Overview
The Claims Reports category in FileTrac is the largest report group, covering every aspect of claim lifecycle tracking. These reports help you monitor incoming claims, track open workloads, analyze closed claims, review cycle times, and generate claim-level exports for clients and regulators. Whether you need a simple received-claims listing or a detailed statistical breakdown, the reports in this category have you covered.
Claims Received Reports
Claims Received (by Client, Type, Unit / Grouped by Adjuster / Grouped by Client V2) — Multiple variants of the claims-received report. Filter by client, loss type, or unit type, and group results by adjuster or client for different management perspectives.
Claims Received by Adjuster (Chart) — A visual chart view showing claim volume per adjuster for quick workload assessment.
Claims Received by Loss Type & Unit — Breaks received claims down by loss type and unit type, useful for trend analysis and staffing decisions.
Claims Received Listing by Date / Log — Chronological listings of claims received, available as a date-filtered list or a running log.
NEW LOSSES by CLIENT — A client-focused view of new claim assignments, typically used for client-facing reports.
Monthly Claims Report by Loss Unit — A monthly aggregate showing claim volume by loss unit.
Monthly Claims Summary — A high-level monthly summary of all claim activity.
Open Claims Reports
OPEN Claims Listing (by Company / by Branch/Adjuster) — Lists all currently open claims, filterable by company or by branch and adjuster. This is the go-to report for daily workload management.
Open Claims – Breakdown by Fee Schedule — Shows open claims grouped by fee schedule, useful for understanding workload distribution across different billing structures.
Claims Work-in-Progress Report — Shows open claims alongside their work-in-progress status, combining claim data with billing readiness.
Closed Claims Reports
Claims Closed Listing (Grouped by Adjuster / Client / by Date) — Three grouping options for reviewing closed claims: by the adjuster who handled them, by client, or chronologically by close date.
Claim Cycles Closed Listing by Date — Shows claim lifecycle durations for claims closed in a date range, enabling cycle-time analysis.
Quarterly Closed Claims — A quarterly aggregate of closed claims for executive reporting.
Closed Claims with Unbilled Time — Identifies closed claims that still have unbilled time entries — a critical revenue-leakage report.
Claim Analysis Reports
Claim Count – Breakdown by Fee Schedule — Total claim counts grouped by fee schedule.
Claim File Counts — Total file counts across the system, useful for capacity planning.
Claim Life Cycle Listing — Shows each claim's full lifecycle from receipt through close, with key milestone dates.
Claim Statistics Detail — Detailed statistical breakdown of claim data across multiple dimensions.
Claims List by State — Geographic distribution of claims by state.
Claims Register — A comprehensive register of all claims, serving as the master claim listing.
Specialty Claims Reports
Common Contacts Listing — Lists contacts shared across multiple claims or clients.
CrossTrac Received/Sent Report — Tracks claims received from and sent to other adjusting firms via the CrossTrac integration.
Custom Claims Listing — A flexible report with customizable column selection for ad-hoc claim analysis.
Fee Schedule Diary List — Diary entries organized by fee schedule.
File Labels (Avery 5164) — Generates printable file labels in Avery 5164 format for physical file management.
TPA Recap Report (CLOSED / OPEN Claims Only) — A TPA-specific recap showing claim counts and financial summaries, available in closed-only and open-only variants.
Tips
Use OPEN Claims Listing by Branch/Adjuster as a daily management dashboard to monitor workload distribution.
Run Closed Claims with Unbilled Time weekly to catch revenue that might otherwise be lost when claims are closed without invoicing.
The Claims Received by Adjuster (Chart) provides the fastest visual read on who is handling the most volume — ideal for standup meetings.
The TPA Recap Report variants are designed for third-party administrator reporting — run them at the intervals your TPA clients require.