How to Run a Summary Report for ACA Forms

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. 
ACA_summary_report_screen_1.png

3) Select either All Payers or a specific payer from the Select Payer (Company) drop-down menu. 
ACA_summary_report_screen_2.png

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.


                 

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