Excel Management Reports

The following Excel management reports are available in XactAnalysis®, depending on your company’s settings and your rights. See Management/Activity Reports for help with generating reports.

Assignment Aging

This report displays information about assignments with 1–2 weeks and 2+ weeks of inactivity, by area, adjuster or contractor , and claim number. Inactive assignments have not been returned to XactAnalysis, canceled, or rejected. This information helps to make you aware of adjusters and contractors with aging assignments. Assignments are removed once they are returned, cancelled, or rejected.

The date range for this report is the 12 months prior to the report generation date. Ad hoc date ranges are not used, as the intent is to display current data rather than data for a specific period of time.

Assignment Approvals

This report displays detailed assignment information, including the date each was Client Approved and QA Approved, and the name of the user that approved them.

Columns

Claim Number: Number identifying the insurance claim

Unique ID: Master File Number (MFN) assigned by XactAnalysis

Client Approval: Date the estimate received client approval

Client Approved By: Name of the individual who gave client approval

Received: Date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor . If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor . After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).

Contacted: Date the insured was contacted

Inspected: Date the site was inspected by the adjuster or contractor

Returned: Date the estimate was returned to XactAnalysis from the adjuster or contractor

State: State in which the assignment is located

Data set: Assignment’s data set name

Estimate Total: Total estimate dollar amount

CAT Code: Catastrophe code

Loss Type: Loss type (Collapse, Earthquake, Fire, etc.)

Job Type: Job type (General, Emergency, etc.)

Policy Type: Insurance policy type (Residential, Commercial, etc.)

Insured: Name of the policy holder

ZIP: ZIP code of the assignment location

Desk Adjuster: Desk adjuster’s name

Adjuster/Contractor: Field adjuster or contractor ’s name

XactNet Address: Adjuster or contractor’s XactNet address

XactAnalysis Status: Current XactAnalysis status of the assignment (Received, In Queue, Notified, Delivered, Returned, Corrected, Canceled, Rejected)

Workflow Status: Current workflow status of the assignment (Ready for assignment, Attention needed, Customer contacted, Site inspected, Job started, Drying started, etc.)

QA Approved: Date the estimate received QA approval

QA Approved By: Name of the individual who gave QA approval

Review Status: Current review status of the assignment (Not Yet Reviewed, Assigned, Review Pending, Reviewed, Reviewed with Exceptions)

Reviewer: Name of reviewer assigned to review claim

IA Reviewer: Name of independent adjuster assigned to review claim

Benchmark Usage

This report displays the number and type of Benchmark weather reports requested, the claims associated with the reports, the dates the reports were requested, and the user names of the people who requested the reports.

Columns

Report Type: Type of report ordered (Hail, Wind, or Lightning)

Dataset: Assignment's data set name

Region: Geographic/organizational area

Program Location: A more specific geographic area within the region

Zip Code: ZIP code of the assignment location

Claim Number: Number identifying the insurance claim

Insured Name: Insured's name

Type of Loss: Type of loss (Tornado, Collapse, Fire, etc.)

CAT Code: Catastrophe code

Date of Loss: Date of loss

Policy Type: Insurance policy type (Residential, Commercial, etc.)

Date Report was Requested: Date that the report was requested

Report Requestor: Username of person that requested report

Benefit Tracking

This report helps a company evaluate the financial benefit of a variety of claims and jobs.

Columns

State: State in which the program operates

Program Location: A more specific geographic area within the region

Claim #: Number identifying the insurance claim

Property Type: The type of property at issue in the claim

Job Authorization Date: Date a job was authorized by the insurance company

Supplier Name: The adjuster or contractor to which the assignment is assigned

Type of Loss: Category of loss (Collapse, Earthquake, Fire, etc.)

