Summary

From the side menu, go to Reports > Claims

You will be presented with this page. The following guides will walk you through each report works

Select whether the report is arranged based on Claim Submission Date or Claim Receipt Date

Select the Time Period for which claims will be included in the report. You can select based on entire yours or set a custom range

You can choose to Filter the data further according to Organisations, Departments, Positions, and Employees, as well as Claim Groups and Approval Types. Other optional filters include controlling for unpaid, paid, payout, or no payout claims

Click Generate Excel Report to download the Excel file 

If you would like to control which fields of data are included, you can click Create New Claims Report Template

Choose the Name of the report

Drag and drop data fields that you would like to be included in the report

Unlike the full report, the summary simply sums up the total of all the claims taken by employees within a given time period. You are still able to filter by time period, organizations, departments, etc.

Click 'View Summary Page' to see a summary of all the claims generated

Scroll down and click Export as CSV to download the file

This report contains similar information to the CSV file summary but can include pictures of relevant receipts for each claim. Hence, it is exported in a PDF file

Follow the same instructions as shown above, then click Download Summary PDF