How can admin generate Claims Group Batch Details Report?

To extract detailed information about expense claim items based on specific claim templates within a particular batch, the admin can generate the Claims Group Batch Details report. 

Prior to generating this report, it is important to ensure that the claim batch is accessible and available in the system.

To generate the Claims Group Batch Details Report, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
2. In the search box, enter Claims Group Batch Details Report. The Claims Group Batch Details Report form opens.
3. From the Claims Group Batch dropdown list, select the relevant month.
4. Click Options to customize the report.
5. Select the Category, enable the option Show Only Payout Pending Batch if applicable.

6. From the Report Output Type dropdown list, select the required format.

7. Click  Save to save the changes.
8. Click Generate to generate the Claims Group Batch Details Report.

Note: The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.

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