Generating Claim Reports

Step 1

On your homepage, go to your left menu, click on your Reports and go to Claim, then scroll down to click Claim details.

Step 2

You will be directed to this page where you will be able to choose what month you want to generate a claim report for. Click generate a report when you are done selecting the date.

Step 3

You will then see your monthly claim report, you can filter what information you want to see based on the right column. You can check or uncheck which employees/departments/claim dates you want to see in the report. Furthermore, you can press the 3 vertical dots on the top right corner to export this information to Excel and print.