Costpoint Online Help

Contents of the Print Life Insurance Beneficiaries Report Screen

Use the fields and options to configure the Print Life Insurance Beneficiaries 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 this group box to define the effective date and range of employees and benefit plans you want printed on the report.

Effective Range

Field Description
Options

This field displays the value One which means you can only enter one effective date.

Start

Enter, or click to select, the effective date of this report. This date is used to determine which beneficiaries to include on the report. The Effective Date is compared to the beneficiary's Effective Date on the Assign Beneficiaries to Benefit Plans screen.

Employee

Field Description
Option

From the drop-down list, select a range option. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

If you selected One from the Option drop-down list, enter, or click to select, the ID number of the employee for whom you wish to print or view flexible spending account (FSA) information. If you selected Range or To End from the Option field, enter, or click to select, the lowest ID number in the range of employees you want included on the report.

End

If you selected Range or From Beginning from the Option drop-down list, enter, or click to select, the highest ID number in the range of employees you want included on the report.

Benefit Plan

Field Description
Option

From the drop-down list, select a range option. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

If you selected One from the Option drop-down list, enter, or click to select, the code for the benefit plan you want in the report. If you selected Range or To End from the Option drop-down list, enter, or click to select, the lowest code in the range of benefit plans you want on the report.

End

If you selected Range or From Beginning from the Option drop-down list, enter, or click to select, the highest code in the range of benefit plans you want 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 sort option. Valid options are:

  • Employee Name: Select this option to print information on the report in order by employee name.
  • Employee ID: Select this option to print information on the report in order by employee ID number.