Reporting

Written by Wilbur Admin

Updated at November 11th, 2024

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Access to reports is dependant on the authorisation on your user profile. Users can be granted access to view reports, run reports or both. Only those users with access to the reporting feature in their profile will have access to create and view reports.  

Generate a standard system report

  • Select ‘REPORTING’ and then ‘REPORTS’ from the left-hand side menu  
  • Click on the Date range field and either use one of the pre-defined date ranges or select a to and from date on the calendar to create a custom date range
    • Note: the date range defaults to the last 30 days 
  • Select the report you wish to create from the ‘SELECT REPORT TYPE’ field 
    • CLAIM MASTER REPORT – This report shows full details of all claims created within the selected period 
    • CLAIM MOVEMENT REPORT – This report highlights the last activity and the last note on each claim, which falls outside of the system’s 5-day rule (Highlights when no activity has happened within 5 days). 
    • NO RESERVE REPORT – This report will show all claims lodged and open that currently have a zero reserve 
    • OPEN TASK REPORT – This report displays all the open tasks for all users of the tenant.   
    • PAYMENT REPORT – This report displays all the payments QA approved within the reporting period 
    • NOTES REPORT - This report displays the last note recorded on each claim within the reporting period
  • Click the ‘GENERATE REPORT’ button 
  • The report will display in the report table below. While the system is generating the report, the status will display as ‘PROCESSING’, when it has created the report it will change to ‘DONE’. 


 

Preview, download or delete a report

  • From the report table on screen, you will see all previously generated reports 
  • To identify when a report is ready to view, check to see that the ‘STATUS’ of the report has been changed to ‘DONE’ 
  • To Preview the report, click on the ID number (far left of screen) of the report you wish to preview 
    • This will take you to a page where you are able to preview the report 
    • If you wish to export the report from this page, click the ‘EXPORT’ button 
    • This will download the report as an excel document (.xlsx) to your downloads folder 

 

  • To download the report, click on the download Download icon of the report you wish to download 
    • This will download the report as an excel document (.xlsx) to your downloads folder 
  • To delete the report, click on the bin icon   of the report you wish to delete 

 

 

reports reporting claim master report claim movement report no reserve report open tasks report payment report transaction movement generate report download report preview report delete report

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