Purpose of the Report: Using this report, you can extract the employee-wise claim template and claim item-wise details for the selected date range based on approved, rejected, overridden, withdrawn claim item details.
Frequency of the Report: You can extract Employee Wise Claim Items Report at any time
Prerequisite: At least 1 claim transaction should be there in the selected year
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Employee Wise Claim Items Report"
Step 3: Select the From Date and the To Date
Step 4: Select the Claim Template
Step 5: Select the Claim Item
Step 6: Select the Claim Currency
Step 7: Select the Claim Status
Step 8: Select the Employee Type All Employees or Selected Employees
Step 9: Select Group By
Step 10: Go to Options select Category, enable the check box Include Receipt Number if applicable, select the Report Output Type.
Step 11: Click on Save
Step 12: Click on Generate
The Employee Wise Claim Items 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.