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<< Click to Display Table of Contents >> Statement Volume by Date |
  
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<< Click to Display Table of Contents >> Statement Volume by Date |
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The Statement Volume by Date Dashboard provides insights into the volume of statements and letters sent, with monthly, weekly, and daily breakdowns. It also displays statement and letter totals, along with corresponding balances, segmented by original insurance and current insurance. This dashboard supports detailed tracking of communication efforts and helps identify patterns in statement and letter distribution.
Select Web Client > Report Dashboard > Business Intelligence > Statement Volume by Date
Statement Volume by Date
Filters
Filters can be applied to refine the dashlet totals. Each filter features a drop-down menu with a built-in search field, allowing for efficient selection of specific criteria.
•Note Date: Use the calendar or slider to specify the Note Date Range to be used.
•Facility: Use the drop-down menu to select a specific facility.
•Original Insurance: Use the drop-down menu to select a specific financial class as the Original Insurance.
•Current Insurance: Use the drop-down menu to select a specific financial class as the Current Insurance.
Slicers
The following slicers are available to customize the Statement and Letter dashlets:
•Original Insurance
•Current Insurance