Scale: Scope of the loss (small, medium, large)

Number of Trades: Number of trade categories needed to restore the loss

Complexity: Level of complexity of the restoration job

Emergency Mitigation/Restoration Repair: Whether the assignment requires emergency mitigation or restoration repair work (General, Emergency, etc.) (see Job Type)

Job Completion Date: Date the job was completed by the adjuster/contractor

File Status: Displays the current file status of the assignment (opened, reopened, closed)

Total Tax Amount: Total estimate of all applicable taxes

Total Profit Amount: Total amount of profit earned

Total Overhead Amount: Total estimate of all applicable overhead costs

Total Labor Amount: Total estimate of all labor costs

Total Materials Amount: Total estimate of all material costs

Total Equipment Amount: Total estimate of all equipment costs

Total Adjustment Amount: Total amount of any applied adjustment

Total Amount of Estimated Labor, Materials & Equipment: Total estimated amount of all labor, materials, and equipment costs (Total Labor + Total Materials + Total Equipment)

Total Amount of Estimated Labor, Materials, Equipment, Overhead & Profit: Total estimated amount of all labo r, materials, equipment, overhead, and profit (Total Labor + Total Materials + Total Equipment + Total Overhead + Total Profit)

Total Amount of Estimate: Total estimate amount (including taxes)

Claim Life Cycle

This report displays the progress of assignments through the workflow and shows the times of specific events.

Columns

Region: Geographic area

Program Location: A more specific geographic area within the region

Claim Reference: Number identifying the insurance claim

Date of Loss: Date of loss-causing event

Date & Time Assignment Sent to Contractor by XactNet: The time an assignment was assigned to a specific adjuster or contractor, ready for the recipient to download

Date Contractor Notified: The date that the recipient was notified by email, text, or phone of the pending assignment

Date Assignment Delivered to Contractor: The date the assignment was downloaded to Xactimate by the recipient

Date of Site Inspection: Date the assignment location was inspected

Date & Time Estimate Returned to XactNet: The time a completed estimate was uploaded to XactAnalysis from Xactimate

Date & Time Estimate Opened by Claim Adjuster: The time a returned estimate was opened by a claim adjuster

Date & Time Estimate Approved: The time a returned estimate was approved by a claim adjuster

Projected Start Date: The date a recipient was projected to start on an estimate for the assignment

Actual Start Date: The date a recipient started on an estimate for the assignment

Projected Completion Date: The estimated completion date for the assignment

Actual Completion Date: The date the assignment was completed

Date File Closed: The date the assignment was marked as closed

Projected Costs to Complete Work: The estimated cost to complete work on the assignment

Actual Cost to Complete Work: The actual cost to complete work on the assignment

Contents Summary

This report displays comprehensive content item data, including item description and replacement cost.

Columns

Claim #: Number identifying the assignment

User Name: User to whom the estimate is assigned (user who is responsible for the whole estimate)

Priced By: Name of the individual who priced the item

Region: Geographic/organizational area

Added By: User ID of the individual who added the line item (a single contents estimate may be collaborated on by several adjusters or contractors)

Line Item Number: Number assigned to the line item

Quantity: Number of items

Age: Age of items in years

Reported Cost: Cost of items as reported by the insured

Original Description: Description of original contents item

Replacement Item Description: Description of replacement item

Replacement Source: Source of replacement item

Replacement Vendor: Vendor providing replacement item

Replacement?: Value (yes or no) indicating if the item is a replacement item

Unit Cost: Replacement item cost as set by the vendor

Item Category: Contents item category

Tax Amount: Tax amount for item

RCV Total: Replacement cost value total. Replacement cost value is the value of an item without deduction for depreciation.

Depreciation Percentage: Depreciation’s percentage of RCV Total

Amount of Depreciation: Dollar amount of depreciation

ACV Total: Actual cash value total. Actual cash value is the value of an item after depreciation (RCV Total - Amount of Depreciation)

Received Date: Date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor . If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor . After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).

Returned Date: Original date the estimate was returned to XactAnalysis

Corrected Date: Most recent date the estimate was corrected and returned to XactAnalysis

Coverage: Coverage type (Contents, Structural, Other Structures)

Sublimit: Sublimit type (Electronics, Furniture, etc.)

Created and Deleted Users

This report displays the users created or deleted within a specified time frame. It also lists the user who created or deleted the user. The default date range is one year, but can be modified before running the report. If a user has not been deleted, the Deleted and Deleted Date cells are blank.

Columns

User ID: The unique ID of the user who was created or deleted.

