CLER for Carriers

Viewing Carrier Gain/Loss Summary (Report 8)

The Carrier Gain/Loss Summary (Report 8) option on the Reports Selection page allows users to view the Carrier Gain/Loss Summary report. This report provides information regarding the movement of enrollees between carriers and plans (enrollment codes) when comparing one quarter to any prior quarter.

To View a Carrier Gain/Loss Summary Report:

1. Select the Reports tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.

   

2. The Reports Selection page is displayed.

   

3. Click the drop-down menu on the Reports Selection page and select Carrier Gain/Loss Summary.
4. Click GO to display the Carrier Gain/Loss Summary (Report 8) page.

   

5. Complete the fields on the Carrier Gain/Loss Summary (Report 8) page.

   Field	Instruction/Description
   Year* From	Required, default Select the year that begins the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Year* To	Required, default Select the year that ends the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Quarter* From	Required, default Select the quarter that begins the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Quarter* To	Required, default Select the quarter that ends the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Carrier*	Required Select the carrier code from the drop-down menu.
   Enrollment Code	Optional Select the enrollment code from the drop-down list.
   Payroll Office ID	Required Select the payroll office identification number from the drop-down menu.
   Check box to create report without totals	Optional Select this check box to omit totals from the report.

6. Click the drop-down menu at the bottom of the page and select one of the following format options:
   • Display the report
   • Save report as a spreadsheet
   • Save report as a text file
7. Click Submit to display the Carrier Gain/Loss Summary report in the selected format.

   OR

   Click Reset to clear all data entered.

   

To return to the Carrier Gain/Loss Summary (Report 8) page, close the report.