---
title: Reports Overview
description: This article provides an overview of all reports available in the system. Each report includes a short description and the filters that can be applied to refine results.
---
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# Reports Overview
## This article provides an overview of all reports available in the system. Each report includes a short description and the filters that can be applied to refine results.
#### **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. Compensations must be applied to an invoice in order for it to be included in an adjuster payroll report.
**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**.
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