Cycle Time — Measures the time from claim receipt to close across your book of business. Essential for SLA compliance and operational efficiency tracking.

User Activity — Tracks login and activity patterns for all users, useful for auditing system usage and identifying inactive accounts.

Invoices per Time Period — Shows invoice volume over time, helping management spot billing trends and seasonal patterns.

Export List of Customer Emails — Exports a list of customer email addresses for communication campaigns or CRM updates.

QA Tracking Report — Tracks quality assurance review activity and results across adjusters and claims.

All Claims by Client Company (for Excel) — Exports all claims grouped by client in an Excel-friendly format.

Claim Summary Data (for Excel) — A comprehensive claim data export designed for Excel analysis and pivot tables.

Invoice Data Export (multiple variants) — Several export formats including Share Detail/Level, Invoice Detail/Level, and Payment variants. Choose the variant that matches your downstream system's import requirements.

Custom Client Company Listing — A customizable export of company records.

Custom Timelog Listing — A flexible export of timelog entries with configurable columns.

Central Weekly Report (Billing / Claim Counts) — A consolidated weekly report combining billing totals with claim count summaries for executive review.

Claims Received (Grouped by Client / Details for Date Range by File#) — Additional claims-received views with client grouping and date-range detail.

Claims Received Summaries — High-level summaries of claims received activity.

Client Assignment History List (by Branch Office / by Month) — Tracks assignment history for each client, viewable by branch or by month.

Client Invoice Summary — Summarizes invoicing by client for account management review.

Cycle Time Reporting per Claim — Claim-level cycle time data for granular performance analysis.

Itemized Reserve Payments Report — Detailed listing of individual reserve payments.

Print Label — Generates printable labels for physical file management.

Printed Reports Listing — Lists all reports that have been printed or generated.

Reports Marked Printed – Supervisor Unassigned — Identifies printed reports that do not have a supervisor assigned, flagging potential workflow gaps.

Scheduling Report — Tracks scheduling data for adjuster appointments and inspections.

Storm Report — A catastrophe-event report that aggregates claim data by storm or CAT event. Essential during active catastrophe seasons.

Strict Approval Process: Approvals List — Lists items pending approval under the strict approval workflow, showing who needs to approve and current status.

Time and Expense Fees Listing — A combined view of time entries and expense fees.

Timelog Data Entry Tracking — Tracks timelog entry activity for auditing and compliance.

Uploaded Reports Listing — Lists all reports that have been uploaded to the system.

User Listing — A complete listing of all system users.

WIP Report (As Of) — A work-in-progress report as of a specified date, useful for historical snapshots.

The Storm Report is critical during catastrophe events — use it to track claim volume, adjuster deployment, and financial exposure by storm.

Use Cycle Time and Cycle Time Reporting per Claim together to identify both systemic trends and individual outlier claims that are taking too long.

The Invoice Data Export variants are designed for integration with external systems — confirm which variant matches your accounting software's import format before setting up a recurring export workflow.

Run the Central Weekly Report every Monday to give leadership a consolidated view of the prior week's billing and claim activity.