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Understanding reports and report scheduling

Updated on March 4, 2022

In addition to the standard Pega 8 reports, Smart Investigate for Payments captures information during the processing of messages and cases that has been translated into several types of reports to assist managers and administrators in the monitoring and management of financial transactions, operator productivity and message reconciliation. These reports fall into the following categories:

  • MIS Reports —Summary information related to inventory management, efficiency and productivity
  • Financial Reports —Summary information related to accounting adjustments and the payment and receipt of compensation
  • Message Reconciliation Reports —Lists of messages that have been sent and received for reconciliation purposes
  • Compensation Reports—Lists of the compensation cases that are pending, resolved and open indemnities.

A Schedule Reports option is also available that enables a user to automatically generate and distribute Smart Investigate reports on a pre-defined schedule.

Smart Investigate reports are displayed in the Report Browser of the System Administrator portal and the Reports tab of the Manager’s portal.

The list of reports belonging to each report category is displayed as below.

The data in these reports can be exported to Microsoft Excel. Reports created as a Summary View or List View can be customized by using the Report wizard to modify selected report elements. These reports also provide examples you can copy to create new reports that meet your organization’s needs.

Pega Smart Investigate for Payments Implementation Guide

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