The Generate Reports tool allows you to pull information on one of your employers, as well as pull aggregate data on several or all of your employers. In this article, you'll learn how to generate a report as an advisor, including how to view report results. For more general information, read an overview of the Manage Reports tool.

 

Generate a report


Follow these steps to generate a report in your advisor portal. View a slideshow of these steps below.

  1. Click Manage Reports Generate Reports on the sidebar of your advisor portal.
     



  2. Click View to the right of the report.
     
  3. Set filters for the report.
     
  4. Click Run Report.
     

View report results

The Report Results tool lists all of the reports you have ever run, whether completed and available for download, or pending. Download completed reports, as well as view information about the report, including the date and time the report was run, and for which employers.



 

Types of reports

There are different types of reports available in the Generate Reports tool. The different types are explained below. 
  • User: One row per each employee, with all information going across in columns.
     
  • Product Per User: One row for each product per employee, with all information going across in columns. This means that if an employee has interacted with several products in the system, there may be several rows for that employee.
     
  • Dependent Per User: One row for each employee, and a row for each dependent the employee has in the system, with all information going across in columns.
     
  • QLE Per User: One row for each QLE per employee, with all information going across is columns. This means that if an employee has had several QLEs in the date range defined, there may be several rows for that employee.

 


Report filters

In addition to the different types of reports in the Generate Reports tool, reports also have different filter options to choose from. See the specific filter options on each report when you click View to run that specific report. When a report is run, it only pulls information that matches the set filters. 

The filter options you’ll find on reports will include one or more of the following:

  • Employers: Filter information by employers, or select all employers.

  • Employment Status: Filter employee information by employment status: current employees (active), terminated employees (inactive), or all.

  • Product Type: Filter product information by specific types of products (medical, dental, vision, financial, ancillary, fitness, extra).

  • Product Status: Filter product information by product status. For more general information, read about how the Maxwell Health system treats product status.

    • Please keep in mind that the reports themselves distinguish between “Pending Elections” and “Currently Enrolled Products” (i.e., the “Cost Report - by Employee (Currently Enrolled Products)” will pull different information than the “Cost Report - by Employee (Pending Elections).”

    • For “Currently Enrolled Products,” the status options are:

      • Enrolled

      • Waived

    • For “Pending Elections,” the status options are:

      • Open

      • Closed

      • Selected

      • Confirmed

  • Vendor Name: Filter product information by a specific vendor or carrier. The vendors listed will be limited based on the employer(s) you choose.

  • Date: Filter product information by product start date and product end date. You can also filter employee information by date of hire, where applicable.

    • If you use date filters, enter a date range that will capture the product start date(s) and/or product end date(s) for which you wish to pull information.

      • For example, if you run the "Cost Report - By Employee (Currently Enrolled Products)," and you want to see information on employees who have a product start date from January 1 to January 15th, 2015, enter "01/15/2015" in the "Product start date is on or before" field, and "01/01/2015" in the "Product start date is on or after" field.

    • If you use both the "_ is on or before" and "_ is on or after" date filter fields, note that these operate together to create a range. You cannot enter dates in both that do not pertain to each other.
      • For example, if you want to pull information on products with both a start date before January 15, 2015 and also on products with a start date after July 1, 2015, you can't enter "01/15/2015" in the "Product start date is on or before" field and "06/01/2015" in the "Product start date is on or after" field. You'll need to run two separate reports to get this information.

 


View a slideshow of the steps

Please note the steps may vary depending on the type of report you're running.

 


Note

  • Reports run by an advisor are nearly identical in format and information included to reports run by an administrator. The only difference in report format for advisors is the first column of any report will be “Employer Name." This column will not appear in reports run by administrators

  • The amount of functionality available to advisors depends on the type of advisor.

    • Master Advisors can:

      • Run and view reports for all of their employers.

      • View report results for reports run by any advisor on their team.

    • Standard Advisors can:

      • Run and view reports for employers they have access to manage.

      • Only view report results for reports they have run themselves.