Effective Immediately: Important Changes to End of Month Reporting Process

The following month-end reports are solely published / accessible from SMART: Monthly Invoice, Detail Policy Activity, Policy Transaction Activity, Duplicate Policy, and Outstanding Ineligible. EFS no longer has the capability to produce and publish these reports.

During December’s monthly/annual closure EFS developed difficulties processing month-end close data and generating reports. Those challenges carried on with January’s close and following an unsuccessful attempt to restore the process and a 16-hour report run, it was clear that EFS is no longer capable of producing month-end closure data. However, all other EFS features remain available until the May 1, 2023 end of life.

To access your End of Month Reports in SMART, log in with your existing EFS credentials. SMART utilizes EFS credentials; therefore, a separate SMART User ID is not necessary. From SMART landing or home page, select “View Reports” from the Reports tile. Click the Report Category tile to navigate and view desired report(s). To view a detailed step-by-step guide, please view the “Reports and Data” section of the “SMART Videos and Guides” page from our website. You may also contact our Tech Support for further information and necessary assistance with this process.