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reports [2016/07/27 14:28] 192.168.9.146 |
reports [2019/01/05 22:10] (current) |
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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|}} | ||