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Viewing Discrepancy Summary (Report 2)

The Discrepancy Summary (Report 2) option on the Reports Selection page allows users to view the Discrepancy Summary report. This report provides a comparison of the number of enrollee records with discrepancies occurring in one quarter with those that occurred in any other quarter.

To View a Discrepancy Summary Report:

  1. Select the Reports tab at the top of the CLER Main Menu.The Reports Selection page is displayed.

    Reports Selection Page

  2. Click the drop-down menu on the Reports Selection page and select 2. Discrepancy Summary.
  3. Click GO to display the Discrepancy Summary (Report 2) page.

    Discrepancy Summary (Report 2) Page

  4. Complete the fields on the Discrepancy Summary (Report 2) page.

    Field

    Instruction

    Year* From

    Optional, default

    Select the year that begins the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.

    Year* To

    Optional, default

    Select the year that ends the range of reconciliation years from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.

    Quarter* From

    Optional, default

    Select the quarter that begins the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.

    Quarter* To

    Optional, default

    Select the quarter that ends the range of reconciliation quarters from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.

    Payroll Office ID*

    Required

    Select the payroll office identification number from the drop-down menu.

    Carrier

    Optional

    Select the carrier code from the drop-down menu.

    Enrollment Code

    Optional

    Select the enrollment code from the drop-down list.

    Fail Count From

    Optional, numeric, 3 positions maximum

    To search for enrollee records by a specific fail count number, enter the number, then proceed to the To field.

    To search for enrollee records by a range of fail count numbers, enter the number that starts the range, then proceed to the To field.

    Fail Count To

    Optional, numeric, 3 positions maximum

    To search for enrollee records by a specific fail count number, enter the number that was typed in the From field.

    To search for enrollee records by a range of fail count numbers, enter the number that ends the range.

  5. Click 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. Click Submit to display the Discrepancy Summary report in the selected format.

    OR

    Click Reset to clear all data entered.

    Note: To return to the Discrepancy Summary (Report 2) page, close the report.

    Discrepancy Summary Report

    Field

    Description

    Payroll Office ID

    System generated

    Displays the payroll office identification number.

    Year/Quarter From

    System generated

    Displays the reconciliation year/quarter that begins the range of reconciliation years/quarters.

    Year/Quarter To

    System generated

    Displays the reconciliation year/quarter that ends the range of reconciliation years/quarters.

    Change Actual

    System generated

    Displays the number that indicates the actual changes in values between prior and current reconciliation years/quarters.

    Change Percentage

    System generated

    Displays the percent changes in values between prior and current reconciliation years/quarters.

    Total Enrollee Records

    System generated

    Displays the total number of enrollees that meet the criteria entered on the Discrepancy Summary page.

    Total Matches Found

    System generated

    Displays the total number of matched records that meet the criteria entered on the Discrepancy Summary page.

    Total Discrepancies Found

    System generated

    Displays the total number of records with discrepancies that meet the criteria entered on the Discrepancy Summary page.

    Total Discrepancies Reconciled

    System generated

    Displays the total number of reconciled records that meet the criteria entered on the Discrepancy Summary page.

    Percent Discrepancies Reconciled

    System generated

    Displays the percentage of records reconciled to total discrepancies that meet the criteria entered on the Discrepancy Summary page.

See Also

Viewing Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation (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 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)