Report Generator

Owned by Thomas Stachowicz (Deactivated)
Last updated: Nov 21, 2020
2 min read

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.



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

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

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

Click Run Report.

The report will be displayed in the left panel.

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

 

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.

 

"Rather watch? Click here to view the Report Generator Video".