Last Name: The last name of the user who was created or deleted.

First Name: The first name of the user who was created or deleted.

Created By: The user ID of the user who created the user defined in the User ID, Last Name, and First Name columns.

Created Date: The date the user was created.

Deleted By: The user ID of the user who deleted the user defined in the User ID, Last Name, and First Name columns.

Deleted Date: The date the user was deleted.

Desk Adjuster

This report displays the number of claims assigned to desk adjusters in the different data sets and gives a breakdown of the individual claims for each desk adjuster, helping you oversee desk adjuster workloads.

Table 1 Columns

Desk Adjuster: Desk adjuster’s name

(Dataset Name): Number of claims assigned to the desk adjuster in the named data set

Table 2 Columns

Desk Adjuster: Desk adjuster’s name

Dataset: Assignment’s data set name

Claim #: Number identifying the assignment

Adjuster: Adjuster’s initials

Company: Assignment’s assigned contractor/claim rep

Estimate Value: Estimate value

Date Received: Date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor . If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor . After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).

Date Contacted: Date adjuster was contacted

Date Inspected: Date assignment was inspected

Date Returned: Date estimate was returned to XactAnalysis from Xactimate

Duplicate Assignment per Job Type

This report displays duplicate assignments (assignments with the same claim number) by job type, helping you address any errors that caused the duplication.

Columns

Claim Number: Number identifying the assignment.

Insured Name: Insured’s name

Job Type: (General, Emergency, etc.)

XactAnalysis Status: Assignment status (Assignment Received, Contractor Notified, etc.)

Assignee: Adjuster or contractor name

Desk Adjuster: Name of desk adjuster. Reads ‘Unassigned’ if no desk adjuster is assigned

Total Estimate Amount: Total estimate dollar amount

Emergency Mitigation

This report is used to break down the estimate amount and damage square footage of each severity level in emergency claims.

Columns

Region: Geographic area

Program Location: A more specific geographic area within the region

Claim Number: Number identifying the insurance claim

Property Type: The type of property at issue in the claim

Job Authorization Date: Date a job was authorized by the insurance company

Supplier Name: The adjuster or contractor to which the assignment is assigned

Peril: Category of loss (Collapse, Earthquake, Fire, etc.)

Job Closed Date: Date job is completed or closed.

File Status: Displays the current file status of the assignment (opened, reopened, closed)

Estimated Damage Amount for Severity [number]: The total estimated damage amount for a specified severity level

Damage Square Footage for Severity [number]: The amount of square footage damaged for a specified severity level

Estimated Amount for Excessive Contents: The total estimated amount for contents designated as Excessive.

Estimated Damage Amount for Severity [number] (after hours): The total estimated damage amount for a specified severity level (done after work hours)

Damage Square Footage for Severity [number] (after hours): The amount of square footage damaged for a specified severity level (done after work hours)

Estimated Tax: The estimated amount of tax for the claim

Estimated Grand Total: The total calculated amount for the claim

Job Status Roofing

This report helps a company monitor the assignment load and assignment progress of Preferred Service Providers (PSPs). Some companies give a favored rating or favored relationship to certain service provides, defining them as a PSP. To generate this report, you must select a PSP data set.

Columns

Contractor: Name of the PSP

Total Assignments: Total assignments assigned to the PSP

Job Started: Number of assignments with a “job started” status

Rejected: Number of assignments with a “rejected” status

Cancelled: Number of assignments with a “cancelled” status

Job Completed: Number of assignments with a “job completed” status

Measured Goals

This report helps a company measure how quickly a claim is being processed, to help companies determine whether they are meeting their internal goals.

