Row and Column Based Ad Hoc Reports give you the ability to create your own custom reports that may not already be preconfigured in the system. There are two field sections that include many options that you can add to your custom reports:
Employee: These fields allow you to add all demographic, Employment, ACA, Compensation and PTO packages into the report.
Enrollment: These fields allow you to add any enrollment information into the report.
Reorder Selected Fields: By default, fields are displayed in the order they are selected. This option allows you to order the fields the way you would like to see them in your report. To reorder the fields, click the link to drag and drop the fields to the location you would like them to appear. Then, select View & Select to return to the field selections.
Include Dependents: pulls dependent information in to report along with the relationship.
Declined Enrollments: will not pull employees who have declined the benefit onto the report.
Ended Enrollments: will not pull employees who were previously enrolled in a benefit, but their coverage has ended on the report.
Not Enrolled: will not pull employees who are not enrolled in the selected benefit on to the report.
Type of enrollment:
Current: will pull Current Enrollments that have not been replaced with a new enrollment record.
Open: will pull Open Enrollment records only. Please note, there must be an active open enrollment for this report to pull data.
Default: will pull both Open and Current Enrollments. Please note: This is not available on all Ad-Hoc reports.
Limit enrollments based on dates: Limits the dates of the enrollments displayed on the report.
Covered Between (Row Based Only): The date range for when the individuals were enrolled in benefits.
NOTE: If the date range includes a timeframe when an employee was enrolled at one point, they will appear on this report. Example: Covered Between Dates are 1/1/2018-12/31/2018. An employee was enrolled from 3/1/2018-12/31/2018. Since these date fall within the Covered Between dates, we would expect this employee to appear on the report.
Put in the System Between: The date range for when the enrollments were made in Employee Navigator.
Column filters: allows you to filter any field with a "filter" icon and only display selected options. Please see list of fields that are able to be filtered below in the FAQ’s.
When you have added all the data that you would like to pull into your report, you can click the “View” button to view your report.
Once you are viewing your report, you will also have the option to download the report. Clicking Download will convert your report to a .csv spreadsheet.
If you would like to save the report you create so you can easy pull this same report again in the future, you can click on the save button to save the report. You can give the report a title and a description. All saved reports will appear on the main reports screen under “My Reports”. You will then be able to use the “Manage my Reports” link to share your report. For more on sharing reports, check out our article on Managing and Sharing Saved Reports
Q: What fields can be filtered?
A: Any field with the filter icon next to it can be filtered. These include:
- Employee Fields:
- Office, Class, Division, Department, Business Unit, Employment Status, State
- Enrollment Fields (Row Based Only):
- Plan, Carrier, Benefit, Coverage Level