From the Home Page access the Admin Dashboard screen and click the Reports tab.
View System Reports
Use this process to view system reports.
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From the Home Page access the Admin Dashboard screen and click the Reports tab. |
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There are four types of reports: Enrollment, Eligibility, SHOP, and System Operations reports.
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Process Steps
To view system reports:
1. Click the Reports tab on the Admin Dashboard screen.
· The Reports tab is displayed.
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The Reports tab displays a list of reports available for viewing. The list includes the report number, category, name and frequency. Reports can be filtered by category and frequency. |
2. Click the Report Number link of the report to open it.
· The report is opened as a PDF file.
3. To filter the reports, select the filter options available. Filter options are specific to each report type.
These are all the reports available in the system, a description of their information, which roles have access to them, how often they are generated and how can they be filtered or sorted.
Report Number |
Name |
Description |
Roles with Access |
Frequen-cy |
Filter |
REP-BRO-01 |
Broker and Non-Broker Enrollments by Group Size |
Shows the overall brokered and non-brokered (employers without a broker) account enrollment and renewal statistics by employer group size to present month. |
· Broker/SHOP Admin · Exchange System Admin |
Monthly |
· Agency name textbox |
REP-BRO-02 |
Product by Broker Enrollment |
Shows enrollment information (year to date) by product, including issuer, plan name (QHP), employer, and number of lives enrolled. |
· Broker/SHOP Admin · Exchange Admin, Broker |
Monthly |
· Broker certification ID number textbox |
REP-BRO-03 |
Broker Book of Business |
Displays a broker’s group enrollments, employer contact information, and plan selection. Groups that did not use a broker are not included in this report. |
· Broker/SHOP Admin · Exchange System Admin · Broker |
Monthly |
· Broker certification ID number textbox |
REP-BRO- 04 |
Disenrolled/ Terminated Groups Report |
Displays the terminated or voluntary disenrolled employers (brokered and non-brokered), as well as the effective date and reason for termination/disenrollment. This report will come in a year-to-date fashion with the newest disenrollments/terminations appearing at the top. |
· Broker/SHOP Admin · Exchange System Admin · Broker |
Monthly |
· Broker certification ID number textbox · Status drop down menu: Disenrolled, Terminated. |
REP-SHO- 01 |
Employee Enrollment Report |
Displays information of the employees who have enrolled in SHOP in a year-to-date fashion with the most recent on top including account and plan information. |
· Broker/SHOP Admin · Exchange System Admin · Broker |
Monthly |
· Broker Certification ID textbox · EIN textbox. |
REP-SHO-02 |
Unenrolled Employee Report |
Displays the employees (brokered and non-brokered accounts) who have created an application, but have not enrolled. |
· Broker/SHOP Admin · Exchange System Admin · Broker |
Monthly |
· Broker Certification ID textbox · EIN textbox |
REP-SHO-03 |
Unenrolled Employer Report |
Displays all of the employers (brokered and non-brokered) who have created an application, but have not enrolled prior to their designated target enrollment date. |
· Broker/SHOP Admin · Exchange System Admin · Broker |
Daily |
· Broker Certification ID textbox |
REP-SHO-4 |
Carrier Market Share Report |
Carrier Market Share Report |
· Broker/SHOP Admin · Exchange System Admin |
Monthly |
· Issuer textbox · Metal Level checkbox |
REP-SHO-05 |
Employer Enrollment Summary by Size of Business |
Displays the employer enrollment information as well as other SHOP selection metrics based on size of business
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· Broker/SHOP Admin · Exchange System Admin |
Monthly |
· None |
REP-SHO-06 |
Actual Payment vs. Quoted Premium Report |
Summarizes the impact of census changes on quoted employer contributions during the enrollment period |
· Broker/SHOP Admin · Exchange System Admin |
Monthly |
· None |
REP-NAV-01 |
Navigator Enrollment Summary Report |
Displays the previous month’s enrollments by navigator |
· Navigator Admin · Exchange System Admin |
Monthly |
· Agency name textbox |
REP-NAV-02 |
Navigator Enrollment Detail Report |
Displays all the applications that the Navigator has worked on, the household information, and the accompanying outcome
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· Navigator Admin · Exchange System Admin · Navigator |
Weekly |
· Agency name textbox · Navigator certification ID textbox |
REP-ELG-01 |
Unsuccessful ID Proofing Detail Report |
Displays the applicants who fail the ID proofing in the previous week and therefore cannot create an account in the Exchange. The purpose of this report is to reach out to those who fail ID proofing |
· Exchange System Admin · Individual Exchange Worker |
Weekly (Monday) |
· None |
