As the Enroller of a program, you have the ability to manage your Reporting Period in the Exchange to help batch servicing events into periods. This makes it easier for you to remember which servicing events have already been reviewed and which ones are newly submitted. By default the reporting period mechanism rolls over every month until you close your first reporting period which then flips the Exchange to manual period tracking.

Closing a Reporting Period

To close a reporting period, simply follow the steps below.

• From your program’s most recent reporting period in the Servicing Summary page, click the “Close Reporting Period” button.

• Verify the details of what you’re about to do to the Reporting Period and, if you agree with the action, type the name of your program in the bar below and click “Confirm”.

• You will see the following message at the bottom of your screen and the new reporting period will be opened and available in your Servicing Summary report.

Reopening a Reporting Period

• Navigate to the most recently closed period in your Servicing Summary page. Click “Reopen Reporting Period”.

• Review the change you are about to make and, if you agree, type the program name in the bar below and click “Confirm”.

• Your old reporting period is now open again and has been merged with the data from the current reporting period.