5.1 Running New Trend Analysis Reports

To run a new Trend Analysis report, click the Analysis and Reporting tab at the top of the page - a list of recent reports is displayed. Select the Trend Analysis area:

The subsequent screen is used to configure various aspects of the report including the group to analyze, the report time period, and the plans and coverage areas to include in the report.

When you select a group the plan year is displayed toward the bottom of the page along with the group's first and last paid dates.

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.

Click the Create button once the report is configured appropriately.

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.