Columns

Region: Geographic area

Program Location: A more specific geographic area within the region

Adjuster: Adjuster’s name and XactNet address

Claim #: Number identifying the insurance claim CAT Code

CAT Code: Catastrophe code associated with this assignment

Photo(s) Uploaded: Notates whether an estimate had photos uploaded to it (Y or N)

# of Photos: Number of photos uploaded to an estimate

Returned # of Days: Number of days between when an assignment was received into XactAnalysis and an estimate was returned

Estimated Returned <= 5.0 days: Notates whether the time between when the assignment was received into XactAnalysis and the estimate was returned was less than or equal to 5 days (Y or N)

# of Days until Contacted: Number of days between when an assignment was Received into XactAnalysis and the insured was contacted

Received to Contacted <= 1.0 day: Notates whether the time between when the assignment was Received into XactAnalysis and the customer was contacted was less than or equal to 1 day (Y or N)

Inspected to Uploaded: Number of days between when a loss location was inspected and the estimate was uploaded into XactAnalysis

Inspected to Uploaded <= 1.0 days: Notates whether the time between when the loss location was inspected and the estimate was uploaded into XactAnalysis was less than or equal to 1 day (Y or N)

Estimate Amount RCV: Estimated Replacement Cost Value (RCV). Replacement Cost Value is the money equal to the cost of replacing lost, stolen, or damaged property without a deduction for depreciation

Estimate Amount ACV: Estimated Actual Cash Value (ACV). Actual Cash Value is the money equal to the cost of replacing lost, stolen, or damaged property after applying depreciation

Denial: Notates whether the claim was a covered loss or whether it received a partial denial or denial (Covered Loss, Partial Denial, Denial)

Zero Dollar Estimate: Notates whether the estimate had a value of zero dollars (Y or N)

Inspected Onsite: Notates whether the assignment had an onsite inspection (Y or N)

Printed Onsite: Notates whether the estimate for an assignment was printed and given to the claimant onsite (Y or N)

Onsite Payment: Notates whether the assignment received a manual onsite payment (Y or N)

Inclusions: Notates whether an estimate has any inclusions (Inclusions is an Xactware term that refers to when too many line items are included in an estimate.) (Y or N)

Overlap: Notates whether an estimate has any overlap (Overlap is an Xactware term that refers to line items that include too much quantity, like more baseboard than would fit in a room.) (Y or N)

Depreciation Applied Frequency: Notates whether depreciation was applied to this estimate (Y or N)

Depreciation Severity: The percent depreciation applied to the estimate (Estimate ACV / Estimate RCV)

Loss Type: Category of loss (Collapse, Earthquake, Fire, etc.)

Single Adjuster: Notates whether a single adjuster or multiple adjusters worked on the estimate (Single, Multiple)

Overhead & Profit: Notates whether the estimate includes overhead and profit costs (Y or N)

Loss Location State: The state in which the property loss is located

Personal Rules

This report shows each personal rule that was triggered, and information about the estimate that triggered each rule. It helps you determine which personal rules are no longer needed.

Columns

User: Name of the user who triggered the rule

Data set: Data set in which the rule was triggered

Date: Date and time the personal rule was triggered

Category: Personal rule category

Event: Personal rule event

Hierarchy/Location: Geographic location/hierarchy of triggered personal rule

Priority: Personal rule priority (All, Emergency, Normal)

Type: Personal rule type (All, Catastrophe, Non-catastrophe)

Contains: Shows when the estimate contains price list items under the following coverage types: Structural, Contents, or Other Structures

Loss Type: Personal rule loss type (Collapse, Earthquake, Fire, etc.)

Other: Personal rule’s specific triggering event (Any Occurrence, Increases By 10%, etc.)

Claim #: Number identifying the assignment

Estimate Amount: Estimate dollar amount

Pre-VAT Amount

A value-added tax (or VAT) is a consumption tax that is added to the cost of goods purchased, much in the way a sales tax is added. The VAT may or may not be broken down on a receipt. The percent of VAT charged varies regionally. You will need to know the percent of the VAT for a specific region to get an accurate calculation.

Columns

Claim Reference: Number identifying the insurance claim

Job Complete Date: Date the job was completed by the adjuster or contractor

Insured’s Name: Name of the policyholder

Pre-VAT Estimate Value: Estimated pre-VAT value of a good (Estimated total cost of a good – VAT amount)

Authorized Amount: Value entered and approved by reviewer (probably includes VAT)

Price List Deviation

This report displays information about estimates with price deviations, including changes to price list item descriptions and values.

