Claim reports refer to documents or summaries that provide detailed information about claims filed by employees. The purpose of claim reports is to offer a comprehensive overview of the claims activity, including data related to the number of claims, types of claims, amounts paid out, the status of claims, and any relevant trends or patterns. They serve as valuable tools for various stakeholders, such as insurers, administrators, and policyholders, to monitor and analyze claim-related metrics.
Go to Reports and Analytics ->Travel and Expense -> Claims Report
The reports list screen will appear.
Step 1: Click the "Expand" button. As a result, the available filters are displayed as follows.
|
Field |
Description |
|
Employee ID |
Search by employee ID |
|
Employee Name |
Search by employee name |
|
Job title |
Search based on the Job Title. |
| Location |
Search based on the Location name. |
|
Employee claim ID |
The unique identifier associated with an employee's claim. |
|
Claim status |
Displays the current status of the claim (e.g., submitted, approved). |
|
Submitted Date |
The date on which the claim was submitted. |
|
Approved Date |
The date on which the claim was approved. |
| Include |
Select the category of employees to include in the report:
|
Step 2: Click the 'Save as' if you want to create a claim report with filtered values.
|
Field |
Description |
|
Report Name |
Enter the report name |
|
Select Folder |
Search based on the selected folder |
|
Make it Private |
This option is also enabled when selecting "Make it private" from the pop-up window. |
Step 3: Click the 'Generate' and the report will appear below.
Step 4: Click the CSV/PDF icons which are present in the top right corner to download the report in the desired format.