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This information is provided as a general guideline only. Your company may have its own unique processes and procedures that are different than those shown below. Contact your company's Human Resources or Employee Relations department for specific instructions.
How does Report Archive work?
How long are archived reports available on the site?
What output format are the reports created in?
Can I change the reports I receive within the scheduled reporting package?
Can the scheduled frequency for the reports I receive be changed?
How do I find a complete listing of the reports that are included in the report package that I receive?
What output format are the reports created in?
What reporting period is used for quarterly, semi-annual, and annual reports?
When will my scheduled reports be available on the web site?
Are there minimum browser requirements?
Are there minimum PC and network requirements?
Can I receive all my reports in HTML, PDF , or Excel format?
How can I save the report I created using the On-demand Report Tool in Acrobat Reader, or Excel to my hard-drive?
How can I save reports that are generated in HTML to Excel?
How does Drill Down work?
How do I give or remove access to others in my company to the on-line reports?
How should I set the font size on my screen for best viewing?
I'm having trouble downloading Adobe Acrobat Reader. What do I do?
Is it safe to view my report information over the Internet?
What are the minimum Microsoft Office requirements?
What do the blue underlined items on my reports mean?
What printer settings are optimum for printing reports?
Who do I call when I have a question about the reports or the information that they contain?
Who do I call when my reports are unavailable or I can't access the site during the days and times it should be available?
Why do some photographs and other graphics display poorly?
Why is the page cut off at the bottom?
Does the "Run On-Demand" link on the Current Report Inventory allow me to change the parameters on my scheduled reports?
How often is the data refreshed?
Where does the information contained in the drop down list in the On-Demand Report Tool come from?
How does Report Archive work?
The Scheduled Report which you find on the Current Report Inventory is moved to archive each time a newer version of that report is created. The archived period for each report is controlled by the system. Reports will remain on the web site either on the current report inventory or report archive pages based on the archive period.
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How long are archived reports available on the site?
The archive period is based on the scheduled frequency of the report.
| Daily |
Weekly |
Monthly |
Quarterly |
Semi-annual |
Annual |
| 30 days |
90 days |
12 months |
12 months |
2 years |
3 years |
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What output format are the reports created in?
Reports are automatically generated for you in HTML. This format was chosen because it is the best format for viewing reports on the web. You can also save HTML reports to your desk top in Excel.
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Can I change the reports I receive within the scheduled reporting package?
Your report package is designed to provide a comprehensive set of reports to meet your information requirements, based on your specific health plan. Reports within a report package cannot be selectively included or excluded within a report package.
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Can the scheduled frequency for the reports I receive be changed?
You may choose to have your reports scheduled to run on a monthly, quarterly, semi-annual and annual basis. The Check Register report is scheduled to coincide with your check cycles. Contact your Account Manager for assistance.
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How do I find a complete listing of the reports that are included in the report package that I receive?
You can find a complete listing of the reports that your company is scheduled to receive by selecting My Reports from any Perspectives page.
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What output format are the reports created in?
Reports are automatically generated for you in HTML. This format was chosen because it is the best format for viewing reports on the web. You can also save HTML reports to your desk top in Excel.
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What reporting period is used for quarterly, semi-annual, and annual reports?
Quarterly, semi-annual, and annual reports are based on your plan year.
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When will my scheduled reports be available on the web site?
Your scheduled reports that are scheduled to run on a monthly, quarterly, semi-annual or annual basis will be posted to the Current Report Inventory by the 5th business day of each month. Reports that are scheduled on a more frequent basis will be available the next day.
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Are there minimum browser requirements?
Currently Internet Explorer is the only supported browser.
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Are there minimum PC and network requirements?
For best results, we recommend:
Pentium II processor
256 Mb of memory
Microsoft Windows operating system
High-speed Internet access (cable modem, DSL, or dedicated T1 circuit)
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Can I receive all my reports in HTML, PDF , or Excel format?
All reports in your Current Report Inventory and Archived Report Inventory are in HTML format. On-Demand Reports are in the format you select (HTML, PDF, or Excel) except for the Reinsurance and Specific Reinsurance reports which are not available in Excel.
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How can I save the report I created using the On-demand Report Tool in Acrobat Reader, or Excel to my hard-drive?
From the toolbar within each product, select File then Save. Enter the location where you want to save the file (Save in:) and the name of the file (File Name) and press Save.
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How can I save reports that are generated in HTML to Excel?
- Select the link to the report that you would like to save in Excel from the Current Report Inventory or Archive Report Inventory.
- This will open a new window with the selected report displayed.
- On the tool bar located at the top of the new window, select "File".
- From the "File" drop down, select "Save As...".
- This will open a new window, "Save Web Page".
- Change the "Save in" to the location where you would like to save the report.
- Change the "File _name" to the name of the file that you desire.
- Change the "Save as type:" to "Web Page, HTML only (*.htm.*html).
- In Excel, open the saved file.
If you receive a merged cells message when trying to sort, select Format from the tool bar, select Cells, select the Alignment tab, then uncheck Merge Cells under Text Control.
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How do I give or remove access to others in my company to the on-line reports?
The Employer Contact has authorization to grant permission to the Perspectives product using the Manage User Authorizations feature of the web site.
