1. Comparative Reporting & Analysis (CR&A)
Data Extract – Analyst Tool
For sample use only. Reports do not reflect actual client information or all of the products or options available for each report.
©2010 Unum Group. All rights reserved. Unum is a registered trademark and marketing brand of Unum Group and its insuring subsidiaries.
Revised by CRS 10/8/2010

2. Data Extract
Data Extract allows a user to build simple queries against all of the information in the CR&A database. Users utilize a wizard to identify the data fields and can limit their results to claims that satisfy specific criteria. For example, a user could limit their results to the data for claimants who live in a certain state, work in a certain division and/or have a particular job title.
Use the tool to create the exact periodic report you need or to create a unique report that supports an ad hoc data need. The following pages provide easy instruction.
Choose STD or LTD Data
Fully-insured and self-insured data can be combined in a single report.

3. Data Field Selection
The data fields are organized into four different Data Categories:
Claim Specific Data includes items that are unique to a specific claim (e.g., disability date).
Employee Specific Data includes information that is particular to an individual and is the same on all of their claims (e.g., date of birth).
Policyholder Data includes information about the contract that covers the employee (e.g., division name).
Financial Data includes specific information about the most recent claim payment (e.g., check amount).
Click
Next
The available data fields will change based on the Data Category. Highlight a data field and click Add.

4. Ordering Selected Fields
When you click Add, the data field is added to the Selected Fields box.
The number indicates the column order for the selected fields.
Order can easily be changed using Move Up and Move Down buttons.
Click
Next

5. Sorting and Formatting
Sorting can be performed on up to three variables here; or you can sort it in Excel after the report is downloaded.
Output can be formatted 2 ways - Comma Separated Value or Fixed Width text.
The default is CSV because it can easily be saved as a Microsoft Excel spreadsheet.
Click
Next

6. Creating a Limited Query
The list of operators will be based on the data type of the field selected.
All fields are available to limit your query,
not just the fields you selected on the first screen.
If you want all claims, simply click Next.
Click
Next

7. Defining Data Criteria
When you select the operator, a pop-up window will display a textbox for you to enter a value.
When you click OK, the criteria will then be entered in the Current Query Criteria box.
Click
Next

8. Summary; Save and Schedule; Generate
Provides a summary of the selected fields and query criteria.
Runs the report.
Saves your query under Saved Reports in the My CR&A menu.
Allows you to schedule this query to run automatically.