Incident & Claims Reporting & Analytics
Incident data that lives in reports nobody reads is not producing value. IncidentVault’s analytics engine transforms the data your team captures — every incident, every claim, every case, every corrective action — into the actionable intelligence that risk, operations, and finance leadership need to make better decisions.
IncidentVault’s reporting and analytics provides three levels of data access: custom report builder for any ad-hoc analysis, pre-built executive dashboards for leadership visibility, and scheduled delivery that puts current data in stakeholders’ inboxes automatically. All three levels draw from the same underlying data — incidents, claims, cases, policies, and corrective actions — and all features are verified directly from incidentvault.com/reporting-analytics.
Custom Report Builder
IncidentVault’s custom report builder gives risk managers, safety directors, and operations teams complete control over their reporting — without requiring IT support or specialized analytics tools:
- Entity selection: Choose from 10+ entity types — incidents, claims, cases, policies, corrective actions, tasks, locations, employees, and more
- Field selection: Choose from 20+ fields per entity to include in your report — incident date, incident type, location, severity, status, cost, assigned user, resolution, and any custom fields configured for your organization
- Filters: Narrow results by date range, location, incident type, status, assigned user, or any other field — generating the specific data slice each analysis requires
- Sort and group: Organize results to surface patterns — group by location to compare performance, group by incident type to analyze category trends, sort by cost to identify the highest-impact events
- Save and reuse: Save report configurations that are run regularly — no rebuilding the same report each period
- Export: Download in Excel or PDF format for further analysis, distribution, or presentation integration
Executive Dashboards
Pre-built executive dashboards give leadership instant visibility into organizational risk without requiring a custom report build for every leadership question:
Real-Time Incident Metrics
Current incident volume, trend charts showing performance over time, breakdown by incident type and location, and open incident counts by status. Mobile-responsive design for on-the-go access — executives see the same dashboard on their phone that they see on their desktop.
Claims Financial Overview
Total reserves, cumulative payments, open claim counts by status, and claim cost trends over time. KPI scorecards comparing current period performance against organizational goals or prior period results.
Location Comparison View
Location ranking by incident rate, claim cost, and corrective action completion — immediately identifying outlier locations that require attention and top-performing locations whose practices might be replicated elsewhere.
Scheduled Report Delivery
The most consistently valuable reports are the ones that arrive in stakeholders’ inboxes without anyone having to remember to run them. IncidentVault’s scheduled delivery automation ensures that current data reaches the right people automatically:
- Frequency options: Daily, weekly, or monthly — configured per report for each recipient
- Recipient lists: Deliver to individuals or distribution lists — department heads, regional managers, board safety committees, insurance partners
- Format selection: Excel for recipients who need to perform their own analysis; PDF for executive presentation and archiving
- Custom messages: Add context to scheduled report deliveries — brief narrative framing the data for the recipient’s perspective
Financial Reporting
The financial dimension of incident and claims data — what events actually cost the organization — is among the most important for leadership and the most difficult to compile without a unified data system:
Incurred Costs by Period
Total incurred (reserves + payments) by claim and case, organized by period, incident type, location, or any other dimension. The financial view that risk managers present to CFOs and boards — what has this cost us, and how is that trending?
Recovery and Subrogation Reporting
Subrogation recovery rates and amounts by claim type and adjuster — quantifying the recovery program’s financial contribution to total claims cost reduction.
Audit Trail and Compliance Reporting
Complete activity logs showing who accessed which records, when, and what changes were made. User access reports for security audits. Compliance reports for SOC2 and other standards. Data retention tracking for legal hold and destruction policies.
Custom reports in minutes. Executives always informed. Data delivered automatically.
IncidentVault’s reporting and analytics turns your incident and claims data into the intelligence that drives better decisions — from daily operational reports to board-level safety presentations.
