Step-by-step guide on how to use the Reports section and create the reports you need!
- First, you will need to navigate to the Reports section by selecting More
and then choosing Reports 
- Now choose which report you would like to create. You will have these options:
- Accounts Receivable: This report gives you a list, split up by Firm, of all your invoices. The report includes invoice numbers, insured names, invoice dates, due dates, invoice amounts, payment amounts, and balances.
- Claims by Carrier: This report gives you a breakdown of claims split up by Carrier. You have the option to select a carrier from the second drop-down box to only show claims by that carrier. Checking the Show Claims box will display every single claim, rather than just showing an overall summary for each carrier. You also have the option to input a date range if necessary.
- Claims by Firm: Similar to Claims by Carrier, but with firms. You have the ability to filter by a selected firm, Show Claims, and input a date range if necessary.
- Claims by Loss Type: Filter claims by Loss Type, or get totals of each Loss Type all on one report. These reports also have the ability to show each individual claim and filter by a date range.
- Expenses Report: Provides a breakdown of your expenses, including vendors, dates, categories, amounts, and notes. You have the ability to sort by category as well as input a date range.
- KPI by Carrier: Provides a breakdown of key performance indicators by Carrier. Includes Carrier names, # of claims, Total RCV, Average RCV, Average Cycle Time, # of Supplements, and notes.
- Once you have selected the report you’d like, select Run Report to prepare the report.
- After the report has been prepared, a new button labeled View & Print will appear. Tap the button to view a pdf preview of your report. You can also tap the Export to Excel button to export your report via excel spreadsheet.