General Reporting
What do you call the menu to access the reporting functions?
System Menu or Hamburger Menu
This report can be generated by either masking or unmasking the Cert Holder’s SSN. Our best practice is to run the report with masked SSN.
Payroll Summary Report
Where on the register page do I look for the report instance to appear?
At the top of the page
What is the pathing to pull an Internal Census Report?
System/Hamburger Menu > Exports > Gear Icon > New > Change drop down to Internal Census
Where do you pull Draft Bills from?
Group level Account-Transactions page
What enrollment status is excluded from reports?
Invalid status
What kind of Payroll Summary Reports can we pull? (Hint: 2 Types)
Masked or Unmasked
What is the pathing to the Premium Change Reports?
System/Hamburger Menu > Tools > Reports > Premium Change Report(s)
What data does the Internal Census Report show?
The Internal Census Report is an Excel file that displays a list of active and/or inactive members for a single group, several groups, or all groups under a specific product based on parameter selections.
What must be selected when pulling a Draft Bill from the Generate Invoices screen?
Draft Box
Where can you go to find detailed instructions on how to run/view reports?
Reports User Guide found in the Converge Knowledge Base
What is the pathing to pull a Payroll Summary Report report?
System/Hamburger Menu > Tools > Reports > Payroll Summary Report(s)
What report details any change to a Cert Holder’s premium within a given date or date range?
Premium Change Report
Where on the page do I look for the report instance to appear?
At the top of the screen
What format should the Draft Bill be saved as to attach to your completion email to the IP?
.PDF - Landscape view
Payment amounts are reconciled against the billed amount for each member on a regular basis. What type of Bill Type is this?
List Billed
The Payroll Summary report is used to complete what revisable form at the end of your New Business Project?
SOA
The Premium Change Report is itemized by member with all coverage underneath. True/False?
False. Itemized by Coverage, and then by name
When putting in a date range for your Internal Census Report, which Coverage Start/Stop fields do you use?
Coverage Start - From Date
Coverage Stop - From Date
Where on the page do I look for the report instance to appear?
At the Bottom of the Transactions Screen
How soon do changes appear on reports in converge?
Same day/instantly
Payroll Summary Report needs to be attached to the New Business Case in AWD? True/False
True - Used for IP SOA review
Premium Change Report can be dated back 30 or 60 days?
30
Member Processor does not have the option to mask or unmask SSN on the report. True or False?
What 2 ways can you pull the Draft Report?
Coverage & Component