Detail Reports

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The Detail Reports are secured by access levels. There are two levels for the Detail Reports, Standard and Management. If the report has an access level of Standard, you must have the Run Standard Reports role assigned to you. If the report has an access level of Management, you must have the Run Management Reports/Form/Letters role assigned to you. (See "Assigning Roles and Companies to Users" for more information.)

Detail Reports - Letters and Forms

These letters and forms are restricted to those with the Run Standard Reports role assigned to them.

120-Day Letter

This report prints a 120-day follow-up letter for a claim.

30-Day Letter

This report prints a 30-day follow-up letter for a claim.

60-Day Letter

This report prints a 60-day follow-up letter for a claim.

90-Day Letter

This report prints a 90-day follow-up letter for a claim.

Acknowledgment Letter

This report prints a letter for acknowledging a claim.

Detail Report of Claims with Diary

This report provides a detail of a claim including the diary. This report includes the Company name, Claim Number, Carrier, Reason, Claim Amount, Date Created, and the Diary information.

General Letter

This report prints a reminder letter for a specific open claim, without waiting for the claim to be 30, 60, 90 or 120 days past due. The letter is a reminder to the carrier that they must either pay or deny the claim within 120 days of receipt of the claim. If you choose to generate the letter for a specific claim, you need to know the claim ID.

Loss & Damage or Overcharge Claim Form

This report prints claim forms for the specified claim.

Write-off Form

This report prints write-off authorization forms for the specified claim or for the date range specified. The form includes the Date, Claim ID, Pro Number, Claimant, Carrier, Claim Amount, Write-Off Amount, Reason with lines for additional comments, and a section for Write-Off Approval/Concurrence.

Running Detail Reports - Letters

The steps for running letter reports is almost identical.

1. Click the Reports group button.

2. Click the Detail Reports button. The Detail Reports page opens.

3. Click the letter or form report you want to run. The Report Criteria dialog box opens.

Click the image above to view full-size

4. In the Claim Number box, enter the claim number.

5. Click the Run button. The letter opens in the selected delivery format. You can review the reports and print them.

Running Detail Reports - Detail Report of Claims with Diary

1. Click the Reports group button.

2. Click the Detail Reports button. The Detail Reports page opens.

3. Click Detail Report of Claims with Diary. The Report Criteria dialog box opens.

Click the image above to view full-size

4. In the Claim Number box, enter the claim number.

5. Click the Run button. The report opens in the selected delivery format. You can review and print the report.

Running Detail Reports - Loss &Damage or Overcharge Claim Form

1. Click the Reports group button.

2. Click the Detail Reports button. The Detail Reports page opens.

3. Click Loss & Damage or Overcharge Claim Form. The Report Criteria dialog box opens.

Click the image above to view full-size

4. In the Claim Number box, enter the claim number.

5. Click the Run button. The form opens in the selected delivery format. You can review the reports and print them.

Running Detail Reports - Write-Off Form

1. Click the Reports group button.

2. Click the Detail Reports button. The Detail Reports page opens.

3. Click Write-Off Form. The Report Criteria dialog box opens.

Click the image above to view full-size

4. You can select a date range for the write-off forms or enter the claim number in the Claim Number box.

5. Click the Run button. The form opens in the selected delivery format. You can review and print the form.

Detail Reports - Management Reports

The reports described below are restricted to those who have management access.

Accounts Receivable Report

This report provides a summary of all claims, sorted by Company and Carrier. The report includes the totals for Claims Filed, Outstanding Amounts, Recovered claims and a total for the Cancelled, Denied & Rejected Claims. Each of these groups includes the number of claims filed and the total of these claims, for both the Current Period and Year-To-Date (YTD). The report also provides a range option for the Created Date and Year-To-Date, allowing you to select a specific date range to review. The date ranges are used to calculate the Current Period totals and Year-To-Date totals.

Cash Receipt Report

This report provides a summary of all claims on which payments have been received, sorted by Company, Payment Date and Carrier. The report includes the Company, Claim Number, Carrier, Claim Amount, Payment Amount, Write-Off, Type, Payment, Check Number, Check Date and Payment Date. The report provides record selection options for Company, Carrier, and Payment Date.

Claims Filed by Carrier

This report provides a summary of reports filed by carriers for the date range specified. This report includes the Carrier, if the claim was a loss or damage claim, Number of Claims Filed, Invoice Cost, Carrier Liability, and Actual Cost. The report provides record selection options for a Created Date range, Company (multiple), and Region (multiple).

Claims Filed by Month

This report provides a summary of loss and damage reports filed for the month, quarter, and year for the reporting period specified. This report includes the claim type, number of incidents, invoice costs, carrier liability, and actual loss. The totals are broken down for the month, the quarter and the year. The report provides record selection options for a Reporting Period range, Company (multiple), and Business Group (multiple).

