Menu
Appendix Common Reports

Common Reports

SectionReportDescription
Activity ReportsDetailed Login ReportPulls all login activity for a period of time. Shows each employee that has logged in, when, and via web or mobile.
Activity ReportsLogin Summary ReportShows summary counts of logins that have occurred over a period of time.
Admin ReportsDemographic Data (EE Only No Codes)Allows access to all demographic data for employees (Examples: Name, Address, Salary, Employment Status, etc.)
Admin ReportsDemographic Data (EE & Dep No Codes)Same as above, but also pulls dependent information.
Admin ReportsEmployees Locked OutPulls all employees that have been locked out of their accounts due to entering their password incorrectly.
Benefit ReportsBenefit Elections (EE Only No Codes)Pulls employee elections as of a specified date. Pulls one row per benefit plan type (e.g., an Employee enrolled in Medical, Dental, and Vision will have three rows).
Benefit ReportsBenefit Elections (EE & Dep No Codes)Same as above, but also pulls dependent information.
Benefit ReportsStandard Benefit Eligibility with WaivesSame as Benefit Elections, except will also pull plans that the employee has actively waived in.
Enrollment ReportsOpen Enrollment Not Complete – 1 Line (Streamlined and Plan by Plan)Shows all Open Enrollment events that are not complete (i.e., employee has not clicked the “Save my Elections!” button). Shows one row per employee.
Enrollment ReportsOpen Enrollment Complete
(Streamlined and Plan by Plan)
Shows all Open Enrollment events that are complete (i.e., employee has clicked the “Save my Elections!” button). Shows one row per benefit type.
Enrollment ReportsLife Event Enrollment Not Complete (Streamlined and Plan by Plan)Shows all Life Event Enrollment events that are not complete (i.e., employee has not clicked the “Save my Elections!” button). Shows one row per benefit type.
Enrollment ReportsLife Event Enrollment Complete (Streamlined and Plan by Plan)Shows all Life Event Enrollment events that are complete (i.e., employee has clicked the “Save my Elections!” button). Shows one row per benefit type.
Enrollment ReportsNew Hire Enrollment Not Complete (Streamlined and Plan by Plan)Shows all New Hire Enrollment events that are not complete (i.e., employee has not clicked the “Save my Elections!” button). Shows one row per benefit type.
Enrollment ReportsSpecial Enrollment Not Complete (Streamlined and Plan by Plan)Shows all Special Enrollment events that are not complete (i.e., employee has not clicked the “Save my Elections!” button). Shows one row per benefit type.
Special Enrollments are usually triggered by benefit class changes, but can also be triggered by an administrator with Special Enrollment access.
Enrollment ReportsSpecial Enrollment Complete (Streamlined and Plan by Plan)Shows all Special Enrollment events that are complete (i.e., employee has clicked the “Save my Elections!” button). Shows one row per benefit type.
Special Enrollments are usually triggered by benefit class changes, but can also be triggered by an administrator with Special Enrollment access.