3

Query Loss Adjustment Search

3.1

Click the Loss Adj Expense tab.

3.2

Click the Query button to display the Query window.

A

Criteria category. Click a category to display its criteria.

B

Criteria for the selected category.

C

Your query displays here as you build it.

3.3

Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.

Bill Criteria

Bill Amount
Value Range parameter that lets you search for bill amounts within a specified range.
Check Date
Date Range parameter that lets you search for checks issued within a specified date range.
Created By
Pick List parameter that lets you search by who created the adjustment.
Expense Category
Pick List parameter that returns adjustments having the selected expense categories.
Invoice Date
Date Range parameter that lets you search adjustments having an invoice date within a specified date range.
Payment Status
Pick List parameter that lets you search adjustments having the selected payment status.
Policyholder
MultiSelect Text parameter that lets you search adjustments for the specified policy holders.
Received Date
Date Range parameter that lets you search for adjustments received within a specified date range.
Vendor
MultiSelect Text parameter that lets you search adjustments for the specified vendors.

Bill Allocation Criteria

Coverage
Pick List parameter that lets you search adjustments with the selected coverage.
Effective Date
Date Range parameter that lets you search for adjustments for policies with effective dates in a specified date range.
Treaty
Pick List parameter that lets you search for adjustments with the selected treaties.
3.4

Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.

A

Expands all query criteria items.

B

Collapses all query criteria items.

C

Removes all criteria from the query.

D

Lets you edit the currently select criteria.

E

Deletes the currently selected criteria.

3.5

If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.

3.6

Click Execute to run the query.

3.7

If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.