Generate Standard Reports

Run Available Standard Reports

Run standard reports from the Available Reports page. Based on your role assignment (for example, Benefits Administrator) relevant categories and reports appear in the report selection.

Navigation:Menu > Administration > Reporting > Standard Reports > Available

From the Available Reports tab, select a role if applicable.
Select the criteria to find a report.
Select Search.
Select a report.
Depending on the available features of the selected report, select reporting criteria on the Report Criteria page and then select Next.
If applicable, select grouping/sorting options on the Grouping/Sorting page and select Next.
From the Report Output page, name the report and confirm the expiration date and output file type (PDF or Excel), and then select Next.
From the Summary page, review all selections and select Finish to run the report.
Select the Completed tab to view the report.

Standard Reports Management

Manage standard reports from the Completed Reports page.

View a list of reports that you created or have been transferred to you from other users
View notes about a selected report
Review the details in a selected report from the PDF or Microsoft Excel view
Delete a selected standard report

Note

If you do not have an application to view PDF or Excel files, complete one of the following:

Select the Excel icon to download a free copy of the Microsoft Excel Viewer.
Select the Get Adobe Reader icon to download a free copy of Adobe Reader.

Report Deletion

Delete a generated report when it is no longer needed.

Note System-generated reports will automatically delete after 30 days and manually-generated reports are automatically deleted after 90 days.

You can easily delete your report by checking the box in the Delete column next to the report name. Then, at the top of the page, select Delete.

Note

If the Delete column and the Delete icon do not appear, contact your administrator to request access to the Delete function.

View a Saved Report Template

View and manage your saved report templates from the Saved Templates page.

Navigation:Menu > Administration > Standard Reports > Saved Templates

From the Saved Templates page, select a role, if applicable.
Select Search to view all templates.

Available templates appear. Use the search function to search by template name, report category, last saved range, or original report name.
Select a template name.
The first page of the Reporting work event appears.
If you change the report settings, you can easily save the changes as a new template or overwrite the existing template.
Note An error message displays if you attempt to save the template with the same name. To save the changes to the original template, simply select the Overwrite Existing Template radio button.
Templates do not expire. You can delete a saved template by selecting the delete check box, selecting delete, and confirming the template deletion.
From the Report Criteria page, select the Cancel icon, and then select OK to confirm.

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