Create New Report

Administrators can use existing reports as a template to create a custom report. Choose the data to include, the order of columns, and name the report. Once created, custom reports are accessible to other administrators within your organization.

Create a Report

Select the Add Report button at the top right of the Reports section.

  1. Give the new report a name in Report Name field.
  2. Choose a Report Type. This determines the menu category where your new report will appear:
    • Census Reports
    • Status & Eligibility Reports
    • Transaction Reports
    • ACA & Tax Reports
  3. Select Report Template. The Census Default is the primary template. If you've already created other reports, they will also be available as templates.

When you select the template, a preview of Default Columns and All Columns will be available. No action is required in these boxes; you can scroll through to confirm any particular fields you're looking for.

Enter a Description if desired. This may be valuable if other administrators within your organization use reporting.

Next to continue.

Filter the information you want on your custom report.

  1. Select Plan Types you want to include. Select one or multiple plans from the drop-down.
  2. Choose Status, selecting one or multiple.
  3. Use the arrow to continue to additional filters on the right.
  4. Select one or multiple carriers to include.
  5. Select additional options to include:
    • Dependents
    • Beneficiaries
    • Coordination of Benefits
    • Benefit Waivers
  6. Select Columns to include or not include on the report. You can delete unwanted columns and add new or Clear All to select desired columns from drop-down.

Save your report!

Once completed, run your custom report the same as any other report. Contact your Bentek Account Manager if you want to schedule it to run automatically.

Favorite a Report

Any report, whether created through Report Builder or a standard report, can be marked as a favorite. Use the Star icon to add the report to My Favorites.

My Favorites are unique to each user account. Other administrators within your organization will find the custom report under the category you assigned it to. Others must favorite the report in order to add it to their list of My Favorites.