The Negotiation tab contains a list of reports that reference negotiation items based on case criteria, such as insurance, counsel, and party.
NOTE: A user must have permission to the Report Library and Negotiation Tab in a Case Folder to utilize the Negotiation Reports tab and reports.
The Negotiation Master Report Template cannot be edited or deleted, however, a new report can be saved from the master, in which to make changes. Standard reports cannot be deleted, however, they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
Report Name | Description |
Insurance Negotiation Demand Report | Lists negotiation items for specified type showing Case #, Client, Negotiation Date, Insurer, Adjuster, Amount, and Primary Staff for cases with selected criteria. Grouped by Case #, then sorted by Negotiation Date. |
Negotiations for Cases | Displays List of Negotiation Items in Cases based on selected criteria. Option to include Notes. |
Negotiations Summary - Counsel | Lists cases with counsel negotiations with last date of demand, last demand amount, last date of offer, and last offer amount. |
Negotiations Summary - Insurance | Lists cases with insurance negotiations with last date of demand, last demand amount, last date of offer, and last offer amount. |
Negotiations Summary - Party | Lists cases with party negotiations with last date of demand, last demand amount, last date of offer, and last offer amount. |