1
Run Claimant Reports
1.1
Make sure the Claimant sub tab is selected then search for the desired claimants. Reports run on claimants shown in the Claimant Summary list.
A
Select this tab to run claimant reports.
B
Reports use data listed here.
1.2
Click the Reports button to display the Reports window.
A
Click to expand or hide sort options for the report.
B
Exports the selected report to an Excel spreadsheet.
C
Generates a PDF of the selected report.
D
Close the report window without running a report.
E
Available reports. Check the box next to the report you want to run. If the report has sorting options, the report expands to show the options. Check the box by the desired sorting option.
1.3
Select the desired report and sorting option, then click Excel or Print as desired to run the report.