Columns

Data set: Estimate’s data set name

Claim #: Number identifying the estimate

Region (Hierarchy): Geographic/organizational area

Adjuster/Contractor (XN Address): Adjuster or contractor's XactNet address

Adjuster/Contractor Name: Adjuster or contractor's name

Category Code: Code identifying price list category

Selector Code: Code identifying individual price list item

Description Before Change (Price List Item Description): Price list item description before change

Description After Change: Price list item description after change

Unit Before Change: Unit on which the item value is based before change (EA (each), SF (square foot ), etc.)

Unit After Change: Unit on which the item value is based after change

Value Before Change: Item value before change (per unit)

Value After Change: Item value after change (per unit)

Total Line Item Value Before Change: Total item value before change

Total Line Item Value After Change: Total item value after change

Line Item Note: Note attached to line item in Xactimate

Estimate Total: Estimate total value

Returned Date & Time: Date and time estimate uploaded to XactAnalysis

Response Time by Contractor

This report displays the response time by a contractor along with different XactAnalysis statuses.

Columns

Contractor/Adjuster: Name of the adjuster or contractor

XactNet Address: Adjuster or contractor’s XactNet address

State: State in which the adjuster or contractor operates

Enterprise ID: Specific ID that may be assigned by the enterprise

Data set: Data set with which this adjuster or contractor is associated

Total Estimates: Total Estimates assigned to this specific adjuster or contractor

Avg. Days until Contacted: Average amount of days between when notification was sent and when the insured was contacted

Avg. Days until Inspected: Average amount of days between when notification was sent and when the site of loss was inspected

Avg. Days from Contacted to Inspected: Average amount of days between when the insured was contacted and when the site of loss was inspected

Avg. Days until Returned: Average amount of days between when notification was sent and when an estimate was returned

Avg. Days from Inspected to Returned: Average amount of days between when a site of loss was inspected and when an estimate was returned

Avg. Estimate Value: Average value of estimates (Total value of all estimates / number of estimates)

Response Time by Property Owner

This report displays response times for each step of the estimate process by property owner. The “start” time for the response time calculations is the Assignment Received date.

Columns

Property Owner: Name of the property owner

Claim Number: Number identifying the insurance claim

Dataset: Assignment’s data set name

XactNet Address: Assignee (adjuster/contractor) XactNet address

Enterprise ID: Number identifying the assignment, assigned by the adjuster or contractor

Date/Time Received: Date and time the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor. If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead)

Date/Time Contacted: Date and time the assignee made first contact with the insured

Date/Time Inspected: Date and time the site was inspected by the assignee

Date/Time Returned: Date and time the estimate was returned to XactAnalysis by the assignee

# Days until Contacted: Number of days for the status to change from Assignment Received  (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Customer Contacted (assignee made first contact with insured)

# Days until Inspected: Number of days for the status to change from Assignment Received  (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Site Inspected (site inspected by assignee)

# Days from Contacted to Inspected: Number of days for the status to change from Customer Contacted (assignee made first contact with insured) to Site Inspected (site inspected by assignee)

# Days until Returned: Number of days for the status to change from Assignment Received  (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Returned (estimate returned to XactAnalysis by assignee)

# Days from Inspected to Returned: Average number of days for the status to change from Site Inspected (site inspected by assignee) to Returned (estimate returned to XactAnalysis by assignee)

Estimate Value: Estimate dollar value

Reviewed With Exceptions Initial Response Time

This report displays the date an estimate is reviewed with exceptions, the date the estimate correction is uploaded, and the number of days between these two events, helping you monitor the flow of estimates reviewed with exceptions.

Columns

Claim Number: Number identifying the estimate

Adjuster: Adjuster or contractor’s XactNet address

Reviewer: Reviewer name

Data set: Estimate’s data set

Exception Date: Date the estimate is marked Estimate Reviewed with Exceptions

Uploaded Date: Date the estimate correction is uploaded

Days Between: Number of days between when the estimate is marked Estimate Reviewed with Exceptions and when the estimate is uploaded

Salvage

This report can help you evaluate the amount saved from items that are able to be salvaged. “Abandonment and Salvage” describes the forfeiture of property and the ensuing claim over that property by a second party. This phrase can be included in an insurance contract, enabling the insurance company to accept and salvage abandoned property.

