Report Build Checklist:
Every Essential report should be reviewed by a Cogito team member.
Criteria
Check for Provider, Departments, Locations parameters.
These need to be swapped to either Login Department or a Benefis department record.
Use your TB time with your applications to talk through what makes the most sense given the use-case of the report.
Some report templates may not have a "Login Department" option which means you should just plug in an example Benefis department.
Example: non-dynamic provider criteria
Example: dynamic provider criteria
General tab:
Make sure the name & description are appropriate. Feel free to modify to match Benefis terminology.
Add the Essential tag to mark the report as Essential for go-live
The Essential tag helps ensure we don't hide this report when we go to hide out of scope content at the end of build.
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Last Saved: 4/18/2023 8:32:00 AM
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