Compliance Estimate Exception Detail Report

1. In the Report Navigator, under WorkCenter Compliance, click Compliance Summary Report.
2. Set the filter criteria for your report (see Screen Components below).
3. Click View Report.

The system retrieves the data, then the report appears in the workspace.

4. Drill down through the hierarchy to the user level. Each time you click a successive level down the hierarchy, the system retrieves the summary report for that level.

1. Click the Region you want.

2. Click the Division you want.

3. Click the Office you want.

4. Click the User you want.

5. Click the Estimate ID you want to view.

The estimate's Compliance Report appears in the workspace.

Report Criteria

Region, Division, Office, and User

Select the corporate hierarchy for the data you want to see in the report.

Appraisal Source

Select the type of appraiser responsible for the estimate (Body Shops, Staff, or Independent Appraisers).

Compliance Status

The severity of the compliance issue (Passed, Fail, Warning, or Not Passed).

Date Range

The period for the data you want to include in the report. Select Custom to set your own Start and End Dates.

Selected Date Range

Shows the selection you made in Date Range. Do not make any selections from this list.

Start Date and End Date

When you set the Date Range to Custom, you can set the Start Date and End Date for the period of data you want to include in the report.

Enter the date directly or click to select the date.

Click to run the report according to your criteria. Any time you change the criteria, click View Report to refresh the report.