YTD Approved Claim Summary

This report will review the year-to-date claim summary. 

Step 1

Navigate to Report > Claim > YTD Approved Claim Summary Report

Step 2

General Screen

Once you are at the general screen, you can select:

(a) Claim Year

(b) Filter period by

(c) Grouped by

(d) Include group by claim group

(e) Include/Exclude the claim item

Advance Screen

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.