REP-ELG-02 |
ID Proofing Trending Report |
Displays a summary of the ID proofing outcomes in each month. For example, when the January report is run, it will contain data from October to December, while the other months will remain blank. |
· Exchange System Admin
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Monthly |
· None |
REP-ELG-03 |
Unsubmitted Applications Report |
Details the applications that have started the application process but have not submitted the application in a given month to outreach to these individuals to help them submit their applications |
· Exchange System Admin · Individual Exchange Worker |
weekly |
· None |
REP-ELG-04 |
Application Trending Report |
Summary level report of the application activity by month over the course of the year. The report will display all months of the year from October to September and as each month passes the date will be displayed in the corresponding column |
· Exchange System Admin |
Monthly |
· None |
REP-ELG-05 |
Pending Eligibility Determinations/Enrollment Report |
Details the household member (individual and their respective primary applicant) that have completed the application process but have not submitted verification items, made a plan selection, or made their first payment |
· Exchange System Admin · Individual Exchange Worker |
Weekly |
· None |
REP-ELG-06 |
Eligibility Determinations Summary Report |
Summarizes the outcomes and timing of eligibility determinations made by month
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· Exchange System Admin |
Monthly |
· None |
REP-ELG-07 |
Eligibility Denials Report |
Shows each applicant who was denied for a particular program (Medicaid, QHP +subsidy, QHP) in a given week with accompanying reason |
· Exchange System Admin |
Monthly |
· Program dropdown menu: QHP/Dental, QHP/Dental + Subsidy or Medicaid |
REP-ELG-08 |
Reasonable Compatibility Details Report |
Shows the detailed results of the reasonable compatibility verifications. The purpose of this report is to track applicants who underwent a reasonable compatibility test and the type of verification requested |
· Exchange System Admin |
Weekly |
· Program dropdown menu: QHP/Dental, QHP/Dental + Subsidy or Medicaid |
REP-ELG-09 |
Reasonable Compatibility Outcomes Summary |
Shows a summary of the reasonable compatibility verifications outcomes.
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· Exchange System Admin |
Monthly |
· None |
REP-ELG-10 |
Exemptions Report |
Details the individuals who have submitted an exemption request in a given month. The purpose of this report is to track exemptions by type, and take action on an exemption application that is pending or incomplete. |
· Exchange System Admin · Individual Exchange Worker |
Weekly |
· Exemption Type dropdown: Qualifying Religious Exemption, Membership in a Health, Hardship, Incarceration and Member in an Indian Tribe · Exemption Status checkbox: New, In-progress, Return to User for Information, Granted, Denied. |
REP-ENR-01 |
QHP Enrollment Report |
Displays the number of enrollees in each plan variant, as well as changes in enrollment in that month |
· Exchange System Admin |
Monthly |
· Plan Type dropdown: Medical or dental. · Issuer textbox |
REP-ENR-02 |
Medicaid Eligibility Report |
Displays the Medicaid Eligibility determinations processed by the Exchange |
· Exchange System Admin |
Monthly |
· None |
REP-ENR-03 |
At Risk for Disenrollment Report |
Displays the cases that are at risk for being disenrolled or terminated and the reason for the next 30 days. The reasons for disenrollment are: aging out at 19, aging out at 26, missing payments, and coverage ending due to missing documentation |
· Exchange System Admin · Individual Exchange Worker |
Daily |
· Program dropdown: Medicaid, QHP/Dental, QHP/Dental +Subsidies |
REP-ENR-04 |
Disenrollment Summary Report |
Summarizes the number of disenrollments by reason (missing payments, voluntary, missing response to documentation request, etc). |
· Exchange System Admin |
Monthly |
· None |
REP-ENR-05 |
Churn Report |
Summarizes the churn between programs in 30, 60, and 90 day snap shots |
· Exchange System Admin |
Monthly |
· None |
REP-ENR-06 |
APTC Report |
To display new enrollees who chose a QHP with a PTC and the value of the subsidy for a given month |
· Exchange System Admin |
Monthly |
· None |
REP-APP-01 |
Appeals Report |
Summarizes the Appeals submitted by program and outcome |
· Exchange System Admin |
Monthly |
· None |
REP-NOT-01 |
Notices Report |
Displays the number of notices sent out by type during each month. |
· Exchange System Admin |
Monthly |
· None |
REP-DEN-01 |
Dental Carrier Market Share |
Summarizes the Dental Carrier Market Share for Carriers participating in the SHOP |
· Exchange System Admin · Broker/SHOP Admin |
Monthly |
· Report Issuer textbox. · AV Level: high, low. |
REP-DEN-02 |
Pediatric Dental Report |
Summarizes the Pediatric Dental coverage among enrollees under 18 on the Exchange |
· Exchange System Admin · Broker/SHOP Admin |
Monthly |
· None |
Results of the Procedure
A PDF file of the report is displayed for review.
