Reports

38 articles

Management and Activity Reports

Management/Activity 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 materials usa…

Updated

Activity Reports

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

Updated by Mara K

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. Manageme…

Updated by Arianne G.

Graphical Management Reports

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

Updated by Arianne G.

Industry Trend Reports

Industry trend reports display various material and labor costs across the entire industry. These graphical, interactive reports are regularly updated with researched pricing data to give you an accu…

Updated by Arianne G.

Trend Management Reports

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

Updated by Bethany W.

Text Management Reports

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

Updated by Arianne G.

Ad Hoc Reports

You can use Ad Hoc Reports to view and generate customized reports for your company. To add a custom report to this page, contact your account manager and relay the data sets, filters, and columns yo…

Updated by Arianne G.

A.M. Best Industry Ranking in Management Reports

The A.M. Best Industry Ranking feature in Management/Activity Reports helps you compare your company to your peers (U.S. insurance carriers) based on data provided by A.M. Best. Please note that repo…

Updated by Arianne G.

Assignment Volume Report

The Assignment Volume reports enable you to view and sort your company’s assignments. You can filter the assignments by geographic area, type of loss, data set, estimate total, catastrophe status, as…

Updated by Arianne G.

Average Depreciation Percentage

To calculate the average line item depreciation percentage, we must look at the assignment line items in Xactimate. First, the Depreciation amounts for each line item are summed. Then, costs such as…

Updated by Arianne G.

Real-Time Management Dashboard

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…

Updated by Bethany W.

Performance Scorecard Thresholds

Performance Scorecard Threshold lets you manage the thresholds that grade conditions for each metric, category, and overall score. In Performance Scorecard, each metric and category has a set of scor…

Updated by Bethany W.