TALON Help Center
Data Export Guide
Generate comprehensive reports and export data efficiently for employer groups and client reporting. This guide covers all available export types, step-by-step procedures, and best practices for data analysis and presentation.
This guide covers all available export types, step-by-step procedures, and best practices for data analysis and presentation to clients and stakeholders.
Available Export Types
Engagement Reports
Track member participation, platform adoption, and usage patterns over time.
- Enrolled vs Connected members
- Mobile app downloads
- Shopping activity trends
- Time-based engagement metrics
- Group comparison data
Eligibility Reports
Comprehensive member eligibility data and registration status information.
- Complete member listings
- Registration status
- Employee and dependent data
- Insurance carrier information
- Plan details and coverage
Employer Group Data
Export employer group configurations, settings, and administrative data.
- Group name and ID information
- Employee and member counts
- ClaimsFlow activation status
- Insurance carrier details
- MRF URL information
Rewards Data
MyMedicalRewards program data and member reward earnings information.
- Reward earnings by member
- Program participation rates
- Reward redemption data
- Shopping behavior insights
- Cost savings calculations
Export Process
Standard Export Procedure
1
Navigate to Employer Groups
Go to the Employers tab and select the specific employer group you want to generate reports for.
2
Access Actions Menu
Click on the "Actions" dropdown menu to view available export and report options.
3
Select Export Type
Choose the appropriate export option: "Export Engagement Report," "Export Eligibility," "Export Employers," or "Export Rewards File."
4
Configure Parameters
Set date ranges, select specific metrics to include, and choose your preferred file format (CSV, Excel, or PDF).
5
Generate and Download
Click "Generate Report" and wait for processing to complete. Download the file when ready.
Processing Time
Large employer groups may take several minutes to generate comprehensive reports. The system will notify you when the export is complete and ready for download.
Export Data Fields
Understanding the data fields in each export type helps you interpret and present the information effectively:
Best Practices
Data Export Tips
- Schedule Regular Exports: Set up monthly or quarterly export schedules for consistent reporting
- Use Descriptive Filenames: Include dates and employer group names in your export filenames
- Verify Data Accuracy: Cross-check export data with dashboard displays before sharing
- Maintain Data Security: Follow your organization's data handling policies for sensitive information
- Archive Historical Data: Keep copies of previous exports for trend analysis and comparisons
Report Presentation Guidelines
When presenting exported data to clients or stakeholders:
- Executive Summaries: Create one-page summaries highlighting key metrics and trends
- Visual Charts: Convert data into charts and graphs for easier interpretation
- Comparative Analysis: Show month-over-month or year-over-year comparisons
- Action Items: Include recommendations based on the data findings
- Context Information: Provide explanations for significant changes or anomalies
Troubleshooting Exports
If you encounter issues with data exports, check that the employer group is properly configured and active. Large datasets may require breaking exports into smaller date ranges. Contact technical support if exports consistently fail or produce unexpected results.