Skip to main contentReports Overview
Export your claims data for analysis, compliance, and stakeholder sharing.
Pre-Built Reports
Department Performance Report
- All claims in specific department
- SLA compliance metrics
- Team member breakdown
- Trend analysis
- Ready for PDF export
Category Analysis Report
- All claims in specific category
- Breakdown by priority
- Resolution time analysis
- Recurring issues highlighted
- Exportable for trend review
SLA Compliance Report
- All claims with SLA metrics
- On-time vs overdue breakdown
- Worst-performing categories
- Individual performance
- Compliance documentation
Custom Date Filtering
- Select report type
- Choose date range: Last 7 days, 30 days, 90 days, custom
- Filter options: Department, category, priority
- Generate report
CSV Export
- Open in Excel or Google Sheets
- All data included
- Ready for pivot tables
- For detailed analysis
PDF Export
- Professional formatting
- Branded with your logo
- Charts and summaries
- Ready to share
Scheduled Reports
- Set to run daily/weekly/monthly
- Automatically email to stakeholders
- Consistent tracking
- Save time
Creating Reports
Step 1: Choose Report Type
Select from pre-built or custom
Step 2: Set Parameters
- Time period
- Department/Category filter
- Metrics to include
Step 3: Generate
System creates report with visualizations
Step 4: Export
Download CSV or PDF
Department Breakdowns
Reports can be segmented by:
- Department (Production, Quality, etc.)
- Category (Quality, Safety, Logistics, Maintenance)
- Priority (Critical, High, Medium, Low)
- Team member
- Time period
Using Reports
For management:
- Monthly team performance reviews
- Executive dashboards
- Board reporting
For compliance:
- SLA documentation
- Audit trails
- Safety incident reports
For process improvement:
- Trend analysis
- Root cause identification
- Data-driven decisions
Next Steps
