Excel Management Reports

The following Excel management reports are available in XactAnalysis® Quality Review (QR), depending on your company’s settings and your rights. See M.I. (Management Information) for help with generating reports.

Assignment Ageing

This report displays information about assignments with 1–2 weeks and 2+ weeks of inactivity, by area, assessor or builder, and claim reference. Inactive assignments have not been returned to XactAnalysis, cancelled, or rejected. This information helps to make you aware of assessors and builders with ageing 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 Reference: 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 After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).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

Country: Country in which the assignment is located

Dataset: Assignment’s data set name

Estimate Total: Total estimate pound 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 (Household, Commercial, etc.)

Insured: Name of the policy holder

Postcode: Postcode of the assignment location

Desk Adjuster: Desk adjuster’s name

Adjuster: Field adjuster/contractor’s name

XactNet Address: Adjuster/contractor’s XactNet address

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

Contents Summary

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

Columns

Claim Reference: Number identifying the assignment

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

Priced By: Name of the individual who priced the item

Region: Geographic area

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

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: Pound 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, Building, Other Structures)

Article Limit:Article Limit 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.

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

Dataset: 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 Reference: Number identifying the assignment

Estimate Amount: Estimate pound amount

Price List Deviation

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

Columns

Dataset: Estimate’s data set name

Claim Reference: Number identifying the estimate

Region (Hierarchy): Geographic/organizational area

Adjuster (XN Address): Adjuster/contractor XactNet address

Adjuster Name: Adjuster/contractor 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), SM (square metre), 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

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: Geographic area

Claim Reference: Number identifying the assignment

Policy Reference: Number identifying the assignment

Insured Name: Insured name

Peril: Peril (Collapse, Fire, etc.)

Date of Loss: Date of loss

CAT Code: CAT code

Policy Type: Policy type

Billable events: These events vary by company