How to view and download reports

1. Navigate to Benefits, then under Manage Benefits, click Reports.

2. Click each report to view and download.

1. List of Members with Pending Benefits is a report of all the employees who have enrolled in Benefits and whose effective date is in the future.
   

2. Member Coverage Listing is a report of coverage details for all the employees who have enrolled in Benefits and whose plan is active.
   

1. Dependent Listing is a report of dependents for all the employees with one or more dependents.
   

2. Benefit Coverage Listing is a coverage summary for all the employees who have enrolled in Benefits and whose plan is active.
   

3. Over Age Dependent Listing is a summary of all employees with one or more dependents over 18 years of age.
   

• Related Articles

• How to view and download bills

  1. Navigate to Benefits, then under Manage Benefits, click Billing. 2. On the Billing page, you'll see a list of bills organized by month. Click Download PDF to download a bill.

• How to view your client dashboard in the Advisor Engagement Platform

  1. To access the client dashboard, navigate to the Clients page and select the company you’d like to view.           2. The client dashboard has four tabs: Overview, Employees, Booklets, Reports and Billings. The overview tab has information about ...

• How to customize the view

  1. Navigate to Benefits, then under Manage Benefits, click People. 2. At the bottom right of the screen, you’ll notice the number of employees that are loaded into the system.  3. To display a different number of employees on the page at a time, ...

• How to use the approval queue

  1. Navigate to Benefits, then under Manage Benefits, click on Approvals. 2. When an employee changes their benefits enrolment information, the change request will appear here. To learn more about a specific change request, click View Details. 3. ...

• How to add an existing Rise client into the Advisor Engagement Platform

  1. Navigate to the client page and click the +New Client button. 2. To add an existing Rise client to your Advisor Engagement Platform, select My client is with Rise. 3. Enter the company name and the primary contact’s details, then click Submit. 4. ...