Overview
FileTrac includes over 100 reports organized into seven categories. This master index provides a navigable reference to every report in the system. Click a category heading to jump to the detailed overview article for that group, or scan the listings below to find a specific report by name.
To access reports in FileTrac, click Reports in the main navigation bar. The Reports page displays the full report library organized by category. Click any report name to run it with your selected parameters.
Accounting Reports
Financial and billing reports covering accounts receivable, invoices, payouts, revenue, and payments. See full Accounting Reports overview →
Accounts Receivable: Accounts Receivable "As Of" · Accounts Receivable Aging – with Summary · AR Aging Report V2 / V2 Extended / V2 New / V2 (Claim Share)
Invoices: Aggregate Invoice · Custom Invoice Listing · Invoice Listing – grouped by Supervisor · Invoice Register · Invoice Service Summary / Overview · Proforma
Payouts: Payout Detail Listing / Summary · Payout Listing – NEW! · Payout Summary Export / Listing
Revenue & Billing: Adjuster Billed Mileage Report · Adjuster Revenue Summary (by Line Items / by Total Invoice) · Billing – Breakdown by Fee Schedule · Expense Report · Fee Schedule Listing · Unbilled Claims List · Unbilled Closed Claims · Unbilled Revenue Open Claims
Payments: Payments Received & Write-Off Report · Payments Received report / New · Top Customers
Other Accounting: Client Code Listing · Client Company Data (for Excel) · Client Contact Listing Summary · FileTrac Billing Details (Symbility Bridge / User Listing / XactAnalysis Bridge) · FileTrac Billing Summary · Insurance Company Listing Summary · NetSuite Export · State Tax Listing
Adjuster Reports
Reports focused on adjuster activity, productivity, expenses, and work-in-progress. See full Adjuster Reports overview →
Diary: Adjuster Diary · Adjuster Diary Aging · Adjuster Diary List · Adjuster Diary Pages · Adjuster Diary Snapshot · Supervisor Diary List
Production: Adjuster Production Report · Adjuster Production Report V2 (Timelogs/Invoices) · Adjuster Production Report V2.5
Expense & Mileage: Adjuster Expense Report · Adjuster Mileage Summary · Adjuster Time Off Report
Work-in-Progress: Unbilled Work-in-Progress (All Services / Hours) · Work-in-Progress Reports (Summary)
Claims Reports
The largest category — claim lifecycle tracking from receipt to close. See full Claims Reports overview →
Claims Received: Claims Received (by Client, Type, Unit / Grouped by Adjuster / Grouped by Client V2) · Claims Received by Adjuster (Chart) · Claims Received by Loss Type & Unit · Claims Received Listing by Date / Log · NEW LOSSES by CLIENT · Monthly Claims Report by Loss Unit · Monthly Claims Summary
Open Claims: OPEN Claims Listing (by Company / by Branch/Adjuster) · Open Claims – Breakdown by Fee Schedule · Claims Work-in-Progress Report
Closed Claims: Claims Closed Listing (Grouped by Adjuster / Client / by Date) · Claim Cycles Closed Listing by Date · Quarterly Closed Claims · Closed Claims with Unbilled Time
Claim Analysis: Claim Count – Breakdown by Fee Schedule · Claim File Counts · Claim Life Cycle Listing · Claim Statistics Detail · Claims List by State · Claims Register
Specialty: Common Contacts Listing · CrossTrac Received/Sent Report · Custom Claims Listing · Fee Schedule Diary List · File Labels (Avery 5164) · TPA Recap Report (CLOSED / OPEN Claims Only)
Financial (TPA) Reports
Reserve tracking, Lloyd's MI reporting, and loss runs for TPA operations. See full Financial (TPA) Reports overview →
Admin Accountability Report: Reserve Payments · Admin Accountability Report: Reserves & Changes · Claim Share Invoice Summary · Custom Loss Run / Summary · LLOYD's MI Reporting · Reserve Change Listing / Changes Listing · Reserve Payment Register
Custom-Built Client-Specific Reports
Reports developed for individual client organizations with tailored layouts and data requirements. See full Custom-Built Reports overview →
Client-specific reports (e.g., Crittenden, Erhardt, McMartin, TFG, Winslow, and others). These reports are visible only to users associated with the relevant client.
Management Reports
Executive and operational management reports. See full Management & Other Reports overview →
Cycle Time · User Activity · Invoices per Time Period · Export List of Customer Emails · QA Tracking Report
Other Reports
Data exports, scheduling, storm tracking, and administrative listings. See full Management & Other Reports overview →
Data Exports: All Claims by Client Company (for Excel) · Claim Summary Data (for Excel) · Invoice Data Export (multiple variants) · Custom Client Company Listing · Custom Timelog Listing
Claims Operational: Central Weekly Report (Billing / Claim Counts) · Claims Received (Grouped by Client / Details for Date Range) · Claims Received Summaries · Client Assignment History List (by Branch / by Month) · Client Invoice Summary · Cycle Time Reporting per Claim
Administrative: Itemized Reserve Payments Report · Print Label · Printed Reports Listing · Reports Marked Printed – Supervisor Unassigned · Scheduling Report · Storm Report · Strict Approval Process: Approvals List · Time and Expense Fees Listing · Timelog Data Entry Tracking · Uploaded Reports Listing · User Listing · WIP Report (As Of)
Tips
Use your browser's search function (Ctrl+F or Cmd+F) to quickly find a specific report name on this page.
Click the category overview links above each section for detailed descriptions of every report in that group, including use cases and tips.
If you cannot find a report that meets your needs, check the Custom-Built Reports article for information on requesting a tailored report from the development team.