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Web Procedure Manual

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Viewing Reconciliation Reason Summary (Report 9)

The 9. Reconciliation Reason Summary option on the Reports Selection page allows users to view the Reconciliation Reason Summary report. This report provides information regarding the cause of the discrepancies that were identified during the reconciliation process for a single quarter.

To View a Reconciliation Reason 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 9. Reconciliation Reason Summary.
  3. Select the GO button to display the 9. Reconciliation Reason Summary page.

    Reconciliation Reason Summary Report 9 Page

  4. Complete the following fields on the 9. Reconciliation Reason Summary page:

    Year

    Quarter

    Carrier

    Enrollment Code

    Payroll Office ID

    Agency

    Personnel Office ID

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

    OR

    Select the Reset button to clear all data entered.

    Reconciliation Reason Summary Report Page

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

    Payroll Office

    Carrier

    Code

    Agency

    POI

    Reason

    Total

    Total Errors

    Total Records

  7. Close the report to return to the 9. Reconciliation Reason 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 Carrier Gain/Loss Summary (Report 8)

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)