The Case Compliance report is a standard report in the Advocate Platform that can be customized to help users manage their Case Portfolio. Users can filter every Case in their book with its Compliance Score, Assets, Policies, and Owner.
Building a Custom Case Compliance Report:
Step 1:
Click “Filter” and decide which filters should be applied to the report. The “Filters” control the whole data set that will be viewed by the report. They allow users to hone in on the specific data points they want to view at any given time.
The Filter options include:
Show Material Requirements Only
Policy Expiration Date (a specific date range can be selected or a preset 7 days, 30 days, 90 days, or 12 months can be chosen)
Insured
Locations
Risk Profile
Case Status
Owner
Compliance Score.
The "Material Requirements Only" filter enables every score-derived number to switch to counting material requirements only: the rows, the average, the histogram, and the score filter.
Note: You need to reach out to the Advocate Team to help you configure the Material Requirements for your Organization.
Step 2:
Click the desired Filters and select the option from the drop down you wish to apply to the report. The selected Filters will automatically save when you close the Filter list.
Step 3:
Click “View” and select the combination of Case and/or Compliance values you wish to view on the report. The “View” correlates to which columns will be visible on the exported Excel sheet.
Step 4:
Click “Export” to automatically download the report to your computer.
