XactInsights billing report

Updated by Mara K

Create custom reports

  1. Navigate to the Search tab in XactInsights.
  2. Select the wrench icon next to Sources to choose a source.
  1. Select the Transactions Contractor worksheet, then click Done. 
  1. Select the desired report columns. The selected columns will turn blue. For a report most like the prior billing report, the following options are recommended:
  • Billing Month Year
  • Cancellation Date
  • Claim Number
  • Estimate Value
  • Insured Name
  • Invoice Number
  • Transaction Type
  • Unit Price
  • XactAnalysis ID
  1. Click Add columns.
  2. Click GO.
  3. Click the … icon.
  4. Select Save.
  5. Enter a report name and a description, if desired.
  6. Click Save answer.

View Liveboard billing report

  1. Navigate to Reports > XactInsights > Liveboards.
  2. Select the Billing (Contractor) liveboard.
  3. Select the Billing Month Year column.
  1. Select Between from the dropdown menu.
  1. Enter the desired dates, then click Apply.

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