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ECR  >  Group Segment Filter Home  >  Import Group Segment Filter

Import a Group Segment Filter

This page lets you create a Group Segment Filter by importing a file that has been specially formatted to identify a subset of claimants.  This process lets you define a segment of your population offline in Excel, and import them for your reporting needs.    Help

Step 1: Locate the File to Import
 
Click the Browse button to locate the Excel (.xls) file containing the filter you have built. Filters must be built using the preformatted Excel template to import successfully.  If your filter is not already setup, download the template, enter your filter information, save the file, and click the Browser button to locate it.  Help
 

* Path: 


Step 2: Name and Describe the Filter
 
Type a name and a brief description into the fields below to identify the filter, and then click the Import button to upload the file. Once imported, you can use the filter to run a report or you can edit it from the Group Segment Filter Screen.   Help
* Filter Name:  
Filter Description:
* Required Field

Import Cancel

 

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