Custom Reports

1. Click New. 
2. Enter the Report Name and Description.
3. Click on the fields under each heading you would like included in the report.
4. Then click Next.
5. Set the order of the fields in the report.
6. Click Finalize.
7. Click Previously Generated locate and select your report. 
8. Click Generate.
9. Enter the Effective Date of the report.
10. Select the desired Plan Types and click Add. 
11. Select other parameters as applicable.
12. Click Generate.
13. In Previously Generated Reports, click Refresh.
14. Click on the Report Link and the file will open in Excel.