Reports / Order a report / Submit a report request / Request an eligibility listing

Request an Eligibility Listing

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Order a standard report

You can order a standard report that includes:

  • information about all mailing divisions
  • information for all plan members

The results of this one-time report will be returned in one business day.

Or order a customized report

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Certificate Name This field must be completed.
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Report Frequency

Run one time only
Run one time only
Or run regularly
Schedule a report to repeat regularly
Run one time only
What date do you want this report to run on (DD/MMM/YYYY)?
Schedule a report to repeat regularly

Notification Options

Yes No This field must be completed.

What date do you want this report to run on?

If you require a one-time report to be run on a future date, enter the date in this field. For example, you require a report for a future period. Note that the run date must be later than the report period.

Run One Time Only

One-time reports are single report requests that are run once. Use a one-time report request for a "one-off" report that you do not need on a regular basis.

Schedule a report to repeat regularly

Repeated reports are reports run on a regular pre-defined frequency based on the plan's policy year. Use a repeated report request for a report that is required on a regular basis, for instance to track experience, identify trends, or conduct divisional or benefit analysis on a recurring basis.

Scheduled report options

The scheduled report option determines how the report results are accumulated:

  • Results by report frequency - the results are for the period of the report only. E.g. for the month or quarter only.
  • Results cumulative - the results are cumulative for the policy year-to-date, e.g. the second quarter report contains results from the first and second quarter.