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--- reports_-_itb [2023/10/19 14:01] – lisa.maloney
+++ reports_-_itb [2025/01/09 20:35] (current) – tina.robles
@@ Line 4: / Line 4: @@
 -----
-**Reports currently available**
+**Reports currently available under the TPM Standard Reports section within Tableau**
   * __Sales Analysis__
@@ Line 104: / Line 104: @@
 {{:pasted:20210715-135309.png}}
-**Overridden: Claim Requested vs. Calculated**: This view displays lines Overridden for Requested Amount Greater than Calculated Amount.
+**Overridden Complete Claims**: This view displays lines Overridden for Complete Claims.  User can view Summary and Detail data based on the Override Reason.
-{{:pasted:20210416-174214.png}}
+{{:pasted:20231117-155427.png}}
 **Pending Analysis - Complete Claims**
@@ Line 123: / Line 123: @@
 {{:pasted:20230727-103628.png}}
+**Tolerance Report**
+This report shows a count of claims, requested total, calculated total, and difference per pend reason.  Select a Claim Reason Code, Claim State and Tolerance Difference to view the claims that  meet that criteria.
+{{:pasted:20231121-184809.png}}
 -----
@@ Line 162: / Line 169: @@
-This report displays when a contract was created or renewed compared to the contract start date.
+This report displays when a contract was created or renewed compared to the contract start date.  To view the detail related to the counts, click the numbers in the New or Renewed column in the top grid, and the bottom detail grid will show the related data.  To reset the detail grid, just click the value again.
 {{:pasted:20210629-145334.png}}
@@ Line 169: / Line 176: @@
 This report displays by Contractee Company and Title the portions of the calendar a contract covers.  This can be used to find gaps in contract reporting.
+Color shades in this report will go from a lighter shade to darker shade with the oldest contract ID as the lightest shade and the newest contract ID with the darkest shade.
 {{:pasted:20210506-174054.png}}
@@ Line 212: / Line 221: @@
   * __Pended vs. Never Pended Report__
-This report displays a count of claims and percentage of total claims which pended versus never pended.  Select to show data by invoice year.
+This report displays a count of claims and percentage of total claims which pended versus never pended.  If a claim is cleared the same day it is created, then it is not counted as a pended claim. Select to show data by invoice year.
 {{:pasted:20190812-142146.png}}

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