Commonly Used Reports

This article lists actions that Administrators are commonly trying to accomplish, and how to accomplish those actions using Maxwell system reports, including:

For more general information, read an overview of the reports functionality.

To access reports, click Tools > Reports > Library.

Generate a list of employees and their dependents

Use the "Demographic Census Report" to pull a simple list of all employees, their dependents, and their basic demographic and employment information.

The report includes:

  • SSN
  • Prefix
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • SSN
  • Role
  • Date of Birth
  • Email
  • Gender
  • Disabled (yes or no)
  • Full-Time Student (yes or no)
  • Street Address
  • Suite / #
  • City
  • State
  • Zip Code
  • Eligibility Group
  • Date of Hire
  • Rehire Date
  • Termination Date
  • Termination Reason
  • Employee ID
  • Employment Status (active or inactive)
  • Employment Class
  • Title
  • Annual Salary
  • Home Phone
  • Work Phone
  • Cell Phone
  • First Login Date
  • Last Login Date
  • Plus any custom fields that have been created for your employer

Track employee progress through Open Enrollment

To track employee progress through and after Open Enrollment, in addition to viewing your Dashboard, run the “Enrollment Status Report.” This report is also helpful to run before your Open Enrollment starts to ensure eligible products have correct dates and are in the correct status.

This report includes a list of all employees and their:

  • First Name
  • Middle Name
  • Last Name
  • SSN
  • Eligibility Group
  • Employment Status (active or inactive)
  • Any custom fields  that have been created for your employer
  • Date of Hire
  • Rehire Date (if applicable)
  • Termination Date (if applicable)
  • Last Login Date
  • Product Open Enrollment Start Date
  • Product Open Enrollment End Date
  • Vendor Name
  • Product Name
  • Product Effective Date
  • Product End Date
  • Product Status
  • Product Intent
  • Product Checkout Date (date the employee submitted their enrollment)

Generate a list of terminated employees

To generate a list of terminated employees, run the “Termination Report."

This report displays both terminated employees and terminated products (even if the employee wasn’t terminated).

The report includes:

  • Fist Name
  • Last Name
  • SSN
  • Eligibility Group
  • Employment status (active or inactive)
  • Termination Date
  • Termination Reason
  • Product information for any terminated products including effective date, covered individuals, etc.

Generate a list of new hires

To generate a list of new hires, run the "Employee Change Event Report." This report includes a list of changes experienced by employees within a specified date range. If no range is specified, it will include all changes (past, current, and future). If an employee has had several changes in the date range defined, there may be several rows for that employee. All types of changes will be listed, but to view just New Hire changes, filter the Change Reason column by highlighting the column, and clicking Data > Filter > check the "New Hire" box.  

The following information is included:

  • First Name
  • Last Name
  • SSN
  • Eligibility Group Name
  • Employment status (active or inactive)
  • Employee ID
  • Termination Reason (if applicable)
  • Change Reason
  • Date of Change Event
  • Date Admin Ended Change (by closing the QLE)
  • Plus any custom fields that have been created for your employer

Find the per pay period cost for products employees are currently enrolled in

To find the per pay period cost (deduction) for products employees are currently enrolled in, run the “Enrolled Cost Report” and look at the "Deduction (Per Pay Period Employee Cost)" column.

This report also includes:

  • First Name, Last Name, SSN, DOB
  • Annual Salary, Employee ID, DOH, Employment Status
  • Rehire Date (if applicable)
  • Termination Date (if applicable)
  • Eligibility Group
  • Any custom fields
  • Employee and employer cost per pay period, monthly, annually, and one-time for each currently enrolled product
  • Other product information:
    • Effective dates
    • Deduction codes (if applicable—these will be listed if you use a payroll or financial integration)

Note: this report will not include information on any products with pending elections. Run the "Pending Elections Cost Report."

Find the volume coverage for life and/or disability products 
To find the volume coverage for life and/or disability products, run either the “Coverage Report - Ancillary, Financial, Fitness, Extra - Horizontal” or “Coverage Report - All Products - Vertical” depending on the format you prefer.

These reports include a list of all employees and dependents currently enrolled in ancillary products, as well as their:

  • First Name
  • Last Name
  • SSN
  • Role (employee, child, or spouse)
  • DOB
  • Gender
  • Employee ID
  • Member Email
  • Street Address
  • Suite / #
  • City
  • State
  • Zip Code
  • Disabled (yes or no)
  • Full-Time Student (yes or no)
  • Annual Salary
  • Eligibility Group
  • Title
  • Employment Status (active or inactive)
  • Any custom fields added to your employer
  • DOH
  • Rehire Date (if applicable)
  • Termination Date (if applicable)
  • Pay Frequency
  • Product information including effective dates, coverage level, disability benefit amount (if applicable), and volumes (including spouse and child volume if applicable)

Please note that this report will not include information on any ancillary products with pending elections. Run the “Pending Elections Report - Ancillary, Financial, Fitness, Extra - Horizontal” or “Pending Elections Report - All Products - Vertical.”

Access pending election information after Open Enrollment ends

Regardless of how you plan to submit Open Enrollment election information to the carrier, you’ll probably find it helpful to run Maxwell reports to get information out of the portal.

To see all pending elections (not just what has been changed or is new), go to Tools > Reports > Run Reports, choose the appropriate Pending Elections Report. For one with all products, select “Pending Elections Report - All Products - Vertical.”

So that you have less to do in Excel once your report is ready, set the following filters:

  • “Employment Status” to “active”
  • “Product Status” to “confirmed” and “selected”
  • “Coverage Dates” to the future effective date
  • Set the “Vendor” to the carrier you’re planning to submit the report to (if applicable)

To see just the changes and new additions from last year’s annual Open Enrollment, you should run the “Change Report.” The “Consolidated Changes” tab shows a full file of demographic and product changes and is great to send right to a carrier.  Learn more about Change Report here >

 

 
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