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CLER for Carriers

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Viewing Enrollment Change Summary (Report 7)

The 7. Enrollment Change Summary option on the Reports Selection page allows users to view the Enrollment Change Summary report. This report lists additions and changes in enrollment between carriers and enrollment codes when comparing 1 quarter to any prior quarter.

To View an Enrollment Change Summary Report:

  1. Select the Reports tab on the CLER Main Menu. The Reports Selection page is displayed.

    Reports Selection Page

  2. Select the drop-down menu on the Reports Selection page and select 7. Enrollment Change Summary.
  3. Select the GO button to display the 7. Enrollment Change Summary page.

    Enrollment Change Summary Report 7 Page

  4. Complete the following fields on the 7. Enrollment Change Summary page:

    Year From

    Year To

    Quarter From

    Quarter To

    Payroll Office ID

    Carrier

    Enrollment Code

    Check Box to Create Report Without Totals

  5. Select 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.
  6. Select the Submit button to display the Enrollment Change Summary report in the selected format. The Enrollment Change Summary report is displayed.

    OR

    Select the Reset button to clear all data entered.

    Enrollment Change Summary Report Page

    The data in the Enrollment Change Summary report is categorized into the following fields:

    Carrier

    Code

    From (Quarter/Year)

    To (Quarter/Year)

    Change #

    Change %

    Enrollees (New/Add)

    Enrollees (Left/Drop)

    Total Records

  7. Close the report to return to the 7. Enrollment Change Summary page.

See Also

Viewing Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Discrepancy Summary (Report 2)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation (Report 4)

Viewing Payroll Office Enrollment Transmission (Report 5)

Viewing Carrier Enrollment Transmission (Report 6)

Viewing Carrier Gain/Loss Summary (Report 8)

Viewing Reconciliation Reason Summary (Report 9)

Viewing Reconciliation Action Summary (Report 10)

Viewing Reconciliation Summary (Report 11)

Viewing Carrier Discrepancy Listing (Report 12)

Viewing Pay Period Transmissions Payment Amounts (Report 13)