Claim Details Report

Step 1

On the left menu, go to Reports. Under Claim, click on Claim Details.

Step 2

Once clicked, you will see the Monthly Claim Details Report screen as displayed below. 

As you can see on the top, there will be 2 levels of Filter that you can opt for:

a) General Filter - This is a general filter whereby 

You can start by selecting the claim date range, which is the month that your claim request is being approved. 

After that, select the filter period by, if you wish to view the report by Transaction Date/Claim Date/Approval Date. 

Next, you also can filter by Approval Status which are All/Approved/Pending/Rejected.

and you can filter the report to include the group by claim group.

b) Advance Filter - If you feel like you want to drill down your criteria even further, to customize this report for only certain employees, you can do so by:

Clicking on the Advance tab located on the top part of the page. Then, you will see a display below. Here, you can choose to filter your employees by selecting “All Available Employees", "Team","Manual Selection" and "Import Selection"

To generate a final report, click Generate Report.

Step 3

When you have generated the report, you can choose to print out the report by clicking on the 3 dot button located at the top right corner of the screen, as shown below.

Note: If you would like to change the filter of the report, proceed to click on the filter button available just right next to the 3 dot button at the top right corner.