Standard Reports – Reporting Fields

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Introduction

In this article, we are going to take a look at a few of the common Standard Reports you may need to use, as well as the reporting fields contained within them. Setting up your report fields to accurately display the information you are looking for is how you can get informative and useful information in your reports. As such, it is important to first understand exactly what each field is asking for. Note that the information found in the tables below can also be found by hovering over the report field(s) in question inside the report setup page.

Add/Change/Term Report

This report is used to view detailed information about any changes that were made to employee records within a selected date span. Below are the various report fields in it as well as their purpose.

Report Field	Notes
Report Date Span	Select the date span for the report. The changes that were entered within the selected date span will be reported.
Select Divisions	Choose which Divisions you want to run the report for.
Select Employee Categories	Choose which Categories you want to run the report for.
Select Employees	Choose which employees you want to run the report for. For example, you may want to run the report for all employees in the company, or for just one particular employee.
Select Benefit Plan Types	If you are including enrollment changes on the report, choose the Benefit Plan Types for which to pull the changes.
Select Plans	If you are including enrollment changes on the report, choose the Benefit Plan Designs for which to pull the changes.
Select Providers	If you are including enrollment changes on the report, choose the Benefit Providers for which to pull the changes.
Detail By	You can choose whether to include all types of changes or only particular ones. Note that some changes (such as payroll-related changes) do not have a separate detail category listed and can only be seen when “All” is selected.
Employee Login Status	Choose which current (as of the day the report is run) Employee Login Statuses to include on the report: Incomplete, Complete, or All. Note that the determination is made by the current Employee Login Status as of the day the report is run, NOT by the login status during the report date span.
Select Grouping	Grouping is the way of organizing the report data on the page. You can select grouping choices by moving them from Available Groups to Selected Groups. The order in which you organize the Selected Groups dictates how the report data will be displayed. For example, if you selected Company Name – Division Name – Employee, the page will be organized like this: ABC Company – Accounting Division —- Appleby, Judy – report data for this employee
Select Columns	You can select the order in which member name (Lastname, Firstname, Middle Initial, and Title) will be displayed. You can also choose to exclude some aspects of the name, for example Title, from showing.
Employee Columns	You can choose any of the Employee Census columns to be included with employee records on the report.
PDF Page Type	You can select the PDF page orientation for the report.
Archival Type	Select the format in which the report will be archived. While the report is produced in several formats (html, pdf, csv), only one format is retained for archival purposes.
Display Report Cover	You can choose whether to display the Report Cover section. The Report Cover includes the name of the report, the company it’s run for, and the summary of the selection criteria.
Display Subtotals	Select whether/how to include subtotals on the report. The options are: “No” (subtotals not displayed at all), “Yes” (all subtotals are displayed), and “Yes, but only if there is more than one item” (subtotals will not be displayed for 1-line entries).
Report Debugging	Please leave this setting at No. This field is used by the developers team when they need to troubleshoot an error during the report run.

Employee Census Report

This report is used to provide you with information pertaining to employee demographics. Below are the various report fields in it as well as their purpose.

Report Field	Notes
Report Date Span	Select the date span for the report. The report will show the list of employees as of the date of the report run. The date span criteria works in conjunction with the other selection criteria you enter (for example, to pull employee transactions or employment statuses).
Select Divisions	Choose which Divisions you want to run the report for.
Select Employee Categories	Choose which Categories you want to run the report for.
Select Employees	Choose which employees you want to run the report for. For example, you may want to run the report for all employees in the company, or for just one particular employee.
Show Report For	Choose which Employment Statuses you want to run the report for. Please note: if an employee was in the selected status for ANY DURATION OF THE REPORT DATE SPAN, that employee record will be pulled into the report. For example, if the employee was terminated in the middle of the month (current Employment Status is Terminated), and you are running the report for the whole month and ask for Active employees only, this terminated employee record will show on the report, because s/he was in Active status for a part of that month. You can include Employment Status as one of the employee census columns into the report (see Employee Columns section below) to display the CURRENT Employment Status of the employees. In the above example, the terminated employee will be shown on the report with Employment Status column saying “Terminated”.
Employee Login Status	Choose which current (as of the day the report is run) Employee Login Statuses to include on the report: Incomplete, Complete, or All. Note that the determination is made by the current Employee Login Status as of the day the report is run, NOT by the login status during the report date span.
New Hires Only	Choose whether the report should include all employees or only those who are considered new hires for any portion of the selected report date span.
Select Grouping	We apologize, but the Grouping function is currently not operational for the Employee Census report.
Select Columns	You can select the order in which member name (Lastname, Firstname, Middle Initial, and Title) will be displayed. You can also choose to exclude some aspects of the name, for example Title, from showing.
Employee Columns	You can choose which employee data fields to include on the report.
Include Transactions	If you set this criteria to “Yes”, the report will ONLY show those employees who have transactions within the specified date span. Transactions are the changes/updates to employee data fields.
Transaction Columns	If you selected to include transactions on the report, choose the fields for which you want to see the transactions.
PDF Page Type	You can select the PDF page orientation for the report.
Archival Type	Select the format in which the report will be archived. While the report is produced in several formats (html, pdf, csv), only one format is retained for archival purposes.
Display Report Cover	You can choose whether to display the Report Cover section. The Report Cover includes the name of the report, the company it’s run for, and the summary of the selection criteria.
Display Subtotals	Select whether/how to include subtotals on the report. The options are: “No” (subtotals not displayed at all), “Yes” (all subtotals are displayed), and “Yes, but only if there is more than one item” (subtotals will not be displayed for 1-line entries).
Report Debugging	Please leave this setting at No. This field is used by the developers team when they need to troubleshoot an error during the report run.

