Reporting
Standard Reports
The AcroSoft system includes a series of reports that provide a client the ability to access and extract information from the AcroSoft system. They serve as a foundation to create additional reports with a client’s unique twist.
These reports take advantage of folder and document data captured within the AS system, details of items in mid-workflow and completed workflow items, and reminder and diary item details. For workflow and productivity reporting, this includes the types of transactions, through-put information, user ID of the person who processed a transaction at a particular step, re-assignment of transactions, as well as the time a transaction may have been suspended for further activity.
Additionally, other data, such as a user’s security profile or data from other sources, such as an administration system, may be combined to produce comprehensive reports.
AS DashBoard
AS provides the AS DashBoard, a browser-based reporting tool that can graphically represent data from a variety of sources including AcroSoft data and data from third party sources like policy or claim administration systems. Reports may be visualized based on the client’s preference, and may also be done via any other report rendering application such as Crystal Reports, SQL Server Reporting Services or other ODBC compliant reporting tool.
Random database queries can also be executed for immediate “need to know” situations. Data resulting from random queries can be exported to an Excel spreadsheet or other system application.
