Claims

Modified on Tue, 22 Oct, 2024 at 8:39 AM

Introduction

The Claims report is used to capture claims with the following Report Types:

	Outstanding Claims		Insurer Not Advised
	Claims Reopened But Not Closed		Assessor Not Advised
	Claims Closed		Assessor Not Approved
	Claims Finalised But Not Closed		All Claims

Once you've chosen a report type, you can organise the report by choosing a Date Type:

From there, make your selections for the date range, filters, grouping & sorting and export report as, then select Run Report.

The following Date Types are based on the information captured when creating a claim:

The following Date Types are based on when the Status is changed to or from Finalised:

Reopened - Changing from Finalised to another Status will change the State to Open and is marked as 're-opened' in the background.
Closed - Changing the Status to Finalised will change the State to Closed.

When Select All Records is set to No, you'll get access to more filters such as: