UnitedHealthcare

 

Guide to Training Materials for eServices Customer Reporting (eCR)

 

Overview

The two overview tutorials cover the basics of eServices Customer Reporting tool. Users can pause, skip and fast forward through the tutorial.

Help & Resources

Navigation

Basic Reporting

The basic reporting tutorials cover the basics of both automated and custom reporting. Users can pause, skip and fast forward through the tool.

Viewing Automated Reports

Running Custom Reports

Load Labels

Exporting Reports

Advanced Reporting

The advanced tutorials cover advanced functionality available on the eServices Customer Reporting. This advanced functionality refers, in general, to customers with Select or Expanded access. Users can pause, skip and fast forward through the tutorial..

Creating Group Segment Filters

Importing Group Segment Filters

Sharing Group Segment Filters

Using Advanced Options

Manipulating Report Data

Creating Report Templates

Drilling Report Data

Running Ad Hoc Reports