3.1 Running New Reports

New reports may be run at any time and are available immediately. There is no limit to the number of reports that may be created.

To run a new report, click the Analysis and Reporting tab at the top of the page. A list of recent reports is displayed with links for creating a new Claims Review Report, Trend Analysis Report, Risk Analysis Report, or Plan Model:

Claims Review is typically run yearly, quarterly, or monthly and provides an overall analysis of plan activity for a specific group and time period. Trend Analysis provides information similar to Claims Review broken down quarter over quarter and is most often run over the entire claim set for a specific group.

Plan Models let you analyze modified plan designs by simulating historical claims activity.

After selecting the type of report to run, select the group, time period, and other optional customization elements:

The following elements are called out in the diagram above:

The group or organization to analyze. Selecting a group organized by division or child organization will display a separate list where you can select all child organizations or a specific one.
The time period to analyze; only claims within the range specified will be included in the analysis. You can adjust this value after the report has been created.
You may be presented with a list of plans and coverage areas. By default, all plans and coverage areas are included. Use the check boxes to exclude specific plans or coverage areas from the analysis.

Reports are typically available within a minute but can require significantly more time for large groups or long time periods, while reports run on small groups or short time periods can run in seconds.