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 After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).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

Peril Type: Peril 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

Benefit Tracking

This report helps a company evaluate the financial benefit of a variety of claims and jobs.

Columns

Country: Country in which the assignment is located

Region: Region in which the program operates

County: A more specific geographic area within the region

Claim Reference: Number identifying the insurance claim

Property Type: The type of property at issue in the claim

Job Authorisation Date: Date a job was authorised by the insurance company

Supplier Name: The adjuster or contractor to which the assignment is assigned

Peril: Category of peril (Collapse, Earthquake, Fire, etc.)

Scale: Scope of the loss (small, medium, large)

Number of Trades: Number of trade categories needed to restore the loss

Complexity: Level of complexity of the restoration job

Emergency Mitigation/Restoration Repair: Whether the assignment requires emergency mitigation or restoration repair work (General, Emergency, etc.) (see Job Type)

Job Completion Date: Date the job was completed by the adjuster/contractor

File Status: Displays the current file status of the assignment (opened, reopened, closed)

Total Tax Amount: Total estimate of all applicable taxes

Total Profit Amount: Total amount of profit earned

Total Overhead Amount: Total estimate of all applicable overhead costs

Total Labour Amount: Total estimate of all labour costs

Total Materials Amount: Total estimate of all material costs

Total Equipment Amount: Total estimate of all equipment costs

Total Adjustment Amount: Total amount of any applied adjustment

Total Amount of Estimated Labour, Materials & Equipment: Total estimated amount of all labour, materials, and equipment costs (Total Labour + Total Materials + Total Equipment)

Total Amount of Estimated Labour, Materials, Equipment, Overhead & Profit: Total estimated amount of all labour, materials, equipment, overhead, and profit (Total Labour + Total Materials + Total Equipment + Total Overhead + Total Profit)

Total Amount of Estimate: Total estimate amount (including taxes)

Claim Life Cycle

This report displays the progress of assignments through the workflow and shows the times of specific events.

Columns

Country: Country in which the assignment is located

Region: Geographic area

County: A more specific geographic area within the region

Claim Reference: Number identifying the insurance claim

Date of Loss: Date of loss-causing event

Date & Time Assignment Sent to Contractor by XactNet: The time an assignment was assigned to a specific adjuster or contractor, ready for the recipient to download

Date Contractor Notified: The date that the recipient was notified by email, text, or phone of the pending assignment

Date Assignment Delivered to Contractor: The date the assignment was downloaded to Xactimate by the recipient

Date of Site Inspection: Date the assignment location was inspected

Date & Time Estimate Returned to XactNet: The time a completed estimate was uploaded to XactAnalysis from Xactimate

Date & Time Estimate Opened by Claim Adjuster: The time a returned estimate was opened by a claim adjuster

Date & Time Estimate Approved: The time a returned estimate was approved by a claim adjuster

Projected Start Date: The date a recipient was projected to start on an estimate for the assignment

Actual Start Date: The date a recipient started on an estimate for the assignment

Projected Completion Date: The estimated completion date for the assignment

Actual Completion Date: The date the assignment was completed

Date File Closed: The date the assignment was marked as closed

Projected Costs to Complete Work: The estimated cost to complete work on the assignment

Actual Cost to Complete Work: The actual cost to complete work on the assignment

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.

Desk Adjuster

This report displays the number of claims assigned to desk adjusters in the different data sets and gives a breakdown of the individual claims for each desk adjuster, helping you oversee desk adjuster workloads.

Table 1 Columns

Desk Adjuster: Desk adjuster’s name

(Dataset Name): Number of claims assigned to the desk adjuster in the named data set

Table 2 Columns

Desk Adjuster: Desk adjuster’s name

Dataset: Assignment’s data set name

Claim Reference: Number identifying the assignment

Adjuster: Adjuster’s initials

Company: Assignment’s assigned contractor/claim rep

Estimate Value: Estimate value

Date 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).

