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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 Main Menu. The Reports Selection page is displayed.

    Reports Selection Page

  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.

    Carrier Gain Loss Summary Report 8 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.

    Carrier Gain Loss Summary Report Page

    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.

See Also

Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Discrepancy Summary (Report 2)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation Reconciliation (Report 4)

Viewing Payroll Office Enrollment Transmission (Report 5)

Viewing Carrier Enrollment Transmission (Report 6)

Viewing Enrollment Change Summary (Report 7)

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)