It would be great to add date range and/or window type filters on the benefit dashboard to see all windows in a year (for example). Right now, after open enrollment, that is all you can see! An export that showed it in excel would also work, but right now the only way is the summary export and that is hundreds of pages long.
Caroline Kreutzer
| Company | Cahill Contractors |
| Job Title / Role | Operations Manager |
| I need it... | 1 month |
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Hi Carline,
I'd like to see how the rest of the community feels about this request. If it gets enough votes, we will look into incorporating into our development planning.
Thanks!
It would be great just to have the spreadsheet view of the windows and window dates for a selected date range. So we could see if someone changed their benefits 3x one year or just once, etc. Just like the grid view, but with the option of multiple lines per person.
Hi Caroline,
Yeah, we currently show at least 2 pages per employee per window for the date range you've selected. If we allowed you to download an excel sheet, what would you do with the data in that format?
Thanks!
I know that the Export Summary allows for a date range, but it prints each page individually. As stated above, when I try to run for this year (for example) it's 400 pages long. It would be great if we could get the info in a table or excel sheet instead of the full PDFs with signature pages, etc.
Hi Caroline,
The standard Export Summary let's you search from a date range. What business need would filtering by window type help with?
Thanks!