Date Contacted: Date adjuster was contacted

Date Inspected: Date assignment was inspected

Date Returned: Date estimate was returned to XactAnalysis from Xactimate

Duplicate Assignment per Job Type

This report displays duplicate assignments (assignments with the same claim reference) by job type, helping you address any errors that caused the duplication.

Columns

Claim Reference: Number identifying the assignment.

Insured Name: Insured’s name

Job Type: (General, Emergency, etc.)

XactAnalysis Status: Assignment status (Assignment Received, Contractor Notified, etc.)

Assignee: Adjuster or contractor name

Desk Adjuster: Name of desk adjuster. Reads ‘Unassigned’ if no desk adjuster is assigned

Total Estimate Amount: Total estimate dollar amount

Job Status Roofing

This report helps a company monitor the assignment load and assignment progress of Preferred Service Providers (PSPs). Some companies give a favoured rating or favoured relationship to certain service providers, defining them as a PSP. To generate this report, you must select a PSP data set.

Columns

Contractor: Name of the PSP

Total Assignments: Total assignments assigned to the PSP

Job Started: Number of assignments with a “job started” status

Rejected: Number of assignments with a “rejected” status

Cancelled: Number of assignments with a “cancelled” status

Job Completed: Number of assignments with a “job completed” status

Measured Goals

This report helps a company measure how quickly a claim is being processed, to help companies determine whether they are meeting their internal goals.

Columns

Country: Country in which the assignment is located

Region: Geographic area

County: A more specific geographic area within the region

Adjuster: Adjuster’s name and XactNet address

Claim Reference: Number identifying the insurance claim CAT Code

CAT Code: Catastrophe code associated with this assignment

Photo(s) Uploaded: Notates whether an estimate had photos uploaded to it (Y or N)

# of Photos: Number of photos uploaded to an estimate

Returned # of Days: Number of days between when an assignment was received into XactAnalysis and an estimate was returned

Estimated Returned <= 5.0 days: Notates whether the time between when the assignment was received into XactAnalysis and the estimate was returned was less than or equal to 5 days (Y or N)

# of Days until Contacted: Number of days between when an assignment was Received into XactAnalysis and the insured was contacted

Received to Contacted <= 1.0 day: Notates whether the time between when the assignment was Received into XactAnalysis and the customer was contacted was less than or equal to 1 day (Y or N)

Inspected to Uploaded: Number of days between when a loss location was inspected and the estimate was uploaded into XactAnalysis

Inspected to Uploaded <= 1.0 days: Notates whether the time between when the loss location was inspected and the estimate was uploaded into XactAnalysis was less than or equal to 1 day (Y or N)

Estimate Amount RCV: Estimated Replacement Cost Value (RCV). Replacement Cost Value is the money equal to the cost of replacing lost, stolen, or damaged property without a deduction for depreciation

Estimate Amount ACV: Estimated Actual Cash Value (ACV). Actual Cash Value is the money equal to the cost of replacing lost, stolen, or damaged property after applying depreciation

Denial: Notates whether the claim was a covered loss or whether it received a partial denial or denial (Covered Loss, Partial Denial, Denial)

Zero Pound Estimate: Notates whether the estimate had a value of zero pounds (Y or N)

Inspected Onsite: Notates whether the assignment had an onsite inspection (Y or N)

Printed Onsite: Notates whether the estimate for an assignment was printed and given to the claimant onsite (Y or N)

Onsite Payment: Notates whether the assignment received a manual onsite payment (Y or N)

Inclusions: Notates whether an estimate has any inclusions (Inclusions is an Xactware term that refers to when too many line items are included in an estimate.) (Y or N)

Overlap: Notates whether an estimate has any overlap (Overlap is an Xactware term that refers to line items that include too much quantity, like more baseboard than would fit in a room.) (Y or N)

Depreciation Applied Frequency: Notates whether depreciation was applied to this estimate (Y or N)

Depreciation Severity: The percent depreciation applied to the estimate (Estimate ACV / Estimate RCV)

Peril: Category of loss (Collapse, Earthquake, Fire, etc.)

