Reports Section
Last updated: 8/26/2021
Overview
FileTrac has created many reports for your use that are quick and easy to run. To make it easier to locate the report that is right for you we had broken down the reports into several categories. Included below is each category with a brief description of the reports that are found within each category.
Management Reports – Here you will find the most used reports. This section is a little different than the rest. The main differences are that they have fewer fields, you will not be able to “Save” the report for future use and you will not be able to export the report. These reports are popular because it is quick and easy to run the report.
Accounting Reports – All reports in this section would be used by the Accounting Department and include reports for the Receivables, Billables, Adjuster Payouts, unbilled Claims, Aggregate Invoice reports and many different summary reports related to invoicing and billing. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Adjuster Reports – The adjusters with access to your system will be able to take advantage of the reports in this category to easily keep on top of everything from their Diaries, Expense Reports, Mileage, Production Report for their own claims only, and Unbilled Work. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Claim Reports – Reports found here would be used in claims management. These reports include Life Cycle reporting, Closed Claim reports, Received Claims, Claim Counts, Open Claims, and a Quarterly Closed Claim report. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Custom Reports Builder – The reports found in the category can be customized by you by adding searchable fields to the report. FileTrac has created these reports that include the main fields and give you the ability to add fields to your report. These include basic form reports for Claim Data, Invoice Data, Invoice Share Data, Lloyd’s Bordereau, and a Loss Run Report. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Labels – Here you can create printable labels for Claim Contacts, Claim Contact Mailing Labels, Claims Reps Mailing Labels, File Labels, and Insurance Company Mailing Labels. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Other – If there is a report that you would like to run but you can’t find in the other sections you just might find it here. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
Summary Reports – You need to keep in mind that these reports are “Summary” reports for Claims Received, Claim File Counts, and Monthly Claims reports. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed.
TPA-financial Reports – This category includes a Custom Loss Run report and the Lloyd’s MI Reporting report. Reports run here can be saved to rerun later; they can be exported in PDF, Word, Excel, Rich Text Format; and they can be emailed. For more information on running the Lloyd’s Bordereau report please see the document in the support page titled “TPA Reporting with Report Builder Lloyd’s Bordereau Report”.
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How to Run Reports
These instructions will walk through the various types fields and options you may come across. The fields within the reports differ based on the type of report being run. Not all reports will have the fields shown below. For information about running the Bordereau report please refer to the support document specifically for this report.
Selecting a Date Range:
You may have the option of selecting the date range based on when the claim reached a milestone in FileTrac. The screenshot below shows where you will first select either “None” or choose from the drop-down list. If you select “Date of 1st Contact” from the drop-down, the system will search for all claims that were marked 1st Contacted within the date range.
Report Group Option:
This allows you to organize your report by grouping any of the options listed in the drop-down together in the report.
Report Sort Option:
This allows you to select a field in which to sort your report. All fields will sort in ascending order. If you make a selection in the sort option, you should be sure that this is selected as a field option in the report; otherwise, your report will have not organization to it.
Selecting Values:
In the screenshot shown below you have the option to add selected values from the box to the left. If no selections are added note the explanation, “Note: Selecting no specific Client Company is ALL by default”. If you make no selections here it will include all client companies in the report. To narrow the report to only one or several companies click on the company name desired and click Add. You will see the company name appear in the Selected Values box. You can move selections in and out of the field by using the Add or Del buttons.
Reorder Selected Fields:
Some fields allow you to rearrange the order of the selected fields. If this is the case, you will see the Move UP and Move DN buttons. This is only available after you have added selections to the Selected Fields box and have highlighted a selection.
Use Filter Button:
Some reports give you the option to include additional fields. he “Use Filter” button near the bottom of the page gives you the option to add additional fields in the report. To use the filter, click on the Use Filter button.
The Filter Report section will open. Begin by selecting the field from the drop-down box, select the criteria that applies and finally type in the value. To add additional fields, click the “Add to Filter” button on the left.
Select Report Format:
The final step is to Select the Report Format. When you click “View Report” the report will open in a new window. If you select either a PDF, Word or RTF format you will only be able to view up to 12 columns. By choosing an Excel format the number of columns is unlimited.
Save Report and Run Report:
All reports except for those found in the Management Reports Section can be saved to run again in the future. To save a report make your selections and then before clicking to view the report click on Save Report in the upper right corner of the page. To select a report that has been saved click on Run Report in the upper right corner of the page and make your selection. Remember, this has saved your original search dates so you will need to select the correct dates.
