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This report is for Finance to perform analysis for all claims from all entities, regardless of period.

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To generate a Sampling Analysis Report across all entity:

  1. From the side menu, click on Sampling Analysis Report.

  2. Use the available dropdowns to set the necessary filters and parameters to narrow down your report:
    Claim Type, Claim Status (required), Entity, Job Group, Claim Cycle, Claim Categories, Claim Items, Finance Checking Start Date and End Date.

  3. You can also check the box for Flagged Claims Only if you want to filter flagged claims.

  4. Click the Generate button to create the report. The data will be displayed in the table below.

  5. After reviewing the generated report, click the Export Report button to download the report as an Excel file to your device.

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