Columns

Region: Geographic area or organizational unit

Office: A more specific geographic area within the region or office location

State: State in which the assignment is located

Claim Number: Number assigned to identify insurance claim

Desk Adjuster: Representative assigned to the claim

Data set: Data set name

Insured Name: Name of the policy holder

Date of Loss: Date of loss

Category Code: The category code in which a salvaged item belongs

Salvage Type: The salvaged items can be classified as Abandoned, Carrier, Insured, Not restored, Restored, or Salvor (A salvor is a specialist in salvaging inventory and equipment after an insurance loss such as a fire. A salvor examines, protects, and collects the inventory and then locates a buyer. The proceeds of salvage sale can be used to minimize the cost of an insurance claim.)

Salvage Amount: The value of the items salvaged

Top 10 Vendor Geographic

This report displays estimate response times by the top ten vendor geographic areas and by individual assignment, allowing you to monitor vendor effectiveness by area.

Table 1

This table shows estimate response times by the top ten vendor geographic areas.

Columns

County/State: Top ten vendor geographic areas

Total Estimates: Number of estimates

Received to Contacted: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Customer Contacted (recipient made first contact with insured)

Received to Inspected: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Site Inspected (site inspected by assignment recipient)

Contacted to Inspected: Average number of days for the status to change from Customer Contacted (recipient made first contact with the insured) to Site Inspected (site inspected by assignment recipient)

Received to Returned: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Returned (estimate returned to XactAnalysis from assignee)

Inspected to Returned: Average number of days for the status to change from Site Inspected (site inspected by assignment recipient) to Returned (estimate returned to XactAnalysis from assignee)

Table 2

This table shows estimate response times by individual assignment.

Columns

County/State: County and state names

Dataset: Data set name

Claim #: Number assigned to identify assignment

IA Adjuster: Assignee name

Date Received: Date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor.  If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead)

Date Contacted: Date the insured is contacted

Date Inspected: Date the property is inspected

Date Returned: Date the completed estimate is returned to XactAnalysis

Received to Contacted: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Customer Contacted (recipient made first contact with insured)

Received to Inspected: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Site Inspected (site inspected by assignment recipient)

Contacted to Inspected: Average number of days for the status to change from Customer Contacted (recipient made first contact with the insured) to Site Inspected (site inspected by assignment recipient)

Received to Returned: Average number of days for the status to change from Assignment Received (the date the assignment was first received into the Assignment Queue or first assigned to an adjuster or contractor) to Returned (estimate returned to XactAnalysis from assignee)

Inspected to Returned: Average number of days for the status to change from Site Inspected (site inspected by assignment recipient) to Returned (estimate returned to XactAnalysis from assignee)

Transaction Counts

This report displays information about billable transactions/events, allowing you to monitor billable transaction activity during the month and compare it to the Billing Invoice.

Table 1

This table shows the number and type of billable events your company has incurred in a given data set. Billable events vary by company. Your billable events may be different than the events shown in the screenshot.

Columns

Dataset: Data set in which the billable event occurred

Billable events: These events vary by company

Table 2

This table shows the number and type of billable events your company has incurred by assignment.

Columns

Dataset: Data set in which the billable event occurred

Region: Geographic area

Program Location: A more specific geographic area within the region

Claim Number: Unique combination of letters and numbers used to identify the claim

Policy Number: Unique combination of letters and numbers used to identify the customer's policy

Insured Name: Insured name

Type of Loss: Type of loss (Tornado, Collapse, Fire, etc.)

Date of Loss: Date of loss

CAT Code: CAT code

Policy Type: Policy type

Billable events: These events vary by company

User Application Rights

This report lists all of the users for a company and which rights each user has, including which data sets they are assigned to and which permissions they have. These rights may vary by company and may not reflect what is shown here.

For more information, go to User Rights > Application Rights.

Columns

User ID: The XactAnalysis user ID.

User Name: The name of the user.

Employee #: The employee number that identifies the user.

Dataset Rights: The rights to assign users to entire data sets or limit them to a geographic hierarchy level within a data set.

