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Report builder is designed to easily generate claim transactions and claim financial reports. You can publish them for other see use or keep them private for your eyes only. Click “new report” to get started.

Give the report a title, then enter a description and instructions for the relevant information. This report will include claims that have an open date from the beginning of time until the end of last month.

The activity period is a financial snapshot over a specified date range that falls within the claim dates by default it is set to the last full month.

All the transactions entered after the value as of date will be excluded by default. You can then choose all transactions or only those transactions with check numbers. All the items on the right side allow you to filter what you want to base a report on. By default, everything available will be checked but you can choose which items you want to populate such as the clients, line of business, and status.

  • Within columns, the domain indicates the tab in which the corresponding fields are found.
  • Highlight the desired columns and add them to the report.

Since this is a loss run report let’s add some financials. The custom criteria tab is one of the report builder’s most important components which allows filtering to be applied to the report on any field in the database whether or not it has been chosen as a data field in the report. For example, loss location may not be in the data field in the report but using custom criteria the report can filter to include only claims from California.

Go to the “notes” tab to create additional notes so you can remember your thought process when designing the report. Within options there are a few selections available to format your report, checking Hide group-by-columns will hide the columns that are used to group data. For example, if you filter the report by state, all the same states will be grouped but the column will be hidden.
Order financial fields to the right will create a new column specifically for financials back in the column selection tab and by enabling column customizations you can rename the fields.

When you save the report it will be given a version number, all subsequent changes to the report will create a new version number once saved but all previous versions will be available for retrieval. You can also click “Save As” to save the modified version of the existing report with a different name. Click on “run report” and right away you will be able to see all the columns you included from the report. The header includes the summary of the report and the body will include detailed information. You can click on the “claim number” to drill down directly into the claim.

You can also click and drag a “column header” to the top to group by that column. If you need a visual aid of the report you can create a widget that will generate in the “Claims Manager dashboard” and refreshes automatically based on the report.

Check out the other report builder tutorials covering specific actions as a powerful proprietary product is packed with functionality.