Insurance Billing > Reports >






Employee Report

The Employee Report allows you to generate a Full List, Name only, or Summary summary report. There are also some filters and options that can be used to customize the report.


This Help page contains the following sections:

Report Preferences




Report Preferences

Preferences allows you to filter and set options for your report.



Filters allow you to reduce the number of entries that appear on the report. Select from the following fields to filter your report.

Name: Enter the name of an employee. You can use an asterisk (*) as a wild card to represent one or more characters.

Address: Enter a partial or whole address. (This queries "Address Line 1" from the Employer's address record).

City: Enter a partial or whole name of a city.

State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)

Postal Code: Enter a Postal Code/Zip Code. A partial Postal Code can be entered. (For Example, enter "380" to find all the postal codes that begin with "380".)

Employer: Select all, multiple, or one Employer from the drop-down list.


Hire Date

Terminated Date

Enrolled Date

Insured Date

Insurance Rates: Select all employees, those with standard rates, or those with non-standard rates from the drop-down list.



The Options tab allows you to select the Report Format and other options for the report.


Report Format

Full List: The Full List is a good way to generate a report with almost everything from an employee record on a report.

Names only: This report displays just the name and ID number for each employee.

Summary: This report includes the Employee name, Social Security number, Certificate, Plan, Birthdate, Effective Date, and Relation.


The following options apply to all of three report formats - Full List, Names only, and Summary.

Include Dependents?: Select this box to include dependents on the report.

Print Notes?: Select this box to include the Notes from the Employee record.



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.



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