Reporting

Where to find reports, common KPIs and which reports are most frequently used

Where can I access Navix reporting?

• Reporting is provided within the Navix application using Microsoft’s Power BI. Reporting can be accessed by selecting “Reports” under the “Analysis” section in the left side panel.

• Reports include data in the following areas:
  • Carrier data
  • Customer data
  • Tenant data

How frequently are reports refreshed?

• All reporting within the Navix app is refreshed each hour, on the hour.

Is there a difference in time zones for when reporting is refreshed?

• Regardless of time zone, reports are refreshed each hour, on the hour.

Is data extractable from the report?

• Yes. To do this, hover over the upper right corner of a report, then click on the 3 dots “…” that appear and select “Export Data.”

Can reports be filtered by vendor (carrier)?

• Yes, filters can be applied with filter drop downs above reports and through the pop-out side panel on the right side.

Are any of the reports customizable?

• Yes, reports can be filtered a multitude of ways, along with date range filtering.
• Entirely new reports and data can be requested by submitting a Support Ticket.

What metrics do most Navix tenants keep track of?

• Most Navix tenants follow the below KPIs:
  1. DTA (Days to Approve)
  2. Number of Approvals
  3. Number of Invoices Created
  4. Number of open invoices in-process

Which reports are important and why?

• All Tenant Dashboard > Efficiency tab

  • This tab is used to find metrics relevant to Users, daily counts and DTAs
    
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• All Tenant Dashboard > Exceptions tab

  • This tab is best for identifying trends and driving efficiencies in various areas
    
    

• All Tenant Dashboard > Invoices Not Processed

  • This tab shows all invoices that are currently open, including those in Dispute. Scroll all the way to the right to see the dispute reasons for those in Dispute.
    
    

• All Tenant Dashboard - Open Queue

  • This report shows where each queue currently stands in that moment in time. It is best used to prioritize the workday and see progress.
    
    

• Business Rules

  • This report offers easy visibility of what Business Rules are turned on. Scroll to the far right to see columns that show Active and Blocking statuses
    
    

• All Invoices

  • This report has nearly any and all data a tenant could want. This can be exported to use the data for building personal reports.