Reports and Analytics
This table lists benefits reports and analytics.
Name or Type of Report or Analytic |
Description |
Navigation |
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Life Event Summary |
Analytic that provides details of life events in different statuses in your enterprise. You can also view details by legal employer, benefit group, location, and payroll. |
The Summary section on the Overview page contains the life event summary. The Life Events tab in this section enables you to view details by legal employer, benefit group, location, and payroll. |
Manage Action Items |
A process that generates details of participant enrollments that contain pending action items. |
On the Overview page Summary section, select the Processes tab. Expand Election Processes, and click Submit for the Manage Action Items row. |
Person Enrollment Summary Report |
Displays the benefit enrollments for participants. |
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Enrollment Kit Report |
Displays, by participant, a choice list of programs, plans, and options in which the participant may elect to enroll, as well as areas for the participant to designate dependents and beneficiaries. |
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Real-Time Analysis: Participant Enrollment Results - Weekly |
Displays, for each participant, the benefit enrollments that they elected or where given by default. |
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Real-Time Analysis: Totals by Life Event - Weekly |
Displays the status of the life events and their corresponding counts in table and graph formats. |
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Real-Time Analysis: Totals by Life Event Name for Potential Life Events - Weekly |
Displays, by potential life event, the total for each status of the life event as well as the cumulative total for all statuses of the life event. |
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Real-Time Analysis: Totals by Life Event Status for Potential Life Events - Weekly |
Displays the status of the life events and their corresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses. |
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Real-Time Analysis: Totals by Location - Potential Life Events- Weekly |
Displays, by location, the total for each status of the life event as well as the cumulative total for all statuses of the life event. |
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