Costpoint Online Help

Contents of the Print Coverage Report Screen

Use the fields and options to configure the Print Coverage Report screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on 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

Field Description
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.

Field Description
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.

Field Description
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.

Field Description
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

Field Description
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.