Portal Automation

Custom Report Generator

Drives the BenefitsJunction admin portal end-to-end to build and download a Demographics report with complete field reordering and generation.

Launches Microsoft Edge WebDriver and navigates to the Admin Portal login page.

Authenticates with credentials, selects target Client Name from dropdown, and loads Custom Reports.

Navigates portal iframes, selects Demographics, customizes fields, and submits report generation with date parameters.

Monitors 'Previously Generated Reports' queue until status changes to Completed, then automatically downloads the Excel file.

Configurable fields

Edge WebDriver Path

Portal URL

Username

Password

Client Name(must match dropdown exactly)

Report Name

Report Effective Date(M/D/YYYY format)

Ready

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