Recent ReportsPayments By Month - OptionFinancialCustom ReportsSummaryPayments By Month - OptionFinancialCustom ReportsUser PreferencesSummary
ECR>Reporting Tools

Group Segment Filters

Create or modify a Group Segment Filter       Help

Import a Group Segment Filter       Help

Share a Group Segment Filter       Help



Report Templates

If you save a custom report you have run as a template, you can rerun it, at any time, and modify your original selections to create a similar report with an entirely different set of results. For example, imagine you created a report showing last month's medical payments for your retirees. You knew you'd need to run a similar report each month throughout the year, so you saved that report as a template. (Good idea.) Thanks to that little extra work up-front, now all you'll have to do is run your template each month and adjust the dates to reflect the most current month of data.

View and manage your report templates

Learn how to create and use templates...


Preferences

Preferences let you modify the system's default settings for exporting, printing and viewing your custom reports. Is the screen's font size too small? Do you want more rows of results to show up on a single screen of your custom report? How about exporting without having to fill out the same options every time you do? Preferences lets you adjust all of these settings...and many more... to best suit your needs.

Modify Preferences

Learn more about preferences...


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