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How to Export Enrollment Data to Excel

How to Export Enrollment Data to Excel

Owned by Knowledge Assistant
Mar 19, 2021
Description of Issue
  • How can we export enrollment data to Excel? 
  • How can we export enrollment cost information to Excel? 
Context
  • Munis
  • Employee Benefit Enrollment
  • Reporting
  • Excel
Cause
  • Informational 
Resolution
  1. Navigate to the program Employee Benefits Enrollment
    • Located in Munis > Human Resources/Payroll > Human Resources > Benefits Administration > Benefits Enrollment > Employee Benefits Enrollment
  2. Select Search
  3. Define your Benefit Year in the field Benefit Year
  4. Select the Excel icon in the ribbon
  5. Select Define
  6. Define your included criteria
  7. Select Export
  8. Choose your included fields
  9. Select Accept
Additional Information
  • Please reach out to Munis HR Support with any follow up questions