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Comparative Reporting & Analysis (CR&A)

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Presentation on theme: "Comparative Reporting & Analysis (CR&A)"— Presentation transcript:

1 Comparative Reporting & Analysis (CR&A)
My CR&A – Save and Retrieve Functionality 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 8/18/2010

2 Saving Reports Note: The Daily Absence Report does not need to be saved. It is automatically generated through individual access selections on the Registration Form. Claim Status Report Build your report. On the Summary page, create a name for the report and click Save. Your report wizard will now be saved. The description field is not necessary, but is helpful if you want to use the same Report Name for different policies or divisions. Note: On Express Wizards, the Summary page is accessed thru the “Save” button at the bottom of the wizard page.

3 My CR&A Features - Overview
My CR&A is an additional feature that maximizes time and increases efficiency. My CR&A tools allow the user to access saved reports, open completed reports, and customize the Home Page for one-click access to report wizards. Favorite CR&A Reports are added by accessing Customize My CR&A. Saved and Completed reports will be found in My CR&A.

4 Completed Reports Click View to download the report.
Reports can be sorted by Report Name, Description, Output Size, or Run Date. Sorting is particularly helpful when there are multiple versions of the same report. You should delete old reports that are no longer needed. Note: The Daily Absence Report would appear on this page. Note: The Daily Absence Report would appear on this page. DIAR Open Leaves

5 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.


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