Claims Summary

Field

Description

From/To date

Here enter a date range for data to display on the report.

Driver

Here if a driver is selected, only data for that driver will be displayed.

Carrier

Here if a carrier is selected, only data for that carrier will be displayed.

Truck

Here if a truck is selected, only data for that truck will be displayed.

Trailer

Here if a trailer is selected, only data for that trailer will be displayed.

Customer

Here if a customer is selected, only data for that customer will be displayed.

Groups

Here if a custom group is selected, only data for that group will be displayed.

Claim type

Here if a claim type is selected, only data for that claim type will be displayed.

Claim status

Here select a claim status and only claims in that status will display on the report.

Driver type

Here select a driver type and only claims for that driver type will display on the report.

Company

Here select a company and only claims for that company will display on the report.

Location

Here select a claim status and only claims associated with that location will display on the report.

Group by

Select from the drop-down if/how you would like the report grouped.

Sort by

Select from the drop-down how you would like the claims ordered on the report.

Field

Description

Claim

This field will display the claim number.

Status

This field will display the claim's status.

Date

This field will display the "claim on" date.

Handled by

This field will display the user that handled the claim.

Truck/Trailer/Driver/Carrier

This field will display the truck, trailer, driver, or carrier associated with the claim.

Loads

This field will display the load number associated with the claim.

Customer

This field will display the customer associated with the claim.

Goods OS&D

This field will display the OSD amount.

Charges

This field will display the claim charges.

Salvaged

This field will display the salvaged amount.

Claimed

This field will display the total that has been claimed.

Driver charged

This field will display what the driver is charged for the claim.

Balance

This field will display the claim's balance.

Payments made

This field will display the total amount of payments made.

Payments received

This field will display the total amount of payments received.