Claims Metrics - Cancellation, Rejection, or Denial

This report provides a summary of all cancelled, rejected, and denied claims for the reporting period specified. This report sorts by description and list the mode, carrier, and region. this report also includes total number of claims and total dollar amount of claims for each month in the reporting period with totals for the quarter. The report provides record selection options for a Reporting Period range, Company (multiple), and Carrier SCAC (multiple).

Claims Metrics - Summary

This report provides a summary of all claims for the reporting period specified. This report sorts by description and list the mode, carrier, and region. this report also includes total number of claims and total dollar amount of claims for each month in the reporting period with totals for the quarter. The report provides record selection options for a Reporting Period range, Company (multiple), and Carrier SCAC (multiple).

Claims Summary Report By All/Region/Company

This report provides a summary of all claims, sorted by Company and Region. The report includes the total number of Filed, Recovered, Denied, Cancelled, Rejected, and Outstanding Claims. Also included are the Current Period totals for All Claims, Damage Claims, and Shortage Claims, and Year-To-Date (YTD) totals for All Claims. The Claims Summary By Region report also includes a summary, by carrier, of the number of outstanding claims, including the total for each of the following past-due periods: 0-30 days, 31-60 days, 61-90 days, and 91+ days, and a grand total. The report provides ranges for the Company, Region, Current Period, and Year-To-Date. The date ranges are used to calculate the Current Period totals and Year-To-Date totals.

Claims Summary Report by Customer Location

This report provides a summary of all claims, sorted by Company and Location. The report includes the total number of Filed, Recovered, Denied, Cancelled, Rejected, and Outstanding Claims. Also included are the Current Period totals for All Claims, Damage Claims, and Shortage Claims, and Year-To-Date (YTD) totals for All Claims. The report also provides a summary, by carrier, of the number of outstanding claims, including the total for each of the following past-due periods: 0-30 days, 31-60 days, 61-90 days, and 91+ days, and a grand total. The report also provides a range option for the Company, Region, Current Period, and Year-To-Date, allowing you to select a specific ranges to review. The date ranges are used to calculate the Current Period totals and Year-To-Date totals.

Claims Summary Report

This report provides a summary of all claims, sorted by Company and Carrier. The report includes the total number of Filed, Recovered, Denied, Cancelled, Rejected, and Outstanding Claims, and the total for these claims, for both the Current Period and Year-To-Date (YTD). Also included in the report is a summary, by carrier, of the number of outstanding claims, including the total for each of the following past-due periods: 0-30 days, 31-60 days, 61-90 days, and 91+ days, and a grand total. The report also provides a range option for the Created Date and Year-To-Date, allowing you to select a specific date range to review. The date ranges are used to calculate the Current Period totals and Year-To-Date totals.

Detail Report of Cancelled Claims

This report provides a listing of all cancelled claims, sorted by Company and Cancellation Reason. The report includes the Company, Cancellation Reason, Claim Number, Carrier, Claim Reason, Claim Amount, Date Created and Cancelled Date. The report provides record selection options for the Company, Carrier, Cancelled Date, and Status Code.

Detail Report of Claims by Carrier/Reason

This report provides a report of claims sorted by company, country, and then state/province. The report includes the Company, Carrier, Claim Number, Status, Date Created, SKU, Description, Quantity, and Claim Amount. The report also includes the total claim amount for each reason, for the carrier location and for the company. The report provides record selection options for the Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Country/State/Province

This report provides a report of claims sorted by company, carrier, and then reason. The report includes the Company, Claim Number, Consignee, Date Created, Date Paid, Claimant, Amount Paid, write off amount, days to payment, and days outstanding. The report also includes the total claim amount for each state/province, for each country, and for the company. The report provides record selection options for the Company, Created Date, and Status Code.

Detail Report of Claims by Inbound and Outbound

This report provides a listing of claims, sorted by Company, Customer, Acknowledgement or Paid Date first for claims which do not specify whether the shipment was Inbound or Outbound, Acknowledgement or Paid Date for Inbound Claims and Outbound claims, and finally by Claim ID. The report includes the Company, Customer, Claim Number, Status, Date, Created Carrier, Claim ID, Reason Paid/Ack Date, Adjustment, and Claim Amount. The report provides record selection options for the Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Inbound and Shipper

This report provides a listing of inbound claims, sorted by Company, Shipper, and Date Created. The report includes the Company, Shipper, Claim Number, Carrier, Reason, Status, Claim Amount, and Date Created. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Product Description

This report provides a listing of all products involved in Loss and Damage claims, sorted by Company, Product Description and Shipper name. Both open and closed claims are included in the report. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Product ID

This report provides a listing of all products involved in Loss and Damage claims, sorted by Company, Product ID and Carrier name. You are prompted with the option to sort by Shipper, instead of Carrier, when you run the report. Both open and closed claims are included in the report. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Reason

This report provides a listing of claims, sorted by Company, Reason, Claim Status, and Claim ID. The report includes the Company, Claim Reason, Claim ID, Carrier, Claim Status, Claim Amount, Amount Paid, and Created Date. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Claims by Shipping/Reason

This report provides a listing of claims sorted by Company, Shipping Location, Reason, and Claim ID. The report includes the Company, Shipping Location, Reason, Claim Number, Status, Date Created, SKU, Description, Quantity, and Claim Amount. The report provides record selection options for Company, Shipping Location, Created Date, and Status Code.

