First Day Report

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The First Day Report allows an administrator to schedule the email distribution of a Microsoft Excel file that contains benefiter information. Distribution is based on the effective date within a configurable time frame. A notification is sent with the report.

When configuring the report, you select:

• Event (Limit one report per event)
• Day of the week the notification will be sent
• Number of calendar days to be considered for effective date (Number of days before or after the report is set to be sent, with a limit of 30 days before or after the notification date)
• Output fields to be included in the Excel file.
• Teams to receive the report (if any)

Key info

• Click Add Configuration to configure the report.
• You must be on a team with the Report-Manage First Day privilege to configure this report.
• The report configuration determines who is in the report and who gets the report.

Report results

• Excel report output varies based on columns selected