Reports & Analytics
The Claims Management Module provides rich analytical reporting for HR directors, department managers, and finance controllers to monitor operational expense trends, audit policy entitlement compliance, and track monthly reimbursement payouts.
Reporting Scenario Decision Matrix (“Which Report to Use When”)
Select the appropriate report based on your specific operational or business decision scenario:
| Business Scenario / Question | Recommended Report | Primary Applet | Key Metrics & Decision Value | Actionable Business Outcome |
|---|---|---|---|---|
| “Which company departments are exceeding their annual travel and entertainment expense budgets?” | Departmental Expense Trend Analysis | Claim Applet | Total claimed expense by department, category breakdown (Travel vs Meal), budget variance %. | Re-allocates departmental operational budgets and tightens managerial approval thresholds. |
| “Which employee claim submissions violated grade entitlement caps or lacked required receipts?” | Policy Violation & Exception Audit | Claim Applet | Claimant name, claim ID, policy violation type (Over-limit / Missing receipt / Duplicate), status. | Identifies policy compliance breaches and triggers HR reviews or claim rejections. |
| “What is the total reimbursement payout balance owed to employees for the current monthly cycle?” | Monthly Claim Cycle Batch Disbursement | Claim Cycle Applet | Approved claim count, employee bank accounts, net reimbursement payout total by payment mode. | Generates bank GIRO payment files for direct reimbursement disbursement. |
| “What portion of our company entertainment expenses is tax-deductible for corporate tax filings?” | Tax Deductibility Expense Summary | Financial Accounting / Claims Reports | Gross entertainment expense, 100% deductible portion, 50% non-deductible tax portion. | Provides tax accountants with verifiable documentation for annual corporate tax filing returns. |
Detailed Operational Reporting Guides
1. Departmental Expense Breakdown
- Purpose: Analyzes corporate spending patterns across business units, expense categories, and employee job levels.
- Key Parameters: Filter by Department ID, Date Range, and Expense Category.
- Operational Utility: Gives executive leadership visibility into operational cost drivers and travel expenses.
2. Employee Entitlement Balance Ledger
- Purpose: Tracks remaining annual entitlement balances (e.g., Medical / Dental caps) for individual staff members.
- Key Parameters: Filter by Employee ID, Benefit Category, and Calendar Year.
- Operational Utility: Prevents over-claiming and provides employees with transparent benefit tracking.