Can the Claimory dashboard be customized?

Yes, on Professional and up. Each Claimory user adds, removes and reorders the dashboard's panels and headline numbers, and the layout is saved for that user in that shop, so an owner of several shops can arrange each location's dashboard differently. Starter keeps the default layout.

How does the Claimory P&L work?

The Financial Overview tab in the Claimory Financial Center builds a profit and loss statement for the selected period, with revenue by source, parts and sublet as cost of goods sold, and the remaining expense categories as overhead, and exports it as a PDF for a bookkeeper or accountant. Tax reports have their own tab, and the Export Center produces claims, payments, financial summary, insurance scorecard and technician performance reports as PDF, Excel or CSV.

Does Claimory track shop expenses and payroll?

Yes. The Claimory Financial Center has a Revenue and Expenses tab and a Payroll tab, each with its own add dialog and CSV export. Expenses and payroll feed the Financial Overview, which shows a cash flow chart, flags expenses that break from their usual pattern and detects recurring expenses.

Which Claimory reports compare insurance carriers?

The carrier scorecard in the Claimory Financial Center gives each carrier with at least three claims a row with total and completed claims, average cycle time, average days to insurance payment, supplement rate, on-time payment rate and average revenue per completed claim.

Which Claimory plans include reporting?

The Claimory Financial Center and dashboard customization are on Professional ($129.99 per month) and up. Starter ($49.99 per month) includes the standard dashboard without the financial, tax, payroll or carrier reports.

Back to all features

Reporting

Every report, dashboard, and financial widget Claimory ships

A configurable modular dashboard, a Reports page, monthly P&L and tax reports, expense and payroll tracking, and accountant export. Configured per workspace.

No credit card. Works with CCC ONE and Mitchell.

Browse every category

Reports, dashboards, and financial tracking

Reporting in Claimory is wide because shops do more than count claims. The product covers the operational dashboard (configurable per workspace), the financial dashboards (cash flow, vendor spend, anomaly detection), and the bookkeeper-facing exports (P&L, tax reports, accountant exports). Schedules keep claim and supplement aging current without anyone touching them.

Reports page with revenue chart and status pie

A central Reports page with a revenue chart, status pie, and date-range filter. Drives the owner's weekly review without bouncing across separate dashboards.

Claimory PDF report

Generate a PDF report on demand for a claim or a date range. The same generator powers the AI v2 review export.

Aging calculator (cron)

A scheduled job that recalculates supplement aging, claim aging, and any other time-based status the workspace tracks. Runs unattended.

Modular dashboard with workspace config

A modular dashboard the owner configures per workspace. Add, remove, and reorder widgets to match how the shop runs.

Recent claims, estimates, supplements widgets

Three of the most-used widgets: recent claims, recent estimates, and a supplements widget that shows aging and pending counts at a glance.

Tasks, backorders, payments, checks widgets

Operational widgets for the production manager and admin: unified tasks, backordered parts, pending payments, and checks on the way from carriers.

Pinned notes, activity feed, team status

Sticky workspace notes for the team, a live activity feed, and a team-status widget so the owner sees who is on what without asking.

Calendar mini, status pie, alert banners

A