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The Claim Summary with Graph Template
This video describes the Claims Summary with Graph template, a combination graph and claim summary report.
Claim, Location and Policy Abstracts
This video shows how to print a Claim, Location or Policy Abstract including bulk printing of multiple abstracts.
Mail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
Generating OSHA Logs
This video shows how to generate and schedule the OSHA 300 and 300a logs in Excel format.
Policy Periods in Reports
This video shows how to use Policy Periods for grouping in reports.
PowerPoint Presentation Templates
This video explains how to create PowerPoint Presentation Templates. This lets you automate PowerPoint presentations including charts and tables with Origami Data
Prior Period Comparison Report
This video provides an overview of the Prior Period Comparison report, which can do apples to apples comparisons of various prior periods.
Quarterly Closure Analysis Report
This video provides an overview of the Quarterly Closure Analysis report, which details claim closure rates over the past eight quarters.
How to Create Loss Triangles
Loss Triangles are powerful actuarial reports that can give you insight on your ultimate costs. This tutorial will cover the basics of loss triangle reporting.