Claims Report

Claims Report

Location

CLAIMS

Purpose

The Claims Report provides a list of claim tickets. It includes basic ticket information such as ticket number, renter, etc. and totals for expenses and payments.

Options

Claim Types – The types of claims that are set up in Claims SetupClaims_Setup are listed. You can choose just the types you want to show on the report.

Claim Statuses – The claim statuses that are set up in Claims SetupClaims_Setup are listed. You can choose just the statuses you want to show on the report.

Select By – The report can select records by the date of loss or by the date that the ticket was closed.

Report Format – The report can be run as a standard list or as an aging report.

Print Notes – You can print the all notes on the claim, the last note on the claim, or exclude all notes from printing.

Use Expenses/Subrogation… – You can use the total expenses or the subrogation amount when calculating the net due for each claim.

Print Zero Balance Claims – If this box is checked, the report will list claims that have a balance of zero.

Print Positive Balance Claims – If this box is checked, the report will list claims that have a balance greater than zero.

Data Selection

The claims are selected by the following rules:

∙The claim’s renting location is selected in the reporting listsReporting_List_Boxes.

∙The claim’s type is selected in the Claim Types list (or the claim’s type is blank).

∙The claim’s status is selected in the Claim Statuses list.

∙The claim’s unit number is within the report’s unit number range.

∙If selecting by date of loss, the claim’s date of loss must be in the report’s date range.

∙If selecting by date closed, the claim’s closed date must be in the report’s date range.

∙If "Include Zero Balance Claims" is selected and the claim’s balance is zero, it will be included.

∙If "Include Positive Balance Claims" is selected and the claim’s balance is greater than zero, it will be included.