1. Comparative Reporting & Analysis (CR&A)
Express Reporting Wizard
For sample use only. Reports do not reflect actual client information or all of the products or options available for each report.
©2010 Unum Group. All rights reserved. Unum is a registered trademark and marketing brand of Unum Group and its insuring subsidiaries.
Revised by CRS 1/6/2010

2. Features of the CR&A Reporting Wizard
Single-page wizard. You can just press run to create a report!
Claim Status Report
Don’t like your selections?
You can
Reset or
Cancel your report.
Default is Open claims.
Default is Partial SSN.
Details for each section to follow.
Special indicators allow searches and selections without having to navigate through multiple wizard screens!
3 sections are shown:
Company Information,
Claims,
and
Other Options
Please Note: This presentation uses the Claim Status Report to demonstrate how to run a report. If you have any questions about a specific report wizard, please call us at

3. Company Information Make as many or as few choices as you need.
See next slide for tips on searching.
Company: This is pre-populated according to user security.
___________________________________
Benefit Types: Check boxes are automatically selected – report will include all available benefit types related to user security.
Only the Benefit Types that apply to the Company will appear.
TIP: If you have access to multiple products and you only want your report to include LTD policies, uncheck every box except LTD.
Policy Number/Division/Party Number/Report Group:
Users see information that is applicable to their security access (e.g., If user only has FMLA access, Policy Number and Division entry fields will not be seen.)
TIP: If you want All, make no selections and proceed to the Claims section. Otherwise, enter associated number, name, or use the magnifying glass search symbol to make choices.
The Division and Report Group fields can only be used when the user selects a single Policy or Party Number.
TIP: Criteria can be searched by Name or Number.
Claim Status Report
Make as many or as few choices as you need.

4. Company Information – Tips On Searching
Wild card searches can be performed by entering the range-appropriate “piece” of criteria, preceded and/or followed by an asterisk (*).
In the example to the left, the number 001 followed by an asterisk (001*) searches for all entities that begin with If the search criteria was preceded and followed by an asterisk (*001*), the search would be for all entities that contain 001.
This brings up all items within a range, so long as the range itself is not too large (i.e., search results that number over 50 items).
You can either make or remove selections by double-clicking, or by single-click + Add (or Remove) your choice(s).

5. or, provide specific, customized dates in the date text boxes
Claims Section
Accept the default for Open claims, or choose All, New, or Closed claims.
Choose review period from drop-down selections...
or, provide specific, customized dates in the date text boxes
Please note that Status: All only allows selection via the From date.
Open claims are open as of the “Data as of” Date
Closed claims have been closed within the specified timeframe.
New claims have been received by Unum within the specified timeframe.
All claims are based on a combination of the New, Open and Closed claims criteria:
For example, a starting date of 11/1/2008 and the “Data as of” date is 12/03/2008, would include:
all New claims received from 11/1 – 12/3;
all claims which are Open as of 12/3; and
all claims that were Closed from 11/1 – 12/3.

6. Other Options – Advanced Selection Criteria
Make choices.
If you have access to Social Security Numbers, you will see a SSN Display section. Your available choices will be based upon your SSN security access level.
Output Type options are HTML or Unformatted Excel (ready for merging with other data sources).
The default output is HTML because of the valuable header and footer information, as well as drill-down capability.
Note: Protect customer’s private information by not giving a recipient more info than what the recipient is permitted to view.

7. Technical Support Assistance
Need More?
Technical Support Assistance
Call Option 3 OR
Send an to
Required Information
Name
User ID
Phone Number
Issue
Error Location (e.g., In Wizard? Or In Report?)
Report Name
Report Criteria (user choices on wizard Selection and Summary screens; included on printed reports)
Serial Number (only found in footer on printed reports)
Documenting the facts resolves your issue faster and
assists coworkers if they experience similar issues.