1.
Reports

ATS Reports comes with a wide variety of standard
reports that are generally divided into the following categories:

·
Claims

·
Financial

·
Statistical

·
Government

·
User

However, additional categories may be available,
depending on the reports available, and new categories can be created, as
required.

In addition to standard reports, ATS provides the
option for a web-based Ad Hoc report tool as well as an Analytics reporting
tool (Tableau).

Users with the appropriate permission may access the
report menus. Those who are restricted to viewing claims for specific regions
and/or levels will also be restricted when producing reports.

This chapter will explain how to use the reporting features.
Details on specific reports and samples of the output are included in the
Appendix.

To access the Report module, select Reports
from the Menu Bar of the Console.

Figure 10‑1: Reports – Home

On the Home page you can select the Account (database) that
the report will use when it runs.

Figure 10‑2: Reports – Account Selection

Producing a Report

The following is an example of the output from the
“Activity Summary” report.

Figure 10‑3: Reports – Activity Summary Report Sample

Entering the Selection Criteria

All of the report screens operate the same way. They
are designed to help you enter the specifications you need to generate a
report. Selecting an item such as “Activity Summary” will display a screen with
the report parameters.

The following information is requested on the sample
form shown below.

Region Code

ATS allows you to group the departments or divisions
in your company into regions. If this feature is used, you may select a
specific region for reporting purposes.

When the default value of “ALL” is used, the program
will skip this initial selection process and start with the next item.

Note that if a user only has permission to view the
claims for a specific region, this field will be set to that value and can’t be
edited.

Level 1 Code

Each claim record contains the codes for the
employee’s levels. If you enter a specific code for level 1, the program will
read each claim record and select only those for that level.

If a user has permission to view the claims for a
specific region, only the levels in that region will be listed.

As Of

By default, financial information is based upon the
current date. A special valued as-of date may be used to generate some
information as it had been on a prior date. The program will provide a snapshot
of the Claim data based on the date entered.

Figure 10‑4: Reports –Activity Summary Parameter Entry
Example

Entering the Output Specifications

After completing the selection process, the program
will check for any specifications that indicate how to display the records such
as:

·
Display Totals Only

·
Print Level 2

·
Subtotals

Display Totals Only

Check the Display Totals Only box to produce a summary
report. Remove the check to display the details on the selected claims.

Note that if this box is checked, the details on the
closed claims will not appear even if you have used the option to include them.

Print Level 2

Some reports will group the selected claims by level 1
and then sort each of those groups by the level 2 code. In that case, the
default is to display the subtotals for level 2, but you may have the option of
removing the check in order to suppress them.

After selecting options and filling in the
parameters, the report can be generated immediately by clicking the Run
Report button or scheduled to run at a later time by clicking the
Schedule
button.

Valued As-of Reporting

At any time, you can pull up the record for a
particular claim and get the current reserves and paid to date figures broken down by
reserve category. The totals displayed on the Financial
page are stored in the claim record. The details on the specific transactions
are stored separately in history. (Reserve transactions are stored in a reserve
history table while payment, credit, and void details are in check history.) As each
transaction is saved, a routine is run to keep the claim and history in
balance.

Since reports that include a Valued As-of Date field must be able to create a snapshot
of the claim on a specific date in the past, the financial transactions are
taken from history.

Suppose you want a report showing the reserves and payments the way they were on December 31,
2010. The following criteria will select all the transactions processed during
2003 for all claims opened since 1985. The reserve and payment transaction amounts (normally marked with an
asterisk) for the various categories will appear as though the report was run
on 12/31/2010 instead of the way they are today.

Open Dates

From 01/01/1985

Thru 12/31/2010

Transaction Dates

From 01/01/2010

Thru 12/31/2010

Valued As-of

12/31/2010

The Incurred, Total PTD, and Futures are always the
same as those that appear in the claim record. The payment transaction value includes only the payments
with Processed Dates within the specified range. Any credit or void applied to a payment after the as-of date will
not be reflected on the report. The reserve transaction value includes all
changes made up until the Valued As-of Date.

The Sort Order

Typically, the information in the reports is sorted
by the region and division (level 1) in which the claim occurred. When ”Include all Items” is specified in both of the fields,
the program will sort and group the selected records by the region (if used)
and then by the level 1 code found in the claim. The records will then be
displayed in order by the claimant’s name or claim number.

The description of the report may indicate another
sort order. For example, the phrase “By Levels 1 and 2” indicates that the
selected records for each level 1 will also be sorted by the code for level 2.
In that case, the following order would be used if you have EASTERN, WESTERN,
NORTHERN, and SOUTHERN as regions, state codes as level 1, and ST0001, ST0002…
as level 2.

EASTERN / MA / ST0001

EASTERN / MA / ST0002

EASTERN / MA / ST0003… EASTERN / ME / ST0111

EASTERN / ME / ST0112…

Previewing a Report

When the report specifications have been entered,
select the Print Preview button on the toolbar to load the report
into the report viewer where it can be viewed and/or printed.

If you are printing from the Crystal Report Writer,
it is important to note that only the first page of the report is displayed
initially. If you click Print at that point, only that page will be printed.

You must go to the end of the report if you intend to
print all or selected pages. (Maximize the report so the Go to Last Page button
is available.)

Printing a Report

ATS reports may be printed by selecting the Print
button on the toolbar. A Print dialog will appear so you can specify which
printer to use, the number of copies, and the pages to be printed.

Exporting to Another Format

Click the Export button to select the specific format
you wish to use. Those that Crystal supports are listed below.

Using the Report Image Option

Reports produced by the ATS system may be stored in
an image file on the disk. The Image Reports list allows you to view, print,
delete, and/or email these files to someone else. There are a variety of ways
to find the report you want.

2.
Dashboards

The ATS System provides a dynamic dashboard system that provides the ability to view
information in graphical format with drill-down capabilities. Dashboards can be configured to display directly on the
Console and then expand to the full screen when
desired. Dashboards can also be accessed via the Dashboard option on the Console menu bar.

Viewer

Figure 11‑1: Dashboard Viewer

The Dashboard Viewer allows you to display interactive
dashboards that operate on data in real time. Subsets of data can be selected
and clicking on specific identifiers within the display will automatically
cause the other portions of the screen to display data based on the specified
identifier.

The left side of the viewer contains the menu of
available dashboards. The menu is broken down by Line of Business and then by category, such as Claims, Financial, etc.

The My Dashboards section of the menu contains any dashboards
created by you with the Designer.

Designer

The Dashboard designer allows authorized users to create new
dashboards that report on information that is meaningful to them.

Figure 11‑2: Dashboard Designer

In addition to the web-based designer, a more robust
Windows version is available.