Claim

Basic

Lists the basic information about claims.

After you have selected the period for which the report is to be created, click  to retrieve your setting at a later time.

Specify the name for the custom report and click . The report will now appear with the specified name under My Reports.

If you want to save the settings, either click to undo your entries or click  or  to display the report and export the report as an Excel or CSV file.

Select which columns you want to display by clicking on  and then select the check boxes of the desired information or deselect the check boxes of the information you do not want to see:

• Claim ID: the unique identification number of the claim.
• Claim name: the name of the claim.
• Claim category: the current category of the claim.
• Agent: the processing agent.
• Priority: the priority of the claim.
• Status: the status in which the claim is currently located.
• Claim start: the date on which the claim was created.
• Claim end: the date on which the claim was completed.
• Deadline: the expiration date is entered manually by the agent when creating/processing the claim and is used for sorting.
• Description: explains the facts of the claim.
• The Legitimate check box: indicates whether the claims of the customer were considered legitimate by the agent.

Use the filter options to navigate in the results list:

More general reporting functionalities are described here.

Causes

Provides information about all reasons given in the selected period when claims were created.

Select the time period for the report and then click  to recall your setting later.

Specify the name for the custom report and save with . The report is now listed under My Reports.

If you do not want to save the settings, click . To display the report, click or  to export the report as an Excel or CSV file.

By clicking on and then selecting the check boxes of the desired information or remove the checkboxes of the information you do not want to see, you configure your own view:

Claim-ID: the unique identification number of the claim. Claim name: the name of the claim. Cause: the reason for which the customer contacted us and for which the claim was created Path to reason from root: It is possible that there will be several reasons with the same name. The path describes where the specified reason can be found in the hierarchy.

Use the filter options to navigate in the results list:

More general reporting functionalities are described here.

Compensations

This report provides information on the compensations that were performed in the selected period.

After you have selected the period for which the report is to be created, click  to retrieve your setting at a later time.

Specify the name for the custom report and click . The report will now appear with the specified name under My Reports.

If you do not want to save the settings, either click to undo your entries or click  or  to display the report and export the report as an Excel or CSV file.

Select which columns you want to display by clicking on  and then select the check boxes of the desired information or deselect the check boxes of the information you do not want to see:

Claim ID: the unique identification number of the claim. Claim name: the name of the claim. Issue date: the date on which the claim was created Agent: the agent currently processing the claim Recipient: the contact to receive compensation Value (without currency): the value of the compensation without specifying the currency

Use the filter options to navigate in the results list:

More general reporting functionalities are described here.

Contacts

Displays all contacts related to claims created in the selected time period.

Define the time period for the report. Click  to save your setting.

Enter the name for the user-defined report and save it. Your report appears under My Reports.

Click if you want to undo your setting. With   you call the report. With you can export the report as an Excel or CSV file.

By clicking on  and then selecting the check boxes for the desired information, you can create your own view:

• Claim ID: the unique identification number of the claim.
• ·Claim name: the name of the claim.
• Role: the role the contact has on the claim
• Salutation: the form of address for the contact
• Title: the title of the contact (if any)
• Last name: the last name of the contact
• First name: the first name of the contact
• Company: Company name
• Street: the street entered for the contact
• Nr.: the house number in the specified street
• Zip code: the postal code of the address
• City: the city in which the address is located

The filter options help you to navigate in the results list:

More general reporting functionalities are described here.