Web Procedure Manual

Viewing Reconciliation Action Summary (Report 10)

The 10. Reconciliation Action Summary option on the Reports Selection page allows users to view the Reconciliation Action Summary report. This report provides information regarding the action to be taken to correct the discrepancies identified during the reconciliation process for a single quarter.

To View a Reconciliation Action 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 10. Reconciliation Action Summary.
3. Select the GO button to display the 10. Reconciliation Action Summary page.

   

4. Complete the following fields on the 10. Reconciliation Action Summary page:

   Year

   Quarter

   Carrier

   Enrollment Code

   Payroll Office ID

   Agency

   Personnel Office ID

   Action Code

   Order By 1st

   Order By 2nd

   Order By 3rd

   Order By 4th

   Order By 5th

   Order By 6th

   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 Reconciliation Action Summary report in the selected format. The Reconciliation Action Summary report is displayed.

   OR

   Select the Reset button to clear all data entered.

   

   The data in the Reconciliation Action Summary report is categorized into the following fields:

   Payroll Office

   Carrier

   Code

   Agency

   POI

   Action

   Total

   Total Errors

   Total Records

7. Close the report to return to the 10. Reconciliation Action Summary page.