The claims are grouped by GL Codes. When the claim cycle is closed, the data in PV Details Report will automatically sync to MySoft ERP.
Firstly, you can filter which review level you wish to focus on.
There are also three clickable buttons in this report:
Generate PV Details Report: Click this button to generate a report based on all the approved claims items under the same review level (at least approved by Review Level 1) in this claim cycle.
The Export PV Details Report exports a comprehensive and detailed report that includes all individual data points, such as itemized lists, transaction details, and specific figures. This version is ideal for in-depth analysis, auditing, or when specific data needs to be tracked or monitored closely.
The Export PV Summary Report provides a high-level overview with aggregated data, such as totals, averages, and key performance metrics. It focuses on presenting the overall picture without the detailed breakdown, making it useful for quick reviews and summary assessments.
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