Purpose of the Report: You can generate the report to know the details of the claims based on Batch details, this report will also help to analyze the payout of expense claims.
Frequency of the Report: You can extract Batch wise Claim Details Report any time
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Batch wise Claim Details Report"
Step 3: Select the Claim Batch
Step 4: Select the Claim Form
Step 5: Select the Claim Category
Step 6: Select the Claim Element
Step 7: Select the Group By
Step 8: Go to Options, select the category, enable the option Show Only Payout Pending Batch and Show Reviewer Remarks if applicable also set the Report Output Type.
Step 9: Click on Save
Step 10: Click on Generate
The Batch wise Claim Details Report will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.