Reports

The Agenium Platform allows for the exporting of different reports for each Case completed. They allow you to view and download specific data on each of these cases.

Note: Not every option is available to all users.

Topics covered in this article:

• Case Detail Report
• Transmission Report
• Billing Report
• User Roles Report
• Call Detail Report
• Downloading Reports

Case Detail Report

Case Detail Reports are used to analyze cases based on their status of completion or date produced. 

Figure A: Case Detail Report Screen

To access the Case Detail Report, you must fill out the parameters in the search bar, as seen in Figure A.

• The Client Selection Dropdown
• The Account Selection Dropdown
• Run the report on on of the following dates:
  • Application Received
  • Application Completed
  • Case Completed
• Select a specific case status(es)
• Choose a date or date range

Select Run Report to populate the report in the bottom portion of the page.

Select the Case Number to open a case in the existing tab or the Open in New Tab icon to open the case in a new browser tab.

Select individual columns to sort cases as desired.

The following columns are derived as described below:

App Received

When a case application was created by the system (e.g. straight through processing (STP) accounts) or when an application was started by an end-user (e.g. e-app accounts).

App Completed

When a case application was submitted either by the system (e.g. STP) or an end-user (e.g. e-apps).

Case Completed

When a case is done or cancelled.

Transmission Report

Transmission Reports are used to show details about transmission and if there were any errors during that process.

Figure B: Transmission Report Screen

To access the Transmission Report, you must fill out the parameters in the search bar, as seen in Figure B.

• The Client-Account Name Dropdown
• Search Start Date
• Search End Date

Once you click Show Report, the bottom portion will populate with cases that fit these parameters. You can then scroll horizontally to show more about the Case or click on the MRS Order ID on the far left to expand a specific one. Each of the Case Parameters (Account Version, Certificate #, etc.) can be clicked to sort the list of Cases.

Billing Report

Billing Reports allow you to see the billing status of each of the cases. From here you can change the billing status of the case and see if it has been completed.

Figure C: Billing Report Screen

To access the Billing Report, you must fill out the parameters in the search bar, as seen in Figure C.

• The Client-Account Name Dropdown
• Search Start Date
• Search End Date
• The Order State

Once you click Show Report, the bottom portion will populate with cases that fit these parameters. You can then scroll horizontally to show more about the Case. 

You can also click on the Billable button to set the status of each case. Once the cased has been processed and billed, the Case Billed section will populate.

User Role Report

User Role Reports allow you to check the last time that specific users have accessed an account. It will give you their name, role last time accessed, and more.

Figure D: User Role Report

To access the User Role Report, you must fill out the parameters in the search bar, as seen in Figure D.

• The Client Name Dropdown
• The Account Name

Call Detail Report

The Call Detail Report allows you to view metadata about calls that were made from the call center. Things like agent name, time, and call duration are all available to view.

Figure E: Call Detail Report

To access the Call Detail Report, you must fill out the parameters in the search bar, as seen in Figure E.

• The Client-Account Name Dropdown
• The Start Date
• The End Date

Once you click Show Report, the bottom portion will populate with cases that fit these parameters. You can then scroll horizontally to show more about the Case or click on the Case Number on the far left to expand a specific one.

Downloading Reports

All of the different reports can be downloaded as a CSV format and opened in applications like Mircosoft Excel.

Once the Report parameters are filled out and Show Report is clicked, the Download Button will appear next to it. Click this and it will download the CSV file of all the reports you searched for.

Note: You have the option to download Billing Reports as XLS as well as a CSV. 

Note: You cannot download Call Detail Reports.