BenSelect:Admin:Reports:ETI.AdminSite.Reports.EnrollmentReport

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.

Eligibility (Payer) Report

The Eligibility (Payer) report is typically used by an insurance carrier (payer) to update coverage information in its system about individual employees and their dependents. The A/C/D version of the report is sent regularly to notify the payer of new employees (additions), changes in benefit elections, and terminations (deletions).

Eligibility Report (Payer) - How to run

1. Select Payer from the Reports menu.
2. Select the Parameters for the report.
3. Set up the Reporting Period.
4. Select the Delivery Method.
5. 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.

Eligibility Report (Payer) - Parameters

The following table lists the element name and provides a brief description.

Payer 

Select which Payer you want for this report.

PRODUCT 

All available products for the selected Payer display; select either All Products, or a specific product.

Template 

Select the template that you want for this report. The available templates depend upon case setup. These may include PDF, Excel, XML Extract, CSV Extract, or any other format that you may have created.

Location 

Select the location, All Locations or a specific location, on which to run the report. Choose a specific location if you only wish to include employees from that location.

Employee 

Choose All Employees, or a specific employee from the list.

Scope 

Choose A/C/D Report to create a report for those employees who have enrolled or had changes in benefits during the specified period. Choose Full Report to create a report for all employees who were enrolled during the specified timeframe. You may also choose Changes Pending to create a report for those employees who have only had information changes during the specified period.