
- [CASE]
- The name of the case for which the report is run.
- [FORMAT]
- The name of the report format (e.g., Standard or Duplex).
- [SCOPE]
- The scope of the report (e.g., A/C/D or Full).
- [URL]
- The location of the prepared report.
- [SENDER]
- Your name.
The Empty Report options are:
- Do not send if empty
- Notify sender if empty
- Notify recipient if empty
- Notify sender when delivered successfully
When you schedule a report for delivery to one or more recipients, the system will automatically send a notification via e-mail when the report is ready. The description you provide above (including any of the placeholders) will be the subject of that notification message.
Form Transmittal
The Form Transmittal report provides a link to forms signed during the enrollment process. This report is delivered to carriers for printing, saving, and viewing of forms.
Form Transmittal - How to run
- Select Form Transmittal from the Reports menu.
- Select the Parameters for the report.
- Set up the Reporting Period.
- Select the Delivery Method.
- After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).
If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.
Form Transmittal - Parameters
The following table lists the element name and provides a brief description.
- Payer
- Select a payer name if you wish to view only forms for that Payer, or select All Payers or No Payer.
- Template
- Select HTML, BenefitAgent XML Index, or BenefitAgent Form Transmittal, or other desired custom format (if available). See the Case Setup Guide for samples of the XML Index and the Form Transmittal.
- Location
- Select the location, All Locations or a specific location, on which to run the report.
- Employee
- Choose All Employees, or a specific employee from the list.
- Style
- Select either All Forms, or only Application forms.
- Scope
- Choose By Application Date or Changes Pending (e.g., those forms that need follow through from an Agent).
