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Administrator: Reports

Updated 1 month ago by Jennifer B.

Run a report

While in the Administration view of ClaimXperience, select Reports from your side navigation menu.

Choose the report you want to run from the Report dropdown menu. If you select Detail reports, you also need to specify the type of detail report.

Enter or select the start and end dates.

Select Generate.

When your report is ready, you receive an email or in-app notification containing a link you can use to download your report. Your report is available for 30 days, but it can be re-run when needed.

Schedule a report

In the administrator view, select Reports from your side navigation menu.

Select Schedule Report in the Report scheduler card. This opens the Create schedule drawer.

Select the report you want to run automatically.

Select how frequently the report should run.

If you choose Weekly or Monthly, select the day of the week or month to run the report.

Select either Fixed or Rolling.
- If you choose Fixed, select the first date you want the report run.
- If you choose Rolling, enter or select the number of days you want included in the report. The end date will be the day the report is run. The report will run at the frequency you select.
Select the report delivery method.
- If you choose Email addresses, enter the email addresses where you want the report delivered.
Select Save.