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Getting Started ​ | ​ Assignment Detail ​ | ​ Line Item worksheet

Getting Started

Getting Started

Welcome page

What's New

Frequently asked questions

Training Videos

XactAnalysis Integrations

Links to documentation for other products

Using artificial intelligence in XactAnalysis

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Glossary

Assignments

Search

Search

Search Filters

Assignment Queue

Payment Queue

Assignment Detail

Assignment Detail (New)

Send Work Assignment

Classic Assignment Queue

Estimate Review Queue

Estimate Collaboration

Reassign an Assignment

Referral Assignment

Statuses

Assignment Workflow Status Batch Update

Claim View

Action Item Center

Bulk Assignment Import

Estimate Reports

Assign from Assignment Queue by Zip

Benchmark Reports

Video Collaboration

Classic Payment Queue

Reports

XactInsights

Search in XactInsights

Worksheets and columns

Claims worksheet

Line Item worksheet

Industry Line Item Data worksheet

Industry Claim Data worksheet

Transactions worksheet

XactXpert Rule Alerts worksheet

XactXpert Line Item Summary Differences worksheet

XactXpert Impact worksheet

Search overview

Keywords

Industry Data

Liveboards

Liveboards overview

Present a liveboard

What's New in XactInsights

XactInsights overview

Answers

SpotIQ

XactInsights frequently asked questions

Using formulas in XactInsights

Management and Activity Reports

Graphical Management Reports

Trend Management Reports

Text Management Reports

Activity Reports

Excel Management Reports

A.M. Best Industry Ranking in Management Reports

Assignment Volume Report

Real-Time Management Dashboard

Industry Trend Reports

Ad Hoc Reports

Performance Scorecard Thresholds

Average Depreciation Percentage

Administration

User Administration

User Administration

Automation

Bulk User Import

User Information

User Rights

XactNet Address Book

Personal Address Book

Hierarchy

Qualifications

Qualify and Rotate Data Sets

Adjuster/Contractor Rotation

Organization Hierarchy

Program Rule Notifications

Personal Rule Notifications

Desk Adjuster

XactAnalysis Preferences

Change Passwords

Queue Admin

Column Admin

User Column Admin

Custom Groups

Price Lists

Notification Center

Recipient Branch Admin

Email Template Admin

How to Use a Template in an Email

Coverage Areas

License Admin

Estimate Scope Overlap and Item Inclusion Algorithms

Xactware ID Help

Manage Accounts

Getting Started

Check out training videos, frequently asked questions, the latest updates outlined in our What's New page, and more!

10 articles by 3 authors

Assignments

Learn about topics such as Assignment Detail, Search, Send Work Assignment, and other features under the Assignments menu.

22 articles by 3 authors

Reports

XactAnalysis provides multiple ways for you to view and analyze your data, such as Management and Activity Reports, Industry Trend Reports, and Insights.

32 articles by 3 authors

Administration

Under Administration, you can learn how to add and edit users, update your own user information, build your organization's hierarchy, qualify adjusters and contractors, and more.

31 articles by 2 authors

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