Reports: How to Run Reports including Summary Report in ACA

How to Run a Summary Report:

1) Select Reports from the menu bar and select "Summary Report"

2) Select Form to Run Summary Report, Select Company, & Select Sort Report by then click View/Print button

NOTE: From here you will also be able to use the drop-down-list in the "Select Report to Run" field in case you need to actually Run a different type of Report such as "List of Payers" Or "List of Recipients" Or "Company/Employees" Reports. 

Note: Sorting companies and employees is optional.

3) Clicking the View/Print will generate the Summary Report to PDF

4) Select the percentage to size the report 

Report_Change_Percentage.jpg


                 

Powered by Zendesk