Assignment Volume Report

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ACCESS THE ASSIGNMENT VOLUME REPORT

• Select Assignment Volume from the Reports menu. This takes you to the Assignment Volume page.

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Apply Assignment Filters and Map Settings

In the Assignment Volume report, you will see a map plotting each assignment’s location. In the Filter Results area, you can filter the assignments by type of loss, data set, estimate total, CAT and non-CAT, date range, or workflow status.


• Click Filter to apply filters and settings.

• Double-click on the map or use the zoom buttons on the right side of the map to zoom in.

USE THE IN PROGRESS ASSIGNMENTS TABLE

The In Progress Assignments table shows data for adjusters and contractors with in-progress assignments in the viewable geographic area, including each adjuster and contractor’s XactNet® address, number of total assignments, and number of in-progress assignments.


Each adjuster and contractor is assigned a colored box that corresponds to the colored boxes on the map that shows where assignments are located. This information can help you visualize adjuster and contractor workload in a given area.

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Use the CAT Table Filter

The catastrophe table, or CAT table, allows you to filter assignments based on type of loss, data set, estimate total, state or province, CAT codes, date range, or workflow status.

• The data in the table and map can be filtered independently of each other or can be based off of the same filters by selecting the Use CAT Table Filter for Assignment Map check box. You can view all current catastrophes or drill down to one specific catastrophe to see additional detail.

Access Assignment Volume results in Advanced Search

• Zoom into an area on the map until the "Shown" number above the map becomes a hyperlink.

• Click the Shown number hyperlink.

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Access the Assignment Volume by Zip report

Select Assignment Volume by Zip from the Reports menu. This takes you to the Assignment Volume by Zip page 

Apply Assignment Filters and Map Settings

In the Assignment Volume by Zip report, you will see a map plotting each assignment’s location. Each location has red pins for individual assignments or blue circles with a number inside that denotes the number of assignments within the area.


•  In the Filter Results area, you can filter the assignments by data set, date range, workflow status, CAT and non-CAT, type of loss, estimate total, or postal code.

• Click Filter to apply filters and settings.

• Click a pin or circle to drill down and see assignments in more detail.

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