How can admin generate Batch wise Claim Details Report?

Created by Product Content Team, Modified on Thu, 29 Feb at 5:12 PM by Product Content Team

Batch-wise claims details report refers to a report that provides information about claims processed or handled in batches or groups. The admin can generate the report to know the details of the claims based on Batch details, this report also helps to analyze the payout of expense claims.

To generate the batch-wise claim details report, the admin must perform the following actions:

From the greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
In the search box, enter Batch wise Claim Details Report. The Batch wise Claim Details Report form opens.
From the Claims Batch dropdown list, select the relevant month.
From the Claims Form dropdown list, select the relevant claim form.
From the Claims Category dropdown list, select the relevant category.
From the Claims Element dropdown list, select the relevant option.
From the Group By dropdown list, select the relevant option.
Click Options, to customize the report.
Select the category, enable the option Show Only Payout Pending Batch, and Show Reviewer Remarks if applicable.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Batch wise Claim Details Report.

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

Click here to subscribe to our help videos

Related Links:

Video- To watch the video on Reports Gallery, click here.

FAQs- To read more FAQs about the Reports Gallery, click here.

Documentation- To learn more about the Reports Gallery, click here.

Product Update- To read about the product update, click here.