Manage Reporting Groups in the Integrated Workbook

You can create and upload reporting groups using the integrated Microsoft Excel workbook.

The basic process for managing reporting groups using the integrated workbook is:

1. Generate the workbook.

2. Create reporting groups and add details to existing groups.

3. Upload edits.

4. Resolve errors.

Generating the Workbook

In the Plan Configuration work area:

1. In the Tasks panel drawer, click Manage Reporting Groups to open the Manage Reporting Groups page.

2. In the Search Results section, click Prepare in Workbook.

Creating Reporting Groups and Adding Details

The workbook columns and choice lists are the same as the fields and choice lists on the Edit Reporting Groups page.

• Create a reporting group.

  1. Associate benefit programs and plans with the reporting group.

  2. Select which regulatory bodies and regulations govern the reporting group.

• Add details to existing reporting groups. For example, associate an additional program with an existing reporting group.

  1. Enter the name of the reporting group in the Component Program section.

  2. Select the program.

  3. Enter the effective start date.

Note: You can't edit existing data for a reporting group in the workbook. However, you can edit existing reporting group data on the Manage Regulations page.

Uploading Edits

After you complete your edits, click Upload to load into the application database those rows that are marked as Changed.

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

1. Rolls back the change in the application database

2. Sets the workbook row status to Upload Failed

3. Continues to the next workbook row

To view and resolve an error:

1. Double-click Update Failed in the Status field.

2. Fix any data issues in the workbook.

3. Upload the latest changes.