Available Report Profiles

This field displays at the top of every reporting page. The default profile always displays first in the available profiles list. The default profile is system-generated. You cannot delete it, but you can change its settings. The list in this field may also contain other profiles that are defined for your user ID and the report.

Back (button)

Click to return to the Reports Available page.

Available Benefit Plans

Review the benefit plans in the Available Benefit Plans area, and then use the buttons to move the appropriate items to the Selected Benefit Plans area.

Selected Benefit Plans

Select the benefit plans for which you want to generate report data. Use the buttons on this page to move items to the Selected Benefit Plans area.

Select and Remove (buttons)

Use the buttons between the Available Benefit Plans area and the Selected Benefit Plans area to move selections from one list to another.

Generate (button)

After you have specified the report parameters (or selected an available profile) and the format for the report, click this button to generate the report. The report request is placed in a queue to await completion.

After generating the report, you can check the status by going to the Request List area on the home page. From the Request List area, open the Report Status folder. The Report Status folder opens and displays the report requests along with the date, time, title, type, and status for each report. Locate the reports you want to view, and review the status displayed in the Status column. When the report is ready, click the icon in the Type column to open the report. For more information about viewing requests, see Request List Options.

Save (button)

After selecting an existing profile and making the desired changes, click this button to save your changes to the profile.

Save As (button)

After using the fields on the various tabs to select the items you want to see on the report, click this button to set up a profile. This allows you to display or print the same kind of data more conveniently the next time you run the same report. After clicking Save As, follow the prompt to name the new profile.

Once saved, the profile displays in the Available Report Profiles field. If you are creating a new profile from an existing one, the original profile remains intact.

Delete (button)

Click to delete the selected report profile.

You cannot delete the default profile.

Cancel (button)

Click to cancel changes to the report profile.