Our System Reports are standard reports available to all Advisors. Please see a list of all System Reports below, with descriptions for each. For more general information, read an overview of managing reports as an Advisor.

Report Name

Report Description

Ancillary Election Report - Currently Enrolled This report will generate a list of each member currently enrolled in an ancillary product and their associated election information. Please note that this report will not include any products with pending elections.
Ancillary Election Report - Enrolled by Date This report will generate a list of each member enrolled in an ancillary product within a defined effective date and/or date of hire range, and their associated election information. Please note that this report will not include any products with pending elections.
Ancillary Election Report - Pending Enrollment This report will generate a list of each member pending enrollment in an ancillary product, within a defined effective date and/or date of hire range. Please note that this report will not include any products in which employees and dependents are currently enrolled.

Beneficiaries Report - Currently Enrolled

This report will pull both primary and secondary beneficiaries for products in which employees are currently enrolled.

Beneficiaries Report - Enrolled by Date

This report will pull both primary and secondary beneficiaries for products in which employees are enrolled within a defined effective date range.

Beneficiaries Report - Pending Elections

This report will pull both primary and secondary beneficiaries for employees that have products that are pending enrollment.

Change Report

This report allows you to compare changes that have been made for employees based on how the information looked at one point in time compared to another point in time.

Commuter Plan Cost Report- Currently Enrolled

This report will generate a list of each member (employees and dependents) who's currently enrolled in a commuter plan, with the total employee and employer cost, the employee cost per pay period, the product pay frequency (e.g. monthly), and transit, biking, and parking election amounts. Please note that this report will not include any products with pending elections.

Commuter Plan Cost Report - Enrolled by Date

This report will generate a list of each member (employees and dependents) who's enrolled in a commuter plan within a defined effective date and/or date of hire range, with the total employee and employer cost, the employee cost per pay period, the product pay frequency (e.g. monthly), and transit, biking, and parking election amounts. Please note that this report will not include any products with pending elections.

Complete System Export Use this report to get a complete system export. The report is a list of all employees, or employees by the group, and their demographic and election information. This includes all available and enrolled products, as well as each product's covered dependents, open enrollment dates, effective dates, coverage level, etc. The column headers are in Maxwell format so the file can be imported.

Demographic Census Report

Use this report to generate a simple list of all employees, or employees by the group, and their basic demographic information. For each employee, the report pulls: name, email, SSN, date of hire (DOH), date of birth (DOB), gender, address, employee ID, job title, salary, eligibility group, and dependents (first name, last name, DOB, SSN).

Employee Cost Report - Total Cost per Pay Period (Currently Enrolled)

This report will generate, per employee, the total sum of the costs per pay period for all currently enrolled products. Please note that this report will not include any products with pending elections.

Employee Cost Report - Total Cost per Pay Period (Enrolled by Date)

This report will generate, per employee, the total sum of the costs per pay period for all products within a defined effective date and/or date of hire range. Please note that this report will not include any products with pending elections.

Employee Cost Report - Total Cost per Pay Period - Pending Enrollment This report will generate, per employee, the total sum of the costs per pay period for all products with pending elections.
EyeMed Membership Report - Currently Enrolled  Use this report to communicate current enrollments to EyeMed in the format they prefer. The report generates a list of employees currently enrolled in an EyeMed product with the following information: covered dependents (and their relationship), effective dates, member ID, SSN, name, date of birth, gender, address, email address, and more.
EyeMed Membership Report - Enrolled by Date Use this report to communicate enrollments to EyeMed in the format they prefer. The report generates a list of employees enrolled in an EyeMed product within a defined effective date and/or date of hire range, with the following information: covered dependents (and their relationship), effective dates, member ID, SSN, name, date of birth, gender, address, email address, and more.
EyeMed Membership Report - Pending Enrollment Use this report to communicate pending enrollments to EyeMed in the format they prefer. The report generates a list of employees pending enrollment in an EyeMed product, with the following information: covered dependents (and their relationship), effective dates, member ID, SSN, name, date of birth, gender, address, email address, and more.

