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Investigation Summary

The Investigation Summary report provides a basic summary about investigations during a specified time frame.

The Investigation Detail report screen is shown below:

Investigation Detail Screen

Parameters

  • Date - Specifies the range of dates to include investigations from, based on the When Notified date.

  • Manager

  • Customer Region

  • Status

    • new - if checked, investigations with the "new" status will be included.
    • in process - if checked, investigations with the "in process" status will be included.
    • field closed - if checked, investigations with the "field closed" status will be included.
    • cost entered - if checked, investigations with the "cost entered" status will be included.
    • invoiced - if checked, investigations with the "invoiced" status will be included.
    • closed - if checked, investigations with the "closed" status will be included.

Report Output

The Investigation Summary report contains the following fields:

  • RMIR - RMIR number of investigation.
  • Region - investigation region.
  • Assigned To - name of the investigation owner.
  • Status - investigation status may be New, In Process, Field Closed, Closed.
  • State
  • County
  • City
  • Address
  • Notify Date
  • Due Date - a date when the investigation must be finished.
  • Mail Date
  • First Damage Date - earliest of the Facility/Claimant damage dates.
  • Last Damage Date - latest of the Facility/Claimant damage dates.
  • Utilities - a comma-separated list of utility names from all investigation facilities.
  • Invoice Numbers - a comma-separated list of invoice numbers from all investigation facilities.
  • Estimated Amount - a sum of last estimates for all investigation facilities.
  • Claim Amount - a sum of all claim amounts for all investigation facilities.
  • Paid Amount - a sum of all amounts paid for all investigation facilities.

All optional (not required) values may be blank for some investigations.

This report is also available from the find screen. More information on running reports from the find screen is available here, Running Reports from Find Screen.

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