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Overview


Dynamic Reports provide a powerful, user-definable reporting method, enabling users to define columns and use filters to limit the data that displays in the report. This section suggests useful reports that SmartBenefits users can create for group policies.


To understand the information in this section, the user must be familiar with Dynamic Reports.


Suggested Reports


The following reports can be created.


Group Policy Renewals in 30 Days


This report lists all active group policies that will be renewing in the next 30 days.


  • Filters: Renewal Date in Next 30 days Ignore Year AND Policy Status = Active
  • Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Effective Date, Primary Advisor, Policy Status, Annual Premium
  • Sorting: Business Name (A)

Group Policy List Report


This report lists all active group policies sorted by business name.


  • Filter: Policy Status = Inforce (& all other active status options)
  • Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Effective Date, Policy Status, Primary Advisor, Annual Premium
  • Sorting: Business Name (A)

Group Policies by Business


This report displays all policies regardless of policy stage by business name.


  • Filter: Business Name is not null
  • Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Policy Status, Effective Date, Primary Advisor, Annual Premium (total column)
  • Sorting: Policy Status (A)

Inforce Group Policies by Business


This report lists all active group policies for a particular business.


  • Filter: Business Name is equal to ____ AND Policy Status = Inforce
  • Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Policy Status, Effective Date, Primary Advisor, Annual Premium
  • Sorting: Policy Status (A)

Group Policy Members Report


This report lists all members of a specified plan.


  • Filter: Business Name, Policy #, Product Name, Plan Name
  • Columns: Product Type, Business Name, Policy #, Carrier Name, Product Name, Plan Name, Contact Name, other Contact/Employee Census columns
  • Sorting: Business Name (A), Policy # (A), Plan Name (A), Contact Name (A)