Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

How to Generate/CREATE a Report (Census) for Insurance Renewal?

(0) ShareShare
ReportReport
Posted on by

I am a 1st time and 1st day user.  How do you GENERATE/CREATE a Report (needed for insurance renewal) using GP?  Is there a video that shows you how to do it? 

Headers:

Name, Sex, DOB, DOH, Work Status, Home ZipCode, Medical Plan, Medical Tier, Dental, Vision, Occupation, Salary and Life Insurance

The Payroll Manager is out until Wednesday and I need asap.  Help!  Thanks.

*This post is locked for comments

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: How to Generate/CREATE a Report (Census) for Insurance Renewal?

    Hi,

    That's a pretty tall order, but hey, I've always told my clients that if they would put the data in - I could get it out. The first thing I would suggest is to find the window where the data you want is displayed. If this is day 1 of forever, that's an even taller order. I don't have time right now to hunt it down, but we've got lots of HR experts here. I suppose my first question, just to make sure,  Is your company in fact using HR? Go to Cards | Human Resources | Employee Benefits | Health Insurance:

    Benefits-window.png

    The Health Insurance Enrollment window will open. Scroll through the records using the browse buttons in the lower left-hand corner of the window and see if you have any information. If you do, then you're using HR to some extent.

    Benefits-window.png

    That's all I've got time for right now. Let us know what you find.

    Kind regards,

    Leslie

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans