Guide to Downloading Agility Reports
Step 1. Log In to the System
Begin by logging into the system.
You will be presented with the main screen.
Step 2. Navigate to My Payments
Click on the 'My Payments' section.
This section contains various reports.
Step 3. Understand Report Components
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Each report has two key values to consider:
Carrier value (found under the report).
Override value (found in the report details).
Step 4. Generate the Report
Click on the 'Report' button to generate the report.
Step 5. Export the Report
After the report is generated, click on 'Export' on the right side.
Choose Export Format 0:52
Select the SLSX format for export.
Do not rename the file at this stage; just click 'Export'.
Step 6. Create File Name Logic
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In the file name suffix, follow this logic:
Add 'Agility' to the end of the file name.
Include the name of the carrier (copied earlier).
Indicate if it is an 'Override' or not.
Step 7. Save the File
Click 'Save' to finalize the file name.
Example: 'Agility AnthemACA Override'.
Step 8. Repeat for Each Statement
You need to repeat this process for each statement available in 'My Payments'.
Step 9. Download the Statement
To download each statement, click on 'Report' and follow the export steps as shown.