Generate reports

When you need information about your subscribers and dependents, you will find easy access to that data in the Reports menu. To generate reports:

1. Select Reports. The menu expands displaying Download and Generate options.
2. Select Generate. The Client-Subclient  Selection screen appears. Fill in the necessary information. See Specifying a client and subclient for further information. Select Search.

3. The Generate Subscriber Listing Report screen appears showing the client and subclient you selected. Select the criteria for your report. See below for information on specific fields.
4. Once you have completed the report parameters, select Generate Report. You'll get a message confirming that your report has been submitted. When the report has completed, an email will be sent to the email address specified in the report parameters indicating where to retrieve the report.

Additional information

• Email To — the email address you want the report sent to
• From Date — the beginning effective date for member information that appears on the report
• To Date — the ending effective date for member information that appears on the report
• Report for —  Subscriber Only or Full Family to select whether the report should list subscribers only, or the subscriber and all family members under that subscriber
• Report Type — the types of members to include in the report:

• Both active and inactive members
• Only active members
• Only inactive members
• Report Format Type — the format for your report:

• Report_350_Format — the proprietary standard format for eligibility files. It contains the first 350 bytes of each record. Since it appears in the record format, there are no headings to identify the data you are looking at.
• Report_Counts_Only — shows counts for the client/subclient by coverage type and includes totals.
• Report Simple — has the same information as the Report_350_Format,but includes column headings and is in tabular format.
• Special Attribute — (optional field) see members based on special attributes; you can select one or more of the following: Adult dependent, Billable dependent, COBRA, Handicapped, Retiree, Sponsored dependent, Student, or Surviving.
• Sort By —sort the report by Last Name or Social Security Number

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Related Topics

Summary of Changes

Benefit Manager Toolkit