Product Cost Report - Total Cost per Pay Period (Currently Enrolled)

This report will generate, per product, the total sum of the costs per pay period for all of the products that your employees are enrolled in. Please note that this report will not include any products with pending elections.

Product Cost Report - Total Cost per Pay Period (Enrolled by Date)

This report will generate, per product, the total sum of the costs per pay period for all of the products that your employees are enrolled in within a defined effective date and/or date of hire range. Please note that this report will not include any products with pending elections.

Product Cost Report - Total Cost per Pay Period - Pending Enrollment This report will generate, per employee, the total sum of the costs per pay period for all products pending enrollment within a defined effective date and/or date of hire range.

Discovery Benefits - Demographic

This report will generate a list of each member (employees and dependents) using Discovery Benefits, along with their demographic information, their Discovery Benefits employee identifier, and effective dates for payroll and work status.

Extras/Fitness Election Report - Currently Enrolled

This report will generate a list of each member (employees and dependents) currently enrolled in an extras/fitness product and their associated election information. Please note that this report will not include any products with pending elections.

Extras/Fitness Election Report - Enrolled by Date

This report will generate a list of each member (employees and dependents) enrolled in an extras/fitness product within a defined effective date and/or date of hire range, and their associated election information. Please note that this report will not include any products with pending elections.

Extras/Fitness Election Report - Pending Enrollment

This report will generate a list of each member (employees and dependents) pending enrollment for an extras/fitness product, within a defined effective date and/or date of hire range. Please note that this report will not include any products in which employees and dependents are currently enrolled.

Financial Election Report - Currently Enrolled

This report will generate a list of each member (employees and dependents) currently enrolled in a financial product and their associated election information. Please note that this report will not include any products with pending elections.

Financial Election Report - Enrolled by Date

This report will generate a list of each member (employees and dependents) enrolled in a financial product within a defined effective date and/or date of hire range, and their associated election information. Please note that this report will not include any products with pending elections.

Financial Election Report - Pending Enrollment

This report will generate a list of each member (employees and dependents) pending enrollment for a financial product, within a defined effective and/or date of hire range. Please note that this report will not include any products in which employees and dependents are currently enrolled.

Medical/Dental/Vision Election Report - Currently Enrolled

This report will generate a list of each member (employees and dependents) currently enrolled in a medical, dental, and/or vision product, and their associated election information. Please note that this report will not include any products with pending elections.

Medical/Dental/Vision Election Report - Enrolled by Date

This report will generate a list of each member (employees and dependents) enrolled within a defined effective date and/or date of hire range in medical, dental, and/or vision product, and their associated election information. Please note that this report will not include any products with pending elections.

Medical/Dental/Vision Election Report - Pending Enrollment

This report will generate a list of each member (employees and dependents) pending enrollment for a medical, dental, and/or vision product. Please note that this report will not include any products in which employees and dependents are currently enrolled.

Open Enrollment - Enrollment Status

This report will generate a list of each employee going through any open enrollment, and their status per product. Please note that this report will not include any products in which employees are currently enrolled.

PCP Report - Currently Enrolled Products

This report will generate PCP designations and product information for employees and dependents for any products in which they are currently enrolled. Please note that this report will not include any products with pending elections.

PCP Report - Enrolled by Effective Date

This report will generate PCP designations and product information for employees and dependents for any products in which they are enrolled within a defined effective date range. Please note that this report will not include any products with pending elections.

PCP Report - Pending Elections

This report will generate PCP designations for employees and dependents with products that are pending elections, within a defined effective date range.

Qualifying Life Event Report

This report will generate a list of QLEs experienced by employees within a specified date range. If no range is specified, it will include all QLEs (past, current, and future). If an employee has had several QLEs in the date range defined, there may be several rows for that employee.