Single Adjuster: Notates whether a single adjuster or multiple adjusters worked on the estimate (Single, Multiple)

Overhead & Profit: Notates whether the estimate includes overhead and profit costs (Y or N)

Loss Location State: The state in which the property loss is located

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

Pre-VAT Amount

A value-added tax (or VAT) is a consumption tax that is added to the cost of goods purchased, much in the way a sales tax is added. The VAT may or may not be broken down on a receipt. The percent of VAT charged varies regionally. You will need to know the percent of the VAT for a specific region to get an accurate calculation.

Columns

Claim Reference: Number identifying the insurance claim

Job Complete Date: Date the job was completed by the adjuster or contractor

Insured’s Name: Name of the policyholder

Pre-VAT Estimate Value: Estimated pre-VAT value of a good (Estimated total cost of a good – VAT amount)

Authorised Amount: Value entered and approved by reviewer (probably includes VAT)

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/organisational 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

Response Time by Contractor

This report displays the response time by a contractor along with different XactAnalysis statuses.

Columns

Contractor/Adjuster: Name of the adjuster or contractor

XactNet Address: Adjuster or contractor’s XactNet address

Country/Region: Country or region in which the adjuster or contractor operates

Enterprise ID: Specific ID that may be assigned by the enterprise

Data set: Data set with which this adjuster or contractor is associated

Total Estimates: Total Estimates assigned to this specific adjuster or contractor

Avg. Days until Contacted: Average amount of days between when notification was sent and when the insured was contacted

Avg. Days until Inspected: Average amount of days between when notification was sent and when the site of loss was inspected

Avg. Days from Contacted to Inspected: Average amount of days between when the insured was contacted and when the site of loss was inspected

Avg. Days until Returned: Average amount of days between when notification was sent and when an estimate was returned

Avg. Days from Inspected to Returned: Average amount of days between when a site of loss was inspected and when an estimate was returned

Avg. Estimate Value: Average value of estimates (Total value of all estimates / number of estimates)

Salvage

This report can help you evaluate the amount saved from items that are able to be salvaged. “Abandonment and Salvage” describes the forfeiture of property and the ensuing claim over that property by a second party. This phrase can be included in an insurance contract, enabling the insurance company to accept and salvage abandoned property.

Columns

Region: Geographic area or organisational unit

Office: A more specific geographic area within the region or office location

State: State in which the assignment is located

Claim Reference: Reference assigned to identify insurance claim

Claim Rep: Representative assigned to the claim

Data set: Data set name

Insured Name: Name of the policyholder

Date of Peril: Date of peril

Category Code: The category code in which a salvaged item belongs

Salvage Type: The salvaged items can be classified as Abandoned, Insurer, Insured, Not restored, Restored, or Salvor (A salvor is a specialist in salvaging inventory and equipment after an insurance peril such as a fire. A salvor examines, protects, and collects the inventory and then locates a buyer. The proceeds of salvage sale can be used to minimise the cost of an insurance claim.)

Salvage Amount: The value of the items salvaged

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

Xactimate Version and Profiles

This report displays information about the Xactimate setup for each user, including version, minor version, last connect date, last estimate upload date, and Xactimate profiles installed. This report allows you to verify that Xactimate users have the proper version of the software.

Columns

User Name: The adjuster or contractor

XactNet Address: The XactNet address associated with the adjuster or contractor

Xactimate Version: Xactimate version (based on the user’s last connection to XactAnalysis)

Minor Version: Xactimate minor version (based on the user’s last connection to XactAnalysis)

Last Connect Date: Date the user last connected to XactAnalysis

Last Estimate Upload Date: Date the user last successfully uploaded an estimate to XactAnalysis

Profiles Installed: Xactimate user profiles installed