Getting Started
Welcome Page
What's New
Assignments
Search
Search Filters
Payment Queue
Assignment Detail
Send Work Assignment
Assignment Queue
Estimate Review Queue
Estimate Collaboration
Reassign an Assignment
Referral Assignment
Statuses
Assignment Workflow Status Batch Update
Claim View
Action Item Centre
Bulk Assignment Import
Video Collaboration
Reports
Insights
Search in Insights
Worksheets and columns
Claims worksheet
Line Item worksheet
Keywords
Pinboards
Insights overview
Answers
SpotIQ
Insights frequently asked questions
M.I. (Management Information) reports
Graphical Management Reports
Trend Management Reports
Text Management Reports
Activity Reports
Excel Management Reports
Assignment Volume Report
Real-Time Management Dashboard
Administration
User Administration
User Information
User Rights
XactNet Address Book
Personal Address Book
Hierarchy
Qualifications
Qualify and Rotate Data Sets
Assessor/Builder Rotation
Organisation Hierarchy
Program Rule Notifications
Personal Rule Notifications
Desk assessor
XactAnalysis Preferences
Change Passwords
Queue Admin
Column Admin
User Column Admin
Custom Groups
Price Lists
Notification Centre
Recipient Branch Admin
Email Template Admin
How to Use a Template in an Email
Estimate Scope Overlap and Item Inclusion Algorithms
Xactware ID Help
Manage Accounts
All Categories > Reports
17 articles
XactAnalysis Insights is our exciting new self-service reporting tool. You can find it in the Reports drop-down menu. Insights allows you to analyse your data like never before!
9 articles by 1 author
M.I. (Management Information) reports allow you to monitor the work performed by your assessors, builders, and employees, the flow of estimates in specific regions and data sets, and trends in materi…
Updated 2 years ago
The following Graphical management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See M.I. (Management Information) for help with generating reports. Fo…
Updated 2 years ago by Arianne G.
The following Trend management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See M.I. (Management Information) for help with generating reports. Manage…
Updated 2 years ago by Bethany W.
The following Text management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See M.I. (Management Information) Reports for help with generating reports.…
The following Activity reports are available in XactAnalysis®, depending on your company’s settings and your rights. See M.I. (Management Information) for help with generating reports. For most repor…
Updated 2 years ago by Mara Kellogg
The following Excel management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See M.I. (Management Information) for help with generating reports. Manage…
The Assignment Volume reports enable you to view and sort your company’s assignments. You can filter the assignments by geographic area, loss type, data set, estimate total, catastrophe status, assig…
The Real-Time Management Dashboard allows you to view an overview of your company’s current claims and performance data. You can filter the dashboard as necessary and you can interact with the unique…
Powered by HelpDocs (opens in a new tab)