Benefits Statements 1

[Seanpgw]

I'm using ReportSmith version 3.10. with ADP Enterprise. Is there any way to create a benefits statement from this tool. Also are there any templates avail. to use as a starting/ref. point

 

[CharlesCook]

You can create a benefits statement in ReportSmith but it is a very hard report. Because a benefits statement has many different sections you need to do a master/detail report with many detail sections. This is a report that pays to have a consultant do.

CharlesCook.com
ADP - PeopleSoft - SAP
ReportSmith - Crystal Reports - SQR - Query - Access
Reporting - Interfaces - Data Mining

 

[DebChattin]

I just spent 6 months creating benefit summaries for our employees. It is not easy, but can be done. I used the DedCalc tables, Job, Personal Data, and tons of derived fields.

 

[Seanpgw]

DebChattin can i view you report? I'd like to use it for a reference.

 

[abowling]

I am creating a Benefits statement using a Master/Detail report. Due to some formatting issues, I deleted out one of the detail reports from my report, however, the information, fields, links are still in the report query. How can I add this information back into my report? When I go to Insert~field, and try to insert it manually, I get this:

"Placing an item in the area of the report that is not based on the same query is not supported."

I cannot figure out how to get this detail report information back on my report. Any suggestions?

 

[DebChattin]

I have written our Benefit Statements in ReportSmith. It is complicated! I use the DedCalc tables. If you are interested I can send it to you. Are you SQL?

 

[abowling]

That would be great, thanks a lot!

 

[ReportSmithing]

There are a few ways to create the benefits statement. The master/detail route is pretty inflexible. You can also create a macro that exports your data to a table on the database and then drops it when your done - the idea here is to produce a few temp tables that you can easily link together. I ended up creating an SQR that created a massive table on the database with dependent names, etc. Creating an SQR that does this is the way to go since you can use this table for tons of other reports.

Good luck!

 

[christimess]

Abardel:
You are trying to drop the information from your detail report into the wrong section. For example if you are trying to drop information from the detail1 report you must drop it into the detail1 section, not the master. It is my opinion that although it clutters the screen this is a good time for you to have the boundaries on (View > Boundries) so that you can see where to drop the information. If you deleted the section in error go to Format > Section and go to Detail1 (or whichever detail section is missing) and uncheck the box hide detail.

All: Depending on the report, rather than doing a Master/Detail report you can also add in the same table multiple times. When I do this I find that created the table alias is a lot of help. For example taking the benefits table and having it with the alias of "Plan 40" and then taking that same table, but now assigning it the alias of "Plan 41". Then in your selection criteria make sure that you have one line for Plan 40 to equal plan type 40 and plan 41 to equal plan type 41.

I hope this helps. Have a great day!

 

[abowling]

I do have the 'view boundries' on, and can see each of the detail report sections as well as the master report section. The problem I am having is, I added a new detail report called 'dependents'. I linked and added my selection criteria, report variable, but the new 'dependent' detail will not show on the report. If I go to insert~detail report it prompts me for a new report. How do I get this new report to show on my report?

 

[christimess]

abardel:
Don't go to Insert ~ Detail. If you go to Format ~ Section and click on your 'dependent' report (lower right corner of the box) I believe the "hide section" is checked. You need to uncheck this box.

 

[texasamber]

I am working on a benefits statement and I would love to have a copy of one that someone else has created!

Thanks.

 

[texasamber]

DebChattin:

Can you send me the benefit statement report you are referring to?

Thanks,
Amber

 

[Atrzy]

Debchattin:
Are you still sending out copies of your report? If so, I'd really like to have a copy!

 

[sudengaard1]

I would LOVE a copy of the benefit statement that everyone is talking about! I got so fed up w/ trying to do it in ReportSmith that I took the information and saved it as an HTML then saved it as an excel file!