Insurance Billing > Reports >

Employer

 

         

 

 

Employer Report

The Employer Report displays the Employer, City/State, and Plan Identification. There is also one option to print notes.

 

This Help page contains the following sections:

Report Preferences

Report

 

Report Preferences

Preferences allows to set an option for your report.

 

Options

Print Notes: Select the Print Notes check box to have the notes from the Employer record display under the Name field on the report.

 

After selecting your Filters, click the  button to display a preview of your report.

Click the Clear Preferences link to reset all of your report preferences to their initial values.

Click the Cancel link to leave the report and return to the Pension Billing Dashboard.

 

Report

After the report preview displays, you can navigate the report pages, export the report, or print the report.

 

Click the  bar to change your filter settings, and then click the Run Report button to rerun the report with the new preferences.

 

Navigation Options

The navigation options allow you to navigate through your document.

Click the First Page  icon to navigate to the first page of the report preview.

Click the Previous Page  icon to navigate back one page on the report preview.

Click the Next Page  icon to navigate forward one page on the report preview.

Click the Last Page  icon to navigate to the last page of the report preview.

The Current Page field displays your current page number and also the total number of pages in that section or report. An example image is displayed below.

 

Export and Print Options

Select a format from the drop-down list and then click the Export link. The file automatically downloads in the format you selected. The following formats are available on the drop-down list.

Click the Print  icon to print the report.

Click the  button to leave the report and return to the Insurance Billing dashboard.

 

 

Compiled on 1/24/2018 8:42:27 AM