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How does Drill Down work?
Drill down gives you the ability to see the detail behind the report. By clicking on the item underlined in blue you generate a new report that provides this information. This feature is available for reports in your Current or Archived report inventories as well as any reports you run On-Demand while connected to our website.
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How should I set the font size on my screen for best viewing?
The Screen Resolution indicator should be set at 800 x 600 or higher.
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I'm having trouble downloading Adobe Acrobat Reader. What do I do?
Adobe® Acrobat® Reader® is free, and freely distributable, software that lets you view and print Adobe Portable Document Format (PDF) files. With Acrobat Reader, you also can fill in and submit PDF forms online, as well as download encrypted content from the Web and unlock it with Web Buy. If you are having difficulties, please visit their web site for additional information.
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Is it safe to view my report information over the Internet?
We take your privacy seriously. For your protection, Benesight relies on secure sockets layer (SSL) encryption technology. The industry standard, SSL encryption technology is among the safest software available today for secure transactions. It encrypts all the personal information you send and receive so someone else can't read it as it travels over the Internet. If you have ever used your credit card on a Web site, chances are you've used the same technology!.
If your browser is set up to alert you, then you may get a warning message when you enter Benesight. This message tells you that you are about to enter a secure site. Even if you do not get this alert box, Benesight is still secured.
To complete your protection, remember to guard your selected user name and password. This is your personal lock on all your information. You also need to be careful if you are using the Internet at a public place, such as the library or your place of business. Just remember to log out of Benesight by clicking on the logout button in the upper right corner of the site. This will prevent someone else from looking at your data. It's just like leaving your keys in the car ... be sure to take them with you when you leave!
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What are the minimum Microsoft Office requirements?
Perspectives has been developed for use with Microsoft Office 2000 ( Excel).
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What do the blue underlined items on my reports mean?
This indicates drill down functionality.
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What printer settings are optimum for printing reports?
Most Perspectives reports require printing on legal paper in landscape format. In order to set up your printer to automatically utilize these settings, do the following:
- Under your start button, select Settings, then Printers.
- Right click on your printer and select Properties.
- Select the Advanced tab, then select Printer Defaults.
- Change the Orientation to Landscape and select Advanced in the lower right hand corner.
- From the drop down next to Paper Size, select Legal, then OK.
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Who do I call when I have a question about the reports or the information that they contain?
Documentation for each report is available to you. If you are unable to find the answer to your questions, you can use our online secure mail or contact your Account Manager for assistance. Your questions will be considered for future documentation updates. We encourage your questions for answers to specific questions regarding your reports and the information contained in those reports.
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Who do I call when my reports are unavailable or I can't access the site during the days and times it should be available?
You can use our online support by clicking on contact us link in the left column or contact your Account Manager for assistance.
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Why do some photographs and other graphics display poorly?
Benesight tries to maintain a good balance between high color, attractive graphics and fast, simple page design. Some Internet Service Providers, such as AOL, will compress and cache graphics. Compression reduces the size of graphics. Caching stores them on your hard drive. This conserves your provider's server capacity and improves your Internet session. The bad news is it can also reduce the number of colors in graphics and make them look blotchy. Unfortunately, there is often no way to fix this on your computer.
One thing you can control is graphic compression. You can change your AOL preferences to set your graphic compression to 100% (no compression). This will allow the Internet graphics to display as they were intended.
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Why is the page cut off at the bottom?
We designed our site for the resolution and font settings which fit the majority of computers that visit our site while giving us a good amount of space to display information. Most computers and monitors made within the last decade can be reset to these specifications:
Windows 01/01/NT/2000
Click on Start, then Settings, then Control Panel, then Display, then Settings. Or, click your right mouse button on any empty area on the desktop. Select Properties, then Settings. Slide the desktop area screen resolution indicator up until 800 x 600 or higher is displayed. Use the drop down menu under font size to select small fonts. Click Ok and you're ready to go! If you can't select it, or if you get an alert box explaining your system can't display that resolution, then you won't be able to view our entire site.
Windows XP
Click on Start, then Settings, then Control Panel, then Display, then Settings. Or, click your right mouse button on any empty area on the desktop. Select Properties, then Settings. Slide the desktop area screen resolution indicator up until 800 x 600 or higher is displayed. Select the Appearance tab and select small fonts. Click Ok and you're ready to go! If you can't select it, or if you get an alert box explaining your system can't display that resolution, then you won't be able to view our entire site.
Mac OS
From your lower left toolbar, click on the icon for Multiple Scan Display. Choose the display settings closest to 800 by 600.
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Does the "Run On-Demand" link on the Current Report Inventory allow me to change the parameters on my scheduled reports?
The Run On-Demand link is another avenue for quick access to the On-Demand Report Tool. The parameters used to produce your scheduled reports are managed by the Perspectives product and cannot be modified.
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How often is the data refreshed?
One of the exciting features of the On-Demand Report Tool is whatever we process for your account will be available for reporting the very next day.
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Where does the information contained in the drop down list in the On-Demand Report Tool come from?
The options available for you to choose from are specific to your health plan. Changes to your health plan will be automatically updated the next day to the drop down list.
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