Web Procedure Manual

Viewing Carrier Gain/Loss Summary (Report 8)

The 8. Carrier Gain/Loss Summary 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 1 quarter to any prior quarter.

To View a Carrier Gain/Loss Summary Report:

1. Select the Reports tab on the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu. The Reports Selection page is displayed.

   

2. Select the drop-down menu on the Reports Selection page and select 8. Carrier Gain/Loss Summary.
3. Select the GO button to display the 8. Carrier Gain/Loss Summary page.

   

4. Complete the following fields on the 8. Carrier Gain/Loss Summary page:

   Year From

   Year To

   Quarter From

   Quarter To

   Carrier

   Enrollment Code

   Payroll Office ID

   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 Carrier Gain/Loss Summary report in the selected format. The Carrier Gain/Loss Summary report is displayed.

   OR

   Select the Reset button to clear all data entered.

   

   The data in the Carrier Gain/Loss Summary report is categorized into the following fields:

   From (Quarter/Year) Carrier

   From (Quarter/Year) Code

   To (Quarter/Year) Carrier

   To (Quarter/Year) Code

   Enrollment Changes Added

   Enrollment Changes Added %

   Enrollment Changes Dropped

   Enrollment Changes Dropped %

   Total Records

7. Close the report to return to the 8. Carrier Gain/Loss Summary page.