Introduction

In this article, we are going to take a look at a few of the common Standard Reports you may need to use, and the information each will show you after running the report. Be sure to check out the Reporting Fields article for a more in-depth look at the fields available on the Standard Reports page and how to use them.

Add/Change/Term

If you need to pull and review actions taken in THEbenefitsHUB in your employees’ records, whether by you and your fellow admins, your broker, system users, or even the employee themselves, this is the report for you. This report lists out all additions, changes, and terminations made to employee records. The link has been marked in red in the image below for the purposes of this article.

After setting up the reporting fields the way you need them for your purposes, click the Select button to send your report to the queue. (link will open an image of the Add/Change/Term page in a new tab. This image includes the field selections used to produce the report pictured below. Click on the image to zoom in, in order to see the fields clearly.)

Remember that Standard Reports can take some time to run, depending on how many reports are in the queue ahead of you. Feel free to work anywhere else in THEbenefitsHUB (or elsewhere!) while your report runs. You can always check your report status using the My Report History link under the Company Reporting icon.

Depending on the columns you choose to include in your report, and whether you choose to include the Report Header, your report will look much like the image shown below (image shows the HTML version of the report). You can click the hotspot icons () to learn more about the three Add/Change/Term reporting fields on this form, as well as see some examples.

Employee Census Report

If you need to pull demographics information on your company’s employees, you can do so with the Employee Census report. The link has been marked in red in the image below for the purposes of this article.

After setting up the reporting fields the way you need them for your purposes, click the Select button to send your report to the queue. (link will open an image of the Employee Census page in a new tab. This image includes the field selections used to produce the report pictured below. Click on the image to zoom in, in order to see the fields clearly.)

Depending on the columns you choose to include in your report, and whether you choose to include the Report Header, your report will look much like the image shown below (image shows the HTML version of the report).

Dependent Census Report

Similarly, if you need demographics information on all dependents, you can use the Dependent Census report. The link has been marked in red in the image below for the purposes of this article.

After setting up the reporting fields the way you need them for your purposes, click the Select button to send your report to the queue. (link will open an image of the Dependent Census page in a new tab. This image includes the field selections used to produce the report pictured below. Click on the image to zoom in, in order to see the fields clearly.)

Depending on the columns you choose to include in your report, and whether you choose to include the Report Header, your report will look much like the image shown below (image shows the HTML version of the report).

Plan Enrollment

The Plan Enrollment report allows you to pull details on your employees’ plan elections for both themselves and their dependents, together or separately. This is an essential report for auditing enrollments following Open Enrollment! The link has been marked in red in the image below for the purposes of this article.

After setting up the reporting fields the way you need them for your purposes, click the Select button to send your report to the queue. (link will open an image of the Plan Enrollment page in a new tab. This image includes the field selections used to produce the report pictured below. Click on the image to zoom in, in order to see the fields clearly.)

Depending on the columns you choose to include in your report, and whether you choose to include the Report Header, your report will look much like the image shown below (image shows the HTML version of the report). This image includes the most commonly selected Enrollment Columns, but there are many more that could be included, depending on what information you need in your report.