This report groups and totals its output by unit, location, and group.

Individuals appear in the report only if they are covered on the effective date for plan type MED, DEN, or VIS. With custom options, you can optionally trigger inclusion for people who only have STD or Flex.

Coverage conditions default to currently enrolled people, but can be set to include terminated employees (as of effective date of report). COBRA people are excluded by default, but can be included if desired.

If terminated employees are not included, no coverage episodes will appear that are not currently active or were active as of the effective date of the report.

If an included employee has flex coverage or STD coverage, an F or an S (or both) will appear in the "Other" column.

If the "List Dependents" box is checked, all dependents active as of the effective date of the report will be included under the corresponding employees on their own lines. Coverage type is taken into account as well as Dependent Termination Date when deciding if a dependent is active.

This report will list lines of coverage that begin after the effective date if at least one type of coverage for the individual is actually active as of that date.