Reports Overview

How to Access Reports

From the Reports dropdown, you will locate the report you are looking for and see the ones you have access to.
If you do not see a report you need, confirm with your Admin team before reaching out to Support.

All reports include an Export button that allows exporting to Excel, PDF, Word, or CSV.

Report Catalog

Below is a categorized list of all available reports and what they provide.

Adjuster and Compensation Reports

Adjuster Type UOM Report

Displays all complex T&E invoices with line‑item detail.
Filters: Invoice Date, Vendor, Invoice Status, Invoice Number, Claim Number

Adjuster Payroll Report

Provides a breakdown of invoices submitted by each adjuster and their compensation details.
Filters: Invoice Date, Carrier, Invoice Status, User Role, Assignment Type, Invoice Number, Claim Number

Compensation Fees Report

Shows the compensation fees associated with invoices.
Filters: Invoice Date, Adjuster, Compensation Fee Title, Companies

Invoice Detail and Status Reports

Invoice Line Item Report

Comprehensive invoice report with full line‑item detail.
Filters: Invoice Date, Invoice Status, Vendor, Adjuster, Assignment Type, Assignment Category, Line Item, Loss Type, State, Line of Business

Current Invoice Status Report

Provides a list of invoices with their current status.
Filters: Invoice Date, Invoice Status, Vendor, Adjuster, Loss Type, State, Line of Business

Invoice Status History Report

Displays the historical progression of an invoice through its statuses.
Filters: Invoice Date, Vendor, Invoice Number, Invoice Status, Loss Type, State, User, Invoice Created By

Void Invoices Report

Displays all voided invoices.
Filters: Invoice Date, Invoice Number, Vendor, Voided By

Factoring Data Report

Displays invoices with or without exceptions and additional submission details.
Filters: Invoice Date, Invoice Number, With Exceptions / Without Exceptions

Processing Fee Report

Shows processing fees and identifies who is responsible for paying those fees.
Filters: Invoice Date, Invoice Status, Vendor, Adjuster, Assignment Type, Assignment Category, Line Item, Loss Type, State, Line of Business

Claims Reports

Manual Claims Report

Displays all claims manually created by vendors.
Filters: Invoice Date, Claim Number, Vendor

Assigned Claims Pending Report

Displays all assigned claims available in the system.
Filters: Claims With Invoices / Without Invoices, Vendor, Loss Type, State, Date Range

Supplement Reports

Supplement Invoice Status Report

Provides an overview of supplemental invoices and their statuses.
Filters: Date, Status, Company, Adjuster, Loss Type, State

SLA and Performance Reports

SLA Line Item Report

Displays all SLA penalties or bonuses automatically applied to invoices.
Filters: Invoice Date, Invoice Number, Vendor

User and Activity Reports

User List Report

Produces an export of all users associated with your company (and related companies).
Filters: Company, User

User Activity Report

Provides an overview of submissions and actions taken by vendor users.
Access: Vendor Admin or assigned permission
Filters: Date Range, Invoice Status, Vendor, Adjuster, User Type, Loss Type, State

Vendor Reporting

Vendor Activity Report

Provides a broad overview of vendor submissions and activity.
Access: Master Company Admin or Master Company User
Filters: Date Range, Invoice Status, Vendor Name, Adjusters, User Type, Loss Type, State

Payment and Financial Reports

Payment Queue Report

Allows review of payments and supports drilling down by check number.
Access: Master Company Admin or Master Company User
Filters: Check Number, Company, Loss Type, State

Invoice Received and Paid Report

Provides a calendar view of invoices submitted and paid by day/week/month.
Filters: Date, Paid By

Batch Status Report

Displays invoices updated through Batch Status and Batch Payment functions.
Access: Master Company Admin or Master Company User
Filters: Invoice Date, Invoice Status, Vendor, Loss Type, State, Batch Number

AP Report (Accounts Payable)

Basic AP report listing invoices owed.
Filters: Invoice Date, Vendor, Invoice Status, Loss Type, State

AR Report (Accounts Receivable)

Lists unpaid invoices by date ranges to identify outstanding balances.
Access: Third Party Admin
Filters: Date Range, Vendor Name, Invoice Status, Loss Type, State

Export Options

All reports support exporting to:

• Excel
• PDF
• Word
• CSV

Use the format best suited to your workflow or reporting needs.

Conclusion

This overview provides a complete catalog of available reports and their capabilities.
If you need access to a report not shown in your Reports menu, check with your Admin team first.