Voluntary Life and AD&D Cost and Volume Report - Currently Enrolled

This report will generate cost and volume split out by member role (e.g. employee, spouse, child) for voluntary life and AD&D products in which employees are currently enrolled in. Please note that this report will not include any products with pending elections.

Voluntary Life and AD&D Cost and Volume Report - Enrolled by Date

This report will generate cost and volume split out by member role (e.g. employee, spouse, child) for voluntary life and AD&D products in which employees are enrolled within a defined effective date and/or date of hire range. Please note that this report will not include any products with pending elections.

Voluntary Life and AD&D Cost and Volume Report - Pending Enrollment

This report will generate cost and volume split out by member role (e.g. employee, spouse, child) for voluntary life and AD&D products that are pending enrollment, meaning the product is selected or confirmed, within a defined effective date and/or date of hire range. Please note that this report will not include any products in which employees are currently enrolled.

Termination Report

This report will generate a list of all employees who have been terminated within a specified date range, as well as their demographic and product information including covered dependents (for medical, dental, vision, FSA, and limited FSA products). 

Delta Dental Membership Report - Currently Enrolled
 Use this report to communicate current enrollments to Delta Dental in the format they prefer. The report generates a list of employees and their dependents currently enrolled in a Delta Dental product, with their name, date of birth, gender, address, email address, eligibility group, coverage level, effective date, and more.

Delta Dental Membership Report - Enrolled by Date

 Use this report to communicate enrollments to Delta Dental in the format they prefer. The report generates a list of employees and their dependents enrolled in a Delta Dental product within a defined effective date and/or date of hire range, with their name, date of birth, gender, address, email address, eligibility group, coverage level, effective date, and more.
 Delta Dental Membership Report - Pending Enrollment  Use this report to communicate pending enrollments to Delta Dental in the format they prefer. The report generates a list of employees and their dependents pending enrollment in a Delta Dental product, with their name, date of birth, gender, address, email address, eligibility group, coverage level, effective date, and more.
 VSP Membership Report - Currently Enrolled  Use this report to communicate current enrollments to VSP in the format they prefer. The report generates a list of employees and their dependents currently enrolled in a VSP product, with their name, relationship (employee, spouse, or child), date of birth, gender, and VSP member ID (SSN) and more.
 VSP Membership Report - Enrolled by Date  Use this report to communicate enrollments to VSP in the format they prefer. The report generates a list of employees and their dependents enrolled in a VSP product within a defined effective date and/or date of hire range, with their name, relationship (employee, spouse, or child), date of birth, gender, and VSP member ID (SSN) and more.
 VSP Membership Report - Pending Enrollment  Use this report to communicate pending enrollments to VSP in the format they prefer. The report generates a list of employees and their dependents pending enrollment in a VSP product, with their name, relationship (employee, spouse, or child), date of birth, gender, and VSP member ID (SSN) and more.
UnitedHealthcare Membership Report - Currently Enrolled  Use this report to communicate current enrollments to UnitedHealthcare in the format they prefer. The report generates a list of employees and their dependents currently enrolled in a UnitedHealthcare product, with their name, relationship (employee, spouse, child), date of birth, gender, address, SSN, phone number, email address, effective date, policy number, and more.
 UnitedHealthcare Membership Report - Enrolled by Date  Use this report to communicate enrollments to UnitedHealthcare in the format they prefer. The report generates a list of employees and their dependents enrolled in a UnitedHealthcare product within a defined effective date and/or date of hire range, with their name, relationship (employee, spouse, child), date of birth, gender, address, SSN, phone number, email address, effective date, policy number, and more.
UnitedHealthcare Membership Report - Pending Enrollment  Use this report to communicate pending enrollments to UnitedHealthcare in the format they prefer. The report generates a list of employees and their dependents pending enrollment in a UnitedHealthcare product, with their name, relationship (employee, spouse, child), date of birth, gender, address, SSN, phone number, email address, effective date, policy number, and more.