Every Essential report should be reviewed by a Cogito team member


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Report Build Checklist



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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