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Riskonnect University Agenda:
ClearSight Reporting: Intermediate

Prior Valuation Reports

  • Overview
  • Valuation Comparison
  • Valuation Comparison Summary
  • Multiple Period Valuation

Triangle Reports

  • Overview
  • Transaction Data Type
  • Claim Data Type

Graph Reports

  • Overview
  • Graph Viewer
  • Claim Graphs
  • Financial Trans. Graphs
  • Locations Graphs

Block Total Analysis

  • Overview
  • Block Total Analysis

Repeater and Duplicates Reports

  • Overview
  • Repeater Claimants
  • Duplicate Claims

Accessing Private Reports and Distributions

  • ClearSight Admin Settings
  • Employee on Leave Use Case
  • Employee Offboarded Use Case
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Program Learning Objectives
Upon completing this course, you will be able to:

  • Create and run prior valuation reports
  • Create and run triangle reports
  • Create and run graph reports
  • Create and run block total analysis reports
  • Create and run repeater and duplicates reports
  • As an Admin, access private reports from employees on leave or being offboarded

Program Description
In this 3-hour session, you will learn how to create other common and not so common reports in ClearSight, and how to access employee private reports when they are on leave or have been offboarded. It is ideal for members of your reporting and analytics team that are responsible for building and sharing reports.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 3
Field of Study: Information Technology

Location: Online
Course Length: 2 hour session

For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org