Getting Started
What's New
FAQ
Using Artificial Intelligence in XactAnalysis
Welcome Page
Assignments
Search
Search Filters
Assignment Queue
Estimate Review Queue
Payment Queue
Assignment Detail
Assignment Detail (New)
Action Item Centre
Assignment Workflow Status Batch Update
Bulk Assignment Import
Claim View
Classic Assignment Queue
Classic Estimate Review Queue
Classic Payment Queue
Estimate Collaboration
Reassign an Assignment
Referral Assignment
Send Work Assignment
Statuses
Video Collaboration
Reports
XactInsights
Search in XactInsights
Worksheets and columns
Claims worksheet
Line Item worksheet
XactXpert Rule Alerts worksheet
XactXpert Line Item Summary Differences worksheet
XactXpert Impact worksheet
Keywords
Liveboards
Present a liveboard
What's New in XactInsights
XactInsights overview
Answers
SpotIQ
XactInsights frequently asked questions
Using formulas in XactInsights
M.I. (Management Information) reports
Activity Reports
Excel Management Reports
Graphical Management Reports
Industry Trend Reports
Trend Management Reports
Text Reports
Assignment Volume Report
Real-Time Management Dashboard
Administration
User Administration
Automation
Bulk User Import
Adjuster/Contractor Rotation
Change Passwords
Column Admin
Custom Groups
Desk Adjuster
Email Template Admin
Estimate Scope Overlap and Item Inclusion Algorithms
Hierarchy
How to Use a Template in an Email
Manage Accounts
Notification Centre
Organisation Hierarchy
Personal Address Book
Personal Rule Notifications
Price Lists
Program Rule Notifications
Qualifications
Qualify and Rotate Data Sets
Queue Admin
Recipient Branch Admin
Status Admin
User Column Admin
User Information
User Rights
XactNet Address Book
XactAnalysis Preferences
Xactware ID Help
All Categories > Reports
24 articles
XactInsights is our exciting new self-service reporting tool. You can find it in the Reports dropdown menu. XactInsights allows you to analyse your data like never before!
15 articles by 1 author
M.I. (Management Information) reports allow you to monitor the work performed by your adjusters, contractors, and employees, the flow of estimates in specific regions and data sets, and trends in mat…
Updated 1 year ago
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 3 years ago by Mara K
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…
Updated 2 years ago by Arianne G.
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 3 years ago by Arianne G.
Industry trend reports display various material and labour costs across the entire industry. These graphical, interactive reports are regularly updated with researched pricing data to give you an acc…
Updated 1 year 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 3 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 Assignment Volume reports enable you to view and sort your company’s assignments. You can filter the assignments by geographic area, peril, data set, estimate total, catastrophe status, assignmen…
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)
