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For Plan Rules, please visit the Admin Manual: Link

The following are step-by-step instructions on how to generate reports and view documents. Follow the steps below and refer to the corresponding screenshots provided in each section to process this request.




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From the My Reports & Documents tile, select Reports and then click View All.


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Once in the Report Generator, choose the type of report you would like to generate.


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Under Report Parameters, select the Employer code and provide the report parameters.

Click Run Report.


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The report will be displayed in the left panel.

Select Export to save a copy of the report to your computer.

 


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A pop-up box will appear at the bottom of the page.

Select Open, Save or Cancel.

Select Return to reports listing to go back to the report listing.

 



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View file
nameInsight - Report Generator.mp4
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"Rather watch? Click view to watch the Report Generator Video".