HP Dues Paid Report

Overview of HP805

The HP Dues Paid report allows you to generate a listing of policy dues paid within a date range you specify. The report is generated for a single policy, and you can opt to run it for all remitters or for a single remitter on that policy. The report output includes information such as the policy number, plan description, plan administrator, remitter PIN, remitter name, transaction date, transaction type, transaction amount, paid thru date and premium balance due. To run this report:

• From the DDI-Connect main menu, double-click Health Policy
• Double-click Reports
• Double-click 805 - HP Dues Paid Report. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Start date	Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date
End date	Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date
Policy #	Enter the policy number that you wish to report against
Remitter	If you wish to run the report for a particular remitter, you can do so here. Click the drop down to select the remitter, or leave the field blank to report against all remitters attached to this policy

Print Options

After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.

Option	Description
Printer	Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise
Format	Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page
Memo	If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension
View Report	This option generates a pdf file that is displayed on the screen when the report is generated
Archive Report	If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer
Print Report	If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen
Print via PDF	Prints directly to your printer.
Email	This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient
Duplex/Top	Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur
Duplex/Side	Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur
Green bar	Adds shaded, horizontal bars to the report, making it easier to read across columns
No dialog	Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
Extra copies	If you want extra copies of the report generated, type the number in this field

Click Start. The system will generate the report based on the parameters you selected, and display the results.