Web Procedure Manual

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 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 7. Enrollment Change Summary.
3. Select the GO button to display the 7. Enrollment Change Summary 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.

   

   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.