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reports [2016/07/27 14:15] 192.168.9.146 created |
reports [2019/01/05 22:10] (current) |
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When creating this report as an administrator. The report will be based up on manually selected start & end dates and a region selection. It will include all claims that have reached [[Status|Claim Approved]] or [[Status|Eligibility Hearing Required]] and were closed by the specified end date. | When creating this report as an administrator. The report will be based up on manually selected start & end dates and a region selection. It will include all claims that have reached [[Status|Claim Approved]] or [[Status|Eligibility Hearing Required]] and were closed by the specified end date. | ||
* **Case Fee Value** is "Yes" if the claim was closed for the 1st time between the specified start & end dates | * **Case Fee Value** is "Yes" if the claim was closed for the 1st time between the specified start & end dates | ||
- | * **Hearing Value** is the total number of hearings that occurred, since the last time the case was closed | + | * **Hearing Value** is the total number of hearings that occurred, since the last time the case was closed or all of the hearings if the claim was never closed |
- | * A single arbitration hearing is not counted. Therefore, hearings are reduced by one. | + | * A single arbitration hearing is not counted. Therefore, if there is one hearing, the count will be reduced by one |
- | + | To view an invoice: | |
- | If the claim was closed for the 1st time between the specified start & end dates, the case fee value is "Yes". | + | |
* Provide the necessary dates | * Provide the necessary dates | ||
* Select the appropriate region you would like the report for | * Select the appropriate region you would like the report for | ||
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**NOTE**: PA users will also have access to this report. However, it will be specific to them. It will allow them to get their billable activity for a given period. | **NOTE**: PA users will also have access to this report. However, it will be specific to them. It will allow them to get their billable activity for a given period. | ||
- | ==== Claim Date Summary ==== | + | ===== Remaining Reports ===== |
- | ==== Decision Summary ==== | + | * **Claim Date Summary**: Major claim milestones dates, for all claims within a given date range |
- | Utilizing the information inputted within the [[Decisions]] section of the system. A summary of all the closed claims during a given period will be extrapolated. | + | * **Decision Summary**: Summary of decisions, for claims closed during the given period |
+ | * **Complaints & Representation Summary**: Summary of complaints and who represented the consumer/manufacturer for closed claims during a given period | ||
+ | * **Holidays**: List of all holidays in the system | ||
+ | |||
+ | Each of these reports are available in Excel only. | ||
+ | * Provide the date range as a parameter | ||
+ | * Choose **Create Excel** | ||
+ | {{::report_parameters.png|}} | ||