Hierarchy Rights: The right to create, edit, and delete geographic and organization hierarchies.

Ad Hoc Reports: The right to access Ad Hoc Reports.

Add/Remove Claim Assignments: The right to add and remove assignments in Claim View.

Assignment Status Batch Update: The right to update the statues of a batch of claims by uploading an Excel spreadsheet.

Bulk Assignment Import: The right to import up to 500 assignments into XactAnalysis by uploading a spreadsheet.

Change Passwords Only: The right to see all users and change a password for another XactAnalysis user.

Client Admin: The right to add and remove clients to and from XactAnalysis.

Collaboration Admin: The right to manage collaborators, assign collaborators to an assignment, and see the names of any collaborators assigned to a claim.

Collaborator: The right to be identified as a collaboration recipient and to collaborate on assignments.

Create Claim Files: The right to create claim files and attach them to assignments.

Create Insights Content: The right to create content in Insights.

Custom Groups – Adjusters: The right to access Custom Groups and create groups of adjusters for Management/Activity reporting and for Payment Queue.

Custom Groups – Contractors: The right to access Custom Groups and create groups of contractors for Management/Activity reporting and for Payment Queue.

Custom Groups – XactAnalysis Users: The right to access Custom Groups and create groups for Personal Rules.

Custom Reports: The right to view and run custom reports, management dashboards, and performance scorecards.

Desk Adjuster Administrator: The right to see the names of desk adjusters assigned to an assignment and to assign and reassign desk adjusters to assignments.

Desk Adjuster: The right to be identified as a desk adjuster and to see your own name if you are assigned to an assignment.

ERQ Reviewer Rotation: The right to view the Set Reviewer Rotation link in Estimate Review Queue, to select or de-select reviewers that are automatically rotated and assigned to assignments, and to select which queue rules trigger the reviewer rotation.

Edit Action Items: The right to edit Action Items.

Edit Claim File Data: The right to edit claim file information, including the policyholder’s name, claim number, and policy number.

Email Template Admin: The right to manage and create email templates.

Estimate Review Administrator: The right to manage the Review Queue Rules, see all claims and review statues in the Estimate Review Queue, and assign a reviewer to an estimate.

Estimate Reviewer: The right to be assigned to review a claim, see all estimates that are assigned to them, accept and complete estimate reviews, and update the Estimate Review status on an estimate assigned to them.

Filter and Column Admin: The right to use Column Admin to add or edit column sets for Advanced Search Results and the Estimate Review Queue.

Hierarchy: The right to edit the geographic and organization hierarchies and view the coverage areas of a company; to create, edit, and delete locations; and to manage zip/postal codes at the lowest level of hierarchy.

License Admin: The right to enable users to use License Admin to view or modify Xactimate® licenses.

Order Benchmark® Reports: The right to request Benchmark weather data in the Assignment Detail and the Advanced Search Results Select an Action menus.

Payment Administrator: The right to assign processors to claims and to see all estimates in the Payment Queue.

Payment Processor: The right for a user to see all estimates in the Payment Queue that are assigned to that user and to update the payment status on estimates assigned to that user.

Performance Scorecard Threshold Management: The right to manage the thresholds that grade conditions for each metric, category, and overall score.

Policyholder Sharing: The right to invite policyholders to participate in the claim process and to share assignment documents, notes, and photos with them in ClaimXperience.

Price List Admin: The right to upload custom price lists to XactAnalysis, manage them, and assign them to zip/postal codes.

Program Rules – Assignment Escalation: The right to access the Assignment Escalation page in Program Rules; to create, edit, and delete rules; and to see any assignment created in the specific data set and geographic location set up for the rule.

Program Rules – Notification Setup: The right to access the Notification Setup page in Program Rules, to create a notification method that sends an email when a program rule is broken, and to create, edit, and delete notifications.

Qualifications: The right to qualify adjusters and contractors to receive assignments as well as to edit their settings.

Recipient Branch Administrator: The right to select an office branch in each data set to act as a default recipient for assignments.

Report Access Log: The right to access and use the Report Access Log.

Request Eagle View Roofing Measurements: The right to request third-party roofing measurements from EagleView Technologies.

