Claims Loss Run Report

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Hester Montgomery
5 years ago
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About the Claims Loss Run Report The Claims Loss Run report gives you the ability to build custom reports from the data collected via the Claims modules with

This report also gives you the flexibility to report on all or a smaller subset of the questions from a claim based on your specific needs.

1 About the Claims Loss Run Report The Claims Loss Run report gives you the ability to build custom reports from the data collected via the Claims modules with financial information pertinent to actuary analysis and forecasting and to inform risk management decisions. This report also gives you the flexibility to report on all or a smaller subset of the questions from a claim based on your specific needs. Step 1: Hover over the Reports tab, and click Reports Home How to Run the Report Step 2: Click Product Specific Reports Step 3: Click Add new report by any report folder Step 4: On the Select a Report tab, click Claims Loss Run, and click Next

2 Step 5: Select Parameters: Filter Entries By: - Choose which type of data to include in your report. A selection is required. By default, claims with an Entered Date within the last three months are added to your report. Dates included: Closed Date The date the claim was entered into the system. Entered Date The date the claim closed. Loss Date The date the claim occurred. Report Date The date the claim was reported. Custom Dates Dates included in claim entries are potentially available for the report. Group Claims By Choose the criteria by which you would like to group the results of the report by. Sort Claims By Choose the criteria by which you would like to sort the report. If no sort order is selected the report will sort based on the order set in the Columns to Display section. Filter Type 1 to 4 Choose the criteria by which you would like to filter the report. You may select all questions from a claim or a subset of individual questions from the claim. Filter 1 to 4 Once a Filter Type is selected the filter box will populate with the possible answers to the questions selected. By default, all answers are included in the Report. You can choose to alter this by selecting only specific answers you want to see in the report, or you can select all answers.

3 Measures to Display Select the Measures you want to be included in the report. The Measures are the transaction and sub-transaction types from the claim. You may select as many options as you want, the report will sum the transactions that occurred during the reporting period for each claim. Measures are not default selected. At least one selection is required to run the report. Columns to Display Select the Columns you want to be included in the report. The Columns are questions from the claim entry. By default, Claim Number is selected. The order of the selected values - from top to bottom - represents the sequence of columns from left to right - output in the report.

4 Column Totals You can choose to add totals to either a group of columns, the entire report or both. To report totals by group, ensure that you have chosen to group the report by some criteria in the earlier step above. By default, None is chosen. Step 6: Click Run report to preview the report, or Save report to save the report If you save the report, type a title in the Report Title field, add a Description if desired and choose the folder where you want to store the report. Check the Public report option if you want other users to be able to run the report.

Step 1: Hover over the Reports tab, and click Reports Home How to Run a Saved Report Step 2: Click Product Specific Reports Step 3: Locate the report you wish to run, choose the

5 Step 1: Hover over the Reports tab, and click Reports Home How to Run a Saved Report Step 2: Click Product Specific Reports Step 3: Locate the report you wish to run, choose the report format (HTML, PDF, Excel, Word) and click Run Step 1: Hover over the Reports tab, and click Reports Home How to Manage Existing Reports Step 2: Click Product Specific Reports

6 Step 3: Locate your report, and click Actions to Edit, Delete, Clone, Move, or Bookmark your report Edit allows you to change all aspects of the report if you are the creator of the report. Upon Edit, you will be directed to the Select Parameters screen. Delete allows you to delete the report if you are the owner of the report. Clone allows you to make a copy of a report you like, but would like to change. This allows you to keep the same data set and format but gives you the option to change the date range, etc. By cloning a report and editing it, you will not change anything in the original report. Move allows you to move the report to a different folder. Bookmark This Report allows you to mark it as a favorite and displays the view link on your Solutions Tab.

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