Claimant and Approver Reports

Both claimants and approvers are granted access to a limited selection of reports within the Reports tab. This article outlines the reports that are accessible to these users and how to run these reports, providing a comprehensive overview of the information available to them.

Claimants

The "Personal Report - My Claims" is available in CSV format and displays all your claim and item details. You can also run the "Personal Assistant Report" to review item details for users that have you as their Proxy.

How do I view a CSV report?

To view a CSV report...

1. From the Reports tab, click on a CSV report. The report detail page will then be displayed with multiple filter options to narrow your results.

   

   Note

   You can use the filter options that are listed below to specify the search criteria.

   • Date Range - The field where the dates will be pulled from (By Date) and the time frame.
   • Region - The region of the users in the report.
   • Accounts - The account types that will be included in the report.
   • Status - The claim status of items that will be included in the report.
2. Select the required search criteria and click the CREATE button.

   The Export Successful page is displayed, as shown in the screenshot below.

   

3. Click the DOWNLOAD button. The CSV file will be downloaded on your local machine.

Approvers

The "Personal Report - Users Reported to Me" lists all of the claim data for items that were submitted for your approval by users who report to you. This report is available in CSV format. 

How do I view a CSV report?

To view a CSV report...

1. From the Reports tab, click on a CSV report. The report detail page will then be displayed with multiple filter options to narrow your results. 

   

   Note

   You can use the filter options that are listed below to specify the search criteria.

   • Date Range - The field where the dates will be pulled from (By Date) and the time frame.
   • Region - The region of the users in the report.
   • Accounts - The account types that will be included in the report.
   • Status - The claim status of items that will be included in the report.
2. Select the required search criteria and click the CREATE button.

   The Export Successful page is displayed, as shown in the screenshot below.

   

3. Click the DOWNLOAD button. The CSV file will be downloaded on your local machine.

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