Reporting Overview
Navigate to Reporting from the Benefits Administration Menu.
Reports are grouped into categories:
- My Favorites: star your favorite reports for quick access
- Census Reports: rosters for each coverage and dependents, plus the Full Population Census and Waived Medical reports
- Status & Eligibility Reports: report on employment status and benefits eligibility (New Hires, Terminations, Beneficiaries, etc.)
- Transaction Reports: record changes in Bentek (OE Stats, Benefit Changes, System Activity Report)
- ACA & Tax Reports: W2 reporting and PCORI Report
- RetireSweet Reports: Member invoices and Payment Report
Administrators can also create a report; check out the article for instruction.
Scheduled Reports
Reports can be scheduled to automatically run on a recurring basis. Contact your Bentek Account Manager to schedule reports.
Run a Report
Select a category and report to run.
Enter a Start Date and End Date if applicable, and Run.
Reports will appear under the Generated Files section, with most recent report on top.
- Use Download icon under Actions to open reports
- Remove icon will delete reports from the list (deleted reports remain available under File Transaction Log)
File Transaction Log records all activity on the page.