Under Review

Excel Report format for Open Enrollment Reports

Each year when we complete open enrollment we run the benefit "Enrollment" reports from the Sage Open Enrollment module.  These reports export in a CSV format; however, the QUESTIONS DO NOT populate on the CSV file.   The only way to obtain the answers to critical questions is to choose "Preview" and save it as a PDF file.  The "Preview" reports have all the enrollment information on them - questions included, with no way to sort or filter the information.  We must print and MANUALLY review all these reports for the information we need.  When you click "Export", the system should export questions and data. See the two types of reports below... the Export is the CSV file converted to PDF to allow me to upload it to this forum, the Preview PDF file is also attached. .  

The enhancement would be to populate the Excel file with the questions and answers!  It would be very, very helpful and reduce manual work.  

Sandy Bartlett

VP HR and Training


5657.PDF Enrollment Repot from Preview Mode.pdfEnrollment Report in CSV.pdf