Summary

With Payboy's claims report function, you can get a detailed summary of all the claims submitted and approved by your employees within a given period of time. This information can be viewed in 3 ways:

  1. As an Excel File
  2. As a Comma-Separated-Value (CSV) file
  3. As a PDF fileĀ 

Accessing the Claims Report function

  • 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

Full Report (Excel)

Default Template

  • 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 further 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 fileĀ 

Creating a Custom Template

  • 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

View Summary (CSV)

  • 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 the time period, organisations, 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

Summary With Receipts (PDF)

  • 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

Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email support@payboy.biz. We will get back to you within 3 working days.

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