Click to view the MOI Transactional Detail Dashboard glossary.

MOI Transactional Detail Dashboard

The MOI Transactional Detail Dashboard provides a comparison of the different types Method of Inspection (MOI) performed on a vehicle through the lifecycle of the claim to provide deeper insights into claims handling and productivity from initial assignment to estimate upload. Basically, it is defined as the Who (Appraiser Type), Where (Inspection Location) and How (Inspection Type).

This dashboard can allow carriers to:

  • Track trends using specific metrics or attributes.

  • Identify claims that require action.

  • Aggregate/ summarize up to four different custom attributes and ability to see trends.

  • Limit the number of re-assignments occurring.

Dashboard Basics

Follow the steps below to access the Dashboard via the CCC® Portal.

Step Action
1 Enter your User ID and Password to login to the CCC® Portal.
2

Click the Tableau Reporting & Analytics link in the Analytics section of the CCC® Portal home page. A new Analytics window opens.

CCC Portal screen showing the Tableau Reporting & Anaytics link.

3 Click Explore on the left-side panel.
4 Select All Workbooks from the drop-down.
5

Select the desired Dashboard.

Explorer section of Tableau with All Workbooks selected.

Top of Access Dashboard

Stage Description
1

Hover over dashboard elements to view additional details.

Curser hovering over line graph showing additional details.

2

Click Sort to sort the column in Ascending or Descending order or View Data.

Curser hoveing over accending/decending icon in column.

Top of Dashboard Navigation

Dashboard Header

  • Select tabs to switch between dashboard views.

  • Displays the Date Range based on the selection from the Date filter.

  • The Data Last Refreshed indicates the last date and time the data was refreshed in the dashboard.

  • The Hide/Show Trends toggle hides/shows the left-side trends panel.

  • Select the Book icon to view the glossary.

  • Select the Question Mark icon to enable a help overlay for dashboard tips.

Top of Dashboard Header

Dashboard Filters

Stage Description
1 Displays the Transaction Completed by Level Hierarchy filter options.
2 Displays the Transaction Created by Level Hierarchy filter options.
3 Displays the Transaction Completed by Claim Level Hierarchy filter options.

Top of Hierarchy Filters

Date filters

Stage Description
1 Anchor Date: Select a claim lifecycle date when you want the dashboard graphs to begin displaying data.
2 Date Range Selection: Select either a Custom Date Range or a Fixed Date Range.
3 Custom Date Range: Select a Rolling, Current, Prior, etc. date range option, when the Date Range Selection dropdown option Custom Date Range is selected.
4 Start/End Date Picker: Enter or select a Fixed date from the fields, when the Date Range Selection dropdown option Fixed Date Range is selected.

Top of Date Filters

Data Filters

Stage Description
1 The Transaction Detail filter options allow you to select the types of transactions completed on the claim to display in the dashboard.
2 The Claim Detail filter options allow you to select the types of data related to the claim to display in the dashboard. The dataset is at the transaction level and you can have multiple transactions or records for each claim.

Top of Data Filters

Dashboard Tabs

The MOI Summary tab displays a visual snapshot of the data that can be filtered.

Screenshot of MOI Transactional Report Dashboard

Stage Description
1

Select the following drop-downs to populate the line chart:

  • Trends can be filtered by Totals or in time increments.

  • Select Multiple values under the Measures drop-down and click Apply to view results.
2

Shows the line charts based on the Trend and Measures selected.

Note: Hide Trends as needed by selecting the Toggle in the upper-right corner.
3

The Breakout Attributes sections display the selected Attribute and Measures selected.

  • Breakout Attributes include filters such as Adjuster, Appraiser, Claim Types, Vehicle Information, and Time Frames in the columns.

  • The options selected from the Measures drop-down are displayed as rows and a bar graph format.

Select Measure dropdown

4

The top Breakout Attribute section shows an analyzes of a single Attribute in a bar graph by the Measure(s) selected.

Note: The Search drop-down allows for including or excluding Attributes.

Search Box
5 The bottom Breakout Attribute(s) section shows an aggregate view of up to four (4) of the selected Attributes, based on the Measure(s) selected.

Top of MOI Summary

Select filters and time periods in the Claim Breakdown dashboard to view performance.

Stage Description
1 Select Yes from the Show Crosstab section to display the data in the grid.
2 The Total Rows area displays the count of records in the grid.
3 Use the Measures dropdown to select specific measures to display in the data in the grid.
4 Click Download Crosstab to download the grid data in an Excel or CSV format.
5 The Data Detail section shows all the attributes/data points that reference the options selected.

Top of Claim Breakdown