Introduction

Cases are operational tasks that are customized on Seamless. Cases can be used for multi purposes. Example:

• Customer Services Tasks

• Claim Assessment Tasks

• Sales Reporting Tasks

• etc

Case report will help you have a quick summary of all cases that are currently handling on Seamless.

Case Report

Open

• Case Report (mm/dd/yyyy - mm/dd/yyyy): the reporting period of extracted records

• Last refreshed mm/dd/yyyy hh:mm: the last time data being refreshed to reflect on the report

1. Controls

Filter the report based on a set of supporting criteria:

• From Date: period start date of the reporting being shown on the report

• To Date: period end date of the reporting being shown on the report

• Organization: filter policies belong to selected organizations

2. Graphs & Diagrams

• Case Summary:

  • Number of Cases created Today: count total cases created Today

  • Number of Cases: count total cases created during the reporting period

  • Number of Cases overdue: count total cases that already passed the due date

  • Number of Cases no set Due Date: count total cases that Due Date is not set

  • Number of Cases Unassigned: count total cases that don’t have assignee

Open

• Embedded Filters:

  • Queue: filter results based on selected Queues (Customer Service Queue, Claim Assessment Queue, Finance Task Queue, etc)

  • Year: filter results by selected years

  • Month: filter result by selected months

• Number of cases per each queue:

  • Nb Cases assigned: count assigned cases of that queue

  • Nb Cases unassigned: count unassigned cases of that queue

• Number of cases by status

• Assignee’s Progress: count cases under an assigned

  • Nb Cases: total cases an assignee is handling

  • Nb completed: total cases completed

  • Nb Cases overdue: total cases overdue

3. Detailed Information: raw data set used for above graphs & diagrams