The Employee Report allows you to generate a Full List, Names only, or Summary report. Several filters and options are available to customize the report.
Filters
Complete the following filters as needed.
- Name: Enter the name of an employee. You can use an asterisk (*) as a wildcard to represent one or more characters.
- Address: Enter a partial or whole address. (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 dropdown list, or type the first letter of the state. You can continue pressing the first letter to scroll through states that start with that letter.
- Postal Code: Enter a postal code or ZIP code. A partial postal code can be entered. For example, enter "380" to find all postal codes that begin with "380".
- Employer: Select all, multiple, or one employer from the dropdown 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 dropdown list.
- Status:
- All
- Active Only
- Inactive Only
- Terminated
Options
Complete the following options as needed.
- Change Appearance?: Check the box to change the font type and size. A dropdown is also available to control the white space between columns by a percentage.
- Banded Rows?
- Report Format:
- Full List: Generates a report with almost everything from an employee record.
- Names only: Displays just the name and ID number for each employee.
- Summary: Includes the employee name, Social Security number, Certificate, Plan, Birthdate, Effective Date, and Relation.
- Include Dependents?
- Print Notes?
- Export Option:
- None
- CSV
- Excel
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Updated