Run Activity Reports: The right to use the activity reports and report filters.

Run XactAnalysis Management Reports: The right to create and view management reports.

Run XactAnalysis: The right to access claim data and the following areas of XactAnalysis:

• Advanced Search
• Assignment Detail
• XactAnalysis Assignment Queue
• XactAnalysis Assignment Queue by Zip Code
• Assignment Queue Search Results
• Real Time Management Reports
• Industry Trend Reports
• Assignment Volume
• User Information
• XactNet Address Book
• Personal Address Book
• Coverage Areas
• Personal Rules
• User Search Column Admin
• Helps

Send Work Assignments: The right to access Send Work Assignment and to create, assign, and reassign assignments.

Start Video Collaboration: The right to initiate video chat sessions with customers in XactAnalysis.

Surveyor: The right to add the user’s name as an option when assigning a surveyor to an assignment.

Task Adjuster Administrator: The right to create and manage XASP task adjuster user accounts and to assign and reassign task assignments.

User Admin: The right to create, edit, and delete users and to set up user rights.

User Roles Admin: The right to access User Roles Admin, create user roles groups, and add users to those groups.

View Insights: The right to access the Insights page.

XA Cancel Assignments: The right to cancel assignments that have a status of Delivered, In Queue, Notified, or Rejected.

XactAnalysis Preferences: The right to use the XactAnalysis Preferences page to manage the preferences for a data set.

Vendor Scorecard

This report displays information on assignments given to vendors

Columns

Region: Geographic/organizational area

Program Location: A more specific geographic area within the region

Claim #: Number identifying the insurance claim

Dataset: Assignment’s data set name

Vendor Adjuster: Name of the vendor adjuster

Date of Loss: Date of loss-causing event

CAT #: Code assigned to a catastrophe type

Street Address: The street address of the property

City: The city where the property is located

State: The state where the property is located

Zip Code: The zip code where the property is located

Type of Loss: Cause of loss (Tornado, Collapse, Fire, etc.)

Business Unit: A group of users defined by your company

XactAnalysis Status: The current XactAnalysis status of the assignment

Estimate Total: The assignment's total estimate amount

Date Received: Date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor.  If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead)

Date Delivered: Date assignment was downloaded to Xactimate by an adjuster

Date Contacted: Date adjuster was contacted

Date Inspected: Date assignment was inspected

Date Returned: Date estimate was returned to XactAnalysis from Xactimate

Date Closed: Date assignment's file status was updated to Closed

Date Reopened: Date assignment's file status was updated to Reopened

Date Reassigned: Date assignment was reassigned to a different adjuster

Received to Contacted: Number of days between an assignment's Received date and Contacted date

Received to Inspected: Number of days between an assignment's Received date and Inspected date

First Report: Date claim was first reported

Received to First Report: Number of days between an assignment's Received date and First Report date

Received to Returned: Number of days between an assignment's Received date and Returned date

Received to Close: Number of days between an assignment's Received date and Close date

Inspected to Returned: Number of days between an assignment's Inspected date and Returned date

Reserve Recommendation (Structural): The amount recommended for structural reserve

Reserve Recommendation (Contents): The amount recommended for contents reserve

Reserve Recommendation (Other Structures): The amount recommended for other structures reserve

Reserve Recommendation (Unclassified): The amount recommended for unclassified reserve

Total Reserve Recommendation: The total amount recommended for reserve

Xactimate Version and Profiles

This report displays information about the Xactimate setup for each user, including version, minor version, last connect date, last estimate upload date, and Xactimate profiles installed. This report allows you to verify that Xactimate users have the proper version of the software.

Columns

User Name: The adjuster or contractor

XactNet Address: The XactNet address associated with the adjuster or contractor

Xactimate Version: Xactimate version (based on the user’s last connection to XactAnalysis)

Minor Version: Xactimate minor version (based on the user’s last connection to XactAnalysis)

Last Connect Date: Date the user last connected to XactAnalysis

Last Estimate Upload Date: Date the user last successfully uploaded an estimate to XactAnalysis

Profiles Installed: Xactimate user profiles installed