How to Run a Summary Report:
1) Select Reports from the menu bar and the Companies & Employees Reports screen will open.
2) Select Summary Report from the Select Report to Run drop-down menu.
3) Select either All Payers or a specific payer from the Select Payer (Company) drop-down menu.
4) Select the ACA Form for which you want to run the summary report from the Select Form to Run Summary Report drop-down menu.
5) Select how you would like to sort both companies and employees from the Sort Report by drop-down menu.
Note: Sorting companies and employees is optional.
6) Click View/Print to create the report.