What is the best way for an administrator to provide the Benefits Manager with quarterly reports on all employees who completed Benefits training?

The most effective method for an administrator to ensure that the Benefits Manager receives quarterly reports on all employees who completed Benefits training is to ensure that "Apply Owner Constraints" is selected in the report's Properties before emailing. This setting is crucial because it limits the report to only show data that the Benefits Manager is authorized to see, ensuring data security and relevance. By applying these constraints, the report becomes tailored specifically to the intended recipient, providing a focused dataset that reflects the training completion relevant to the Benefits Manager's oversight.

While automated emails and manual data compilation can seem like viable options, they lack the precision and security that applying owner constraints provides. Automated emails may still send irrelevant data or be sent to the wrong audience, while manually compiling data can be time-consuming and prone to errors. Sending the report to the supervisor does not directly address the need for the Benefits Manager to access essential information for their role. Therefore, applying owner constraints is the most effective approach for ensuring the accuracy and security of the training completion data.