Users can generate and view various claim-related reports in the system to monitor claim balances, review claim submissions, and analyse claim trends across employees, departments, and claim types at Docs > Reports.
The following reports are available under the Claim module:
- Claim Balance – Displays the remaining claim entitlement balance for employees based on their assigned claim entitlement group.
- Claim Request Listing Report – Displays claim requests submitted by employees, including claim details, status, approver information, and supporting documents.
- Claim Type Transaction Listing Report – Displays claim transactions grouped by claim type within a selected period.
- Yearly Claim Taken Summary Report – Provides a yearly summary of claims submitted and approved by employees.
- Monthly Claim Taken Summary Report by Department – Summarises claim amounts on a monthly basis and groups the information by department.
- Monthly Claim Taken Summary Report by Claim Type – Summarises claim amounts on a monthly basis and groups the information by claim type.
