PRINT COVERAGE REPORT
Use this screen to print detailed information about coverages and premium amounts either by provider or by employee.
You can print or view the Coverage Report at any time.
If you have not been set up to print Social Security Numbers (SSNs), blanks print instead of the numbers. The ability to print SSNs is controlled by the Suppress SSN check box on the Manage Users screen.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the selections in this group box to define the effective date and range of providers and employees you want printed on the report.
Effective Date
Option
The field displays the option One which means you can only specify one effective date.
Start
Enter, or click 
to select, the effective date of this report. This field is useful for date sensitive premium calculations.
Provider
Use this group box to define the range of providers you want included in this report.
Option
Use the drop-down list to select a range option. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start
If you select One in the Option field, enter, or click 
to select, the code for the provider for whom you wish to print coverage information. If you select Range or To End in the Option field, enter, or click to select, the lowest code in the range of providers you want on the report.
End
If you select Range or From Beginning in the Option field, enter, or click to select, the highest code in the range of providers you want printed on the report.
Employee
Use the fields in this group box to define the range of employees you want printed on this report.
Option
Use the drop-down list to select a range option. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start
If you select One in the Option field, enter, or click to select, the ID number of the employee for whom you wish to print coverage information. If you select Range or To End in the Option field, enter, or click to select, the lowest ID number in the range of employees you want printed on the report.
End
If you select Range or From Beginning in the Option field, enter, or click to select, the highest ID number in the range of employees you want printed on the report.
Sort By
Use this group box to control the order in which information prints on the report.
1st Sort
From the drop-down list, select the primary sort order of the records in the report. Valid options are:
-
Provider — Select this option to print coverage information in alphabetical order by provider code. Select this option if premium subtotals are needed for each insurance provider. If you select this option, the secondary sort cannot be None. This option is the default.
-
Employee Name — Select this option to print coverage information in alphabetical order by employee last name. If you select this option, the secondary sort must be None.
-
Employee ID — Select this option to print coverage information in employee ID number order. If you select this option, the secondary sort must be None.
-
Employee SSN — Select this option to sort information in order by employee social security number. If you select this option, the secondary sort must be None.
2nd Sort
From the drop-down list, select the secondary sort order of the records in the report. Valid options are:
-
Employee Name — Select this option to print coverage information in alphabetical order by employee last name within each provider code. This option is available only if the primary sort is Provider.
-
Employee ID — Select this option to print coverage information in order by employee ID number within each provider code. This option is available only if the primary sort is Provider.
-
Employee SSN — Select this option to print coverage information in order by employee social security number within each provider code. This option is available only if the primary sort is Provider.
-
None — Select this option if you do not wish to specify a secondary sort order. This option is available only if the primary sort is not Provider.
Options
Include Inactive Employees
Select this check box to include inactive employees on the report. This includes employees with a status of either Inactive, Inactive Accruing Leave, or Family Medical Leave.