How can admin generate Claim Details Report?

Created by Product Content Team, Modified on Thu, 29 Feb at 5:16 PM by Product Content Team

Claims Report extracts claim item details for a selected date range, including information about claim approval, rejection, override, and withdrawal.

The report provides a comprehensive view of the current status of each claim, including the claim applied and approved dates and times, the current reviewer's name and number, and any accompanying remarks.

To generate the 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 Claim Details Report. The Claim Details Report form opens.
Select From dropdown list, and enter the from date.
Select To dropdown list, enter the to date.
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 Status dropdown list, select the required option.
From the Group By dropdown list, select the relevant option.
Click Options, select the Category, and enable the check box Include Receipt Number if applicable
From the Report Output Type dropdown list, select the required format.
Click Save.
Click Generate to generate the 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.

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