Information on the disability reports

What does this report show?

A detailed list of paid short and long-term disability claim payments by claimant

How can I use it?

To identify the claim details for each short and long-term disability claimant, such as:

• Which employees are on claims
• The amount of their claim payments
• When their benefits commenced
• When their benefit will terminate

Format

The report is available in two formats:

• Summary - which provides total claim payments by month for the period, with no claimant details, or
• Detailed - which contains specific claim details for each claimant

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.