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ACCESS REAL-TIME MANAGEMENT DASHBOARD

Select Real-Time Management Dashboard from the Reports menu. 


The Real-Time Management Dashboard allows you to view an overview of your company’s current claims and performance data. You can filter the dashboard as necessary and you can interact with the unique features available in each tab. 

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MANAGEMENT DASHBOARDS

Management dashboards are interactive reports that provide you with quick access to your company's data in easy to read graphs and charts.

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GRANT MANAGEMENT DASHBOARD RIGHTS

To access Management Dashboards, users must first have the Custom Reports right. When you edit the user's information, you can find this right in the Management Dashboards tab. You'll also find rights for all of your company's dashboards in this tab. Select the dashboards you want the user to access and click Save. For more information, see User Administration.

  • After you give users the Custom Reports right, it may take 15–20 minutes before the user can access the selected dashboards.

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ACCESS MANAGEMENT DASHBOARDS

Once a user is granted rights to specified dashboards, they can access these dashboards from within XactAnalysis.

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ASSIGNMENT ACTIVITY DASHBOARD

Assignment Activity is a generic management dashboard that allows you to quickly view assignment activity statistics for your company at the country, state, and zip code level.

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RESPONSE TIME DASHBOARD

The Response Time dashboard is a generic management dashboard that allows you to quickly view response time statistics for your company. The dashboard is interactive and updates itself based on the filters that you select.