Related article: [Admin report] Bulk Data Extract Reports - overview
In order to run the Cases and Claims Data Export report, go through the Reports tab and the Bulk Data Extracts sub-tab:
The report includes all the basic information about the claim, the most current claim budget, a summary of work history, and projected losses according to L&I’s formula for calculating retro claim losses (along with the factors used in the calculations). The report also includes case-level information such as status, referral info, case budget, billable and non-billable hours, last activity completed, etc. Information such as Account Name, L&I Account Number, and Location is present to facilitate potential comparisons with the summary data in the accounts report.
The bulk data extract reports can be used to export data to systems external to Gardiant, or to create customized reporting workbooks that perform additional calculations using the raw data, with raw data being refreshed for each reporting period by copying the data contents from the csv file (opened in Excel) to the Excel workbook.
Note: The Cases and Claims Export report is reviewing and presenting a lot of data so it may take several minutes to run.
Parameters:
Employer Programs (required) allows you to select the Employer Programs (e.g., retro group or employer TPA group) to be included in the results.
Account Groups parameter (required) allows the selection of the Retro or TPA program to be included in the report and in the Accounts parameter drop-down.
Accounts parameter (optional) allows you to narrow results to a specific employer account or group of employer accounts. If left showing None Selected, all active accounts will be included.
^Let me pick inactive accounts^ parameter checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection) and Select All (or a subset of) accounts from the Accounts parameter.
Case Type parameter (optional) allows you to restrict results to a particular case type (claim or non-claim).
Activity Type for Last Completed Activity parameter (optional) allows you to specify an activity type for the Last Completed Activity column.