Costpoint Online Help

Contents of the Print Employee FSA Report Screen

Use the fields and options to configure the Print Employee FSA 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 plan year and range of employees you want printed on the report.

Plan Year

Field Description
Option

This field displays the value One which means you can only select one plan year for the report.

Start

Enter the plan year, in YYYY format, for which you wish to print or view FSA information. The value must be between 1950 and 2050.

Employee

Use the fields in this group box to define the range of employees you want to include 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 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 FSA information. If you selected Range or To End from the Option drop-down list, 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.

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.
Page Break on Employee

Select this check box if you want to print information for each employee in the selected range on a separate sheet of paper. This will give you the report in "statement" format. If you do not want employee information on separate pages by employee, clear this check box.

Options

Use this group box to control the information that prints in the report.

Include

You can use this group box to specify what kind of information you want to print or view. You must select at least one check box, but you can select both.

Field Description
Medical FSA

Select this check box to print or view medical care FSA information.

Dependent FSA

Select this check box to print or view dependent care FSA information.

Report Option

Use the options in this group box to control the level of information printed on the report.

Field Description
Summary

Select this option to print a summary for each employee. One row prints for each employee within the selected range. The row includes total contributions, total reimbursements, and the current balance.

Detail

Select this option to print each transaction for each employee in the selected range.