Intelligence / Reporting
The reports you need, branded, on demand or on a schedule
Pick one or more reports from the catalogue, set the query fields once, run them over your organization’s own records and download one branded Excel workbook — or schedule it to arrive by email.
Names are masked in the workbook exactly as the person’s own screen masks them. Workbooks are streamed, not stored, and every run is audited.
The question this answers
Can a report show something its runner could not see on screen?
No. The report list comes from the server’s registry, so a portal offers only the reports it may run, and the list shows only reports whose pages the person’s role holds. Every report reads only the person’s own organization, and a dashboard tile can never show what the Reports page could not.
How a report is produced and delivered
Catalogue and schedule
01
Choose From The Catalogue
Search the picker, select several, and set the fields each needs — date range, adjuster, state, loss type — once for all of them.
02
One Branded Workbook
Your logo and money format, or a plain CSV.
03
Scheduled Delivery
Daily, weekly, bi-weekly, monthly or quarterly, at a set time, to the recipients you add, with an optional message.
04
Masked As On Screen
A closed claim past your masking period shows masked in the workbook just as it does on the page.
From the Waypoint Center catalogue
What operations actually run
A sample of the catalogue. The Claims Portal and Admin Portal add licensing, reporting-lines and administration reports.
Claims Operations
Total Claims Listing, Unassigned Claims, Avg Days to First Contact, Avg Days to Close, Stale Claims, Overdue Diary by Adjuster, Loss Run
Reserve & Financial
Payments Issued, Large Loss, Recoveries, Reserve Changes by Adjuster, Net Liability (Recovery-Adjusted), Reserve Adequacy
Compliance
ACK Deadline Exceptions, Accept/Deny Deadline Exceptions, No Reserve Within 24 Hours, Statute of Limitations Watch List
Workers’ Comp
Lost Time Claims, Claims by Body Part / Injury Type, Return-to-Work Status
QA & Quality
Performance Score, SIU Referral Rate
Administration
Users and Roles, Audit Trail, Platform Usage, Entitlements in Force, AI Decision Log
Where we are honest
Reporting is downstream
A report describes what the operation did. It cannot describe what the operation failed to record.
Build Your Own Is Bounded
Build Your Own Chart works over a portal’s own reports. A genuinely bespoke report is a build, and we would rather quote it than imply a designer.
Delivery Depends On Your Mail
Scheduled delivery reaches your inbox. Filtering and retention on the receiving side are yours.
Not A Substitute For Widgets
A weekly workbook is a worse management tool than a dashboard you can drill. Use both for what each is good at.
Read next
Bring the report somebody rebuilds monthly
The one assembled by hand every month. We will look at whether it belongs in the catalogue, on a schedule, or as a widget instead.