Insurance Billing > Reports >

Employee

 

         

 

 

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.

 

 

Report Preferences

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

 

Filters

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.

Birthdate

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.

 

Options

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.

 

Click the Run Report button to generate a preview of the report.

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

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.

 

Compiled on 5/22/2018 4:57:53 PM