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 checkbox in the Maintain Users screen in Costpoint System Administration.

Sort

Use this group box to control the order in which information prints on the report.

Primary

Use the selections in this group box to define the primary order in which records will print on this report.

Provider

Select this radio button to print coverage information in alphabetical order by provider code. You will want to select this option if premium subtotals are needed for each insurance provider. If you select this radio button, the secondary sort cannot be None. This radio button is the default.

Employee Name

Select this radio button to print coverage information in alphabetical order by employee last name. If you select this radio button, the secondary sort must be None.

Employee ID

Select this radio button to print coverage information in employee ID number order. If you select this radio button, the secondary sort must be None.

Employee SSN

Select this radio button to sort information in order by employee social security number. If you select this radio button, the secondary sort must be None.

Secondary

Use this group box to define the secondary order in which records will print on this report.

Employee Name

Select this radio button to print coverage information in alphabetical order by employee last name within each provider code. This radio button is available only if the primary sort is Provider.

Employee ID

Select this radio button to print coverage information in order by employee ID number within each provider code. This radio button is available only if the primary sort is Provider.

Employee SSN

Select this radio button to print coverage information in order by employee social security number within each provider code. This radio button is available only if the primary sort is Provider.

None

Select this radio button if you do not wish to specify a secondary sort order. This radio button is available only if the primary sort is not Provider.

Select

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

Enter the effective date of this report in MM/DD/YYYY format. This field is required. 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.

Range Option

Use the drop-down box to select a range option. Valid options are "All," "One," "Range," "From Beginning" and "To End."

From

If you selected "One" in the Range Option field, enter, or use Lookup to select, the code for the provider for whom you wish to print coverage information. If you selected "Range" or "To End" in the Range Option field, enter, or use Lookup to select, the lowest code in the range of providers you want printed on the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup 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.

Range Option

Use the drop-down box to select a range option. Valid options are "All," "One," "Range," "From Beginning" and "To End."

From

If you selected "One" in the Range Option field, enter, or use Lookup to select, the ID number of the employee for whom you wish to print coverage information. If you selected "Range" or "To End" in the Range Option field, enter, or use Lookup to select, the lowest ID number in the range of employees you want printed on the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the highest ID number in the range of employees you want printed on the report.

Report Sources