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Using Artificial Intelligence in XactAnalysis
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Prevent double counting in scheduled XactInsights reports
Present a liveboard
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Parameters in XactInsights
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Insight Analyst
Using formulas in XactInsights
M.I. (Management Information) reports
Activity Reports
Excel Management Reports
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Industry Trend Reports
Trend Management Reports
Text Reports
Assignment Volume Report
Real-Time Management Dashboard
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Add Queue Rule fields and menus
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Estimate Scope Overlap and Item Inclusion Algorithms
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Qualify and Rotate Data Sets
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All Categories > Reports
28 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!
19 articles by 2 authors
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 2 years 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…
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 4 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.…
Updated 4 years ago by Arianne G.
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…
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