Plan Enrollment Report

This report can be used to view elections and/or waivers for employees and dependents that are in effect during the selected date span. Below are the various report fields in it as well as their purpose.

Report Field	Notes
Report Date Span	Select the date span for the report. The election records that are in effect during the selected date span will be reported.
Select Consortiums	Choose which Consortiums you want to run the report for.
Select Divisions	Choose which Divisions you want to run the report for.
Select Employee Categories	Choose which Categories you want to run the report for.
Select Employees	Choose which employees you want to run the report for. For example, you may want to run the report for all employees in the company, or for just one particular employee.
Select Benefit Plan Types	Choose which Benefit Types you want to include in the report. For example, you may want to run the report for Medical benefit only, or for Basic Life and Voluntary Life.
Select Plans	Choose which Benefit Plan Designs you want to include in the report. For example, you may want to run the report for only one of the Medical benefit plan designs.
New Hires Only	Choose whether the report should include all employees or only those who are considered new hires for any portion of the selected report date span.
Enrollment Type	Choose which enrollment types you want to include in the report. “Covered” option will show all election records that are in effect for any portion of the selected date span. “New Enrollee” option will show only the elections that start during the selected date span. “Terminated” option will show only the elections that terminate during the selected date span.
Show Report For	Choose which Employment Statuses you want to run the report for. Please note: if an employee was in the selected status for ANY DURATION OF THE REPORT DATE SPAN, that employee record will be pulled into the report. For example, if the employee was terminated in the middle of the month (current Employment Status is Terminated), and you are running the report for the whole month and ask for Active employees only, this terminated employee record will show on the report, because s/he was in Active status for a part of that month. You can include Employment Status as one of the employee census columns into the report (see Employee Columns section below) to display the CURRENT Employment Status of the employees. In the above example, the terminated employee will be shown on the report with Employment Status column saying “Terminated”.
Employee Login Status	Choose which current (as of the day the report is run) Employee Login Statuses to include on the report: Incomplete, Complete, or All. Please note: the determination is made by the current Employee Login Status as of the day the report is run, NOT by the login status during the report date span.
Select Grouping	Grouping is the way of organizing the report data on the page. You can select grouping choices by moving them from Available Groups to Selected Groups. The order in which you organize the Selected Groups dictates how the report data will be displayed. For example, if you selected Company Name – Division Name – Employee, the page will be organized like this: ABC Company – Accounting Division —- Appleby, Judy – report data for this employee
Select Columns	You can select the order in which member name (Lastname, Firstname, Middle Initial, and Title) will be displayed. You can also choose to exclude some aspects of the name, for example Title, from showing.
Select Plan Details	Choose whether to include Enrollments Only, Waivers Only, or Enrollments and Waivers on the report.
Select Health Tier Label	You can choose the way the enrollment tier for the health-type plans will be displayed: as a label (for example, Family) or as an abbreviation (for example, F).
Member Types	Choose whether the report will display enrollments for Employees only, Spouses only, Children only, or All Member Types. Note that if your selection here does not include spouses and/or children (i.e. if you choose Employees only), the report will NOT pull any Dependent Life-type enrollments.
Enrollment Columns	Choose which enrollment-related columns will be pulled into the report.
Employee Columns	You can choose any of the Employee Census columns to be included with employee records on the report.
PDF Page Type	You can select the PDF page orientation for the report.
Archival Type	Select the format in which the report will be archived. While the report is produced in several formats (html, pdf, csv), only one format is retained for archival purposes.
Display Report Cover	You can choose whether to display the Report Cover section. The Report Cover includes the name of the report, the company it’s run for, and the summary of the selection criteria.
Display Subtotals	Select whether/how to include subtotals on the report. The options are: “No” (subtotals not displayed at all), “Yes” (all subtotals are displayed), and “Yes, but only if there is more than one item” (subtotals will not be displayed for 1-line entries).
Report Debugging	Please leave this setting at No. This field is used by the developers team when they need to troubleshoot an error during the report run.
Plan Enrollment (3.2.5)	This is the old software version (v.3.2.5) of the Plan Enrollment report. Please refer to the current version of the report for the selection criteria help.

PublishedAugust 23, 2021

UpdatedSeptember 10, 2021

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