Group Segment Filters make it easier to run reports on pre-defined portions of your organization. Do you want reports that focus on one part of your organization (e.g, hourly vs.salaried employees, East Coast vs West Coast, etc)? Leverage the business units you defined during case installation as "customer structure " to create filters that identify one or more of these units. Then, use the filters to create the focused reports you need.

Note: If you are unfamiliar with customer structure values associated with your group, please contact your account representative.

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.

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.