Detail Report of Claims by SKU/Reason

This report provides a listing of claims sorted by Company, SKU, Reason, and Claim Number. The report includes the Company, SKU, Reason, Claim Number, Status, Date Created, Customer, Description, Quantity, and Claim Amount. The report provides record selection options for Company, SKU/Product Range, Created Date, and Status Code.

Detail Report of Claims by Status

This report provides a listing of all claims, sorted by Company, Claim Status and Created Date. The report includes the Company, Claim Status, Claim ID, Claim Carrier, Claim Reason, Claim Amount, Created Date and Days Old (based on the Closed Date). The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Claims Settlement by Carrier

This report provides a listing of claims sorted by Company, Carrier, and Claim Number. The report includes the Company, Carrier, Claim Number, Status, Date Created, Days Outstanding, Claim Amount, Payment Amount, Write-Off Amount, Outstanding Amount, and Percentage Paid. The report provides record selection options for Company, Carrier, Created Date, and Status Code

Detail Report of Claims Filed and Recovered

This report provides a listing of all claims and the recovered amount, if any, sorted by Company and Carrier name. The report includes the Company, Claim ID, Claim Carrier, Claim Reason, Created Date, Claim Amount and Recovered Amount. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Denied Claims

This report provides a listing of all denied claims, sorted by Company and Denial Reason. The report includes the Company, Denial Reason, Claim ID, Claim Carrier, Claim Reason, Claim Amount, Created Date and Denied Date.The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Loss/Damage Claims by Customer

This report provides a listing of all Loss and Damage claims, sorted by Company, Customer, and Created Date. The report includes the Company, Customer, Claim ID, Status, Created Date, Carrier Claim ID, Item Count, Product ID, Quantity, Cost/Unit, Line Total, Adjustments (+/-), Total Claim Amount, Acknowledgement Date, and Paid Date.The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Overcharge Claims by Customer

This report provides a listing of all Overcharge claims, sorted by Company, Customer, and Created Date. The report includes the Company, Customer, Claim ID, Status, Created Date, Carrier Claim ID, Item Count, Freight Bill Number, Freight Bill Date, Overcharge Amount, Adjustments (+/-), Total Claim Amount, Acknowledgement Date, and Paid Date. The report provides record selection options for Company, Carrier, Created Date, and Status Code.

Detail Report of Rejected Claims

This report provides a listing of all rejected claims, sorted by Company and Rejection Reason. The report includes the Company, Rejection Reason, Claim ID, Claim Carrier, Claim Reason, Claim Amount, Created Date and Rejected Date. The report provides record selection options for Company, Carrier, Rejected Date, and Status Code.

Export (Excel) L/D Claims by Shipper/Product

This report provides a listing of all Loss and Damage claims, sorted by Company, Shipper, and Claim Number. The report includes the Company, Shipper, Claim Number, ship from address, Customer, Customer's Address, Ship Date, BOL number, Status, Carrier, Date Filed, Age, Reason, Date Closed/Canceled/Rejected/Denied, Payment, Write-Off amount, Business Group, Product Line, Product ID, Product Description, Serial Number, Quantity, Line Total, Invoice Total, Claim Amount, and Outstanding Amount. The report provides record selection options for Company, Date Filed, and Status Code.

Product Loss Claims Filed by Month

This report provides a listing of product loss claims filed for the reporting period. The report can be run for all companies or for a selected few. The report includes Month, Quantity of Product, Invoice Cost, Carrier Liability, and Actual Loss. The report includes totals for each month, quarter, and year-to-date. The report provides record selection options for Reporting Period, Company (multiple), and Product Lines (multiple).

Proof-of-Delivery Cancelled Claims

This report provides a listing of cancelled POD claims, sorted by Company, Cancel Reason, and Claim Number. The report includes Company, Cancel Reason, Claim Number, Carrier, Claim Reason, Bill-of-Lading, Invoice Number, Claim Amount, and Cancelled Date. The report also includes total claim amounts for the cancel reason and total claim amounts by the company. The report provides selection options for Company, Carrier, and Cancelled Date.

Proof-of-Delivery Converted Claims with Cycle Time

This report provides a listing of converted POD claims, sorted by Company and Claim Number. The report includes Company, Claim Number, Age, Status, Carrier, Consignee, Reason, Shipper, BOL Date, Date Requested, and Cycle Time. The report also includes average cycle time in days for the company. The report provides selection options for Company, Created Date, and Status Code.

Proof-of-Delivery Pending Report by Carrier

This report provides a listing of POD claims that are pending a report by the carrier, sorted by Company, Carrier, and Claim Number. The report includes Company, Carrier, Claim Number, Bill-of-Lading, Freight Bill, Shipping, Consignee, Invoice Amount, Outstanding, Date Created, and Days Old. The report also includes total invoice amounts and outstanding amounts for the carrier and the company. The report provides selection options for Company, Carrier, and Created Date.

Proof-of-Delivery Report by User and Status

This report provides a listing of POD claims, sorted by Company, Claim Number, User, and Status. The report includes Company, Claim Number, Bill-of-Lading, User Entry, Status, Date Created, Date Requested, Claim Amount, Days Old, Outstanding, and Date Closed. The report also includes total claim amounts and outstanding amounts for the company. The report provides selection options for Company, Status Code, and Created Date.

Proof-of-Delivery Summary Report

This report provides a summary of POD claims, sorted by Company. The report includes current period and year to date totals for Filed POD, Converted POD, Closed POD, and Cancelled POD. The report also includes averages for each of the companies. The report provides selection options for Company, Current Period, and Year to Date.

Write-off Report

This report provides a summary of all claims that have a write-off value, sorted by Company and Created Date. The report includes the Company, Claim ID, Claim Carrier, Created Dated, Claim Amount, Paid Amount, Write-off Amount and Write-off Form Date. The report provides record selection options for Company, Carrier, and Write-off Date.

Running Detail Reports- Management Reports

The following steps are an overview of printing management reports. Not all reports will have the boxes.

1. Click the Reports group button.

2. Click the Detail Reports button. The Detail Reports page opens.

Click the image above to view full-size

3. Click the report you want to run. The Report Criteria dialog box opens.

Company Ranges

4. In the Company From and Company To boxes, enter a range of company names. You can enter complete names, partial names, or just letters, such as A to M. You can leave these boxes blank to print all companies.

Carrier Ranges

5. In the Carrier From and Carrier To boxes, enter a range of carrier names. You can enter complete names, partial names, or just letters, such as A to M. You can leave these boxes blank to print all carriers.

Date Ranges

The reports use a number of various date range options when generating reports: Created Date, Cancelled Date, Denied Date, Write-Off Date, Current Period, Reporting Period, and Payment Date.

6. Enter a range of dates in the From and To boxes. These ranges are inclusive, dates that are either equivalent to, or between the From and To values, are included in the report.

Year-to-Date Ranges

7. Enter the From date in the Year-to-Date Range: From box. The To date is one year from the From date you entered. Dates that are either equivalent to, or between the From and To values, are included in the report.

Status Ranges

8. Select the Status from the list. Leave blank to select all.

Product Ranges

9. In the Product From and Product To boxes, enter a range of Product names. You can enter complete names, partial names, or just letters, such as A to M. You can leave these boxes blank to print all carriers.

10. In the Product ID From and Product ID To boxes, enter a range of Product IDs.

Company (Multiple)

11. In the Company (Multiple) box, select the company. To select more than one company, hold the CTRL key down while clicking on the company names. To select all companies, just leave the companies unselected.

Region (Multiple)

12. In the Region (Multiple) box, select the region. To select more than one region, hold the CTRL key down while clicking on the region names. To select all regions, just leave the regions unselected.

Business Group (Multiple)

13. In the Business Group (Multiple) box, select the business group. To select more than one business group, hold the CTRL key down while clicking on the business group names. To select all business groups, just leave the business groups unselected.

Carrier SCAC (Multiple)

14. In the Carrier SCAC (Multiple) box, select the carrier SCAC. To select more than one carrier SCAC, hold the CTRL key down while clicking on the carrier SCACs. To select all carrier SCACs, just leave the carrier SCACs unselected.

Product Lines (Multiple)

15. In the Product Lines (Multiple) box, select the product line. To select more than one product line, hold the CTRL key down while clicking on the product lines. To select all product lines, just leave the product lines unselected.

Reason Ranges

16. In the Reason From and Reason To boxes, enter a range of Product IDs.

Delivery Formats

17. Select the Delivery Format from the list. The reports have several different delivery formats: Adobe Acrobat PDF (*.pdf), Microsoft® Excel (*.xls), Internet HTML (*.htm), and Rich Text Format (*.rtf). Adobe Acrobat PDF (*.pdf) is the default.

18. Click the Run button. The reports open in the selected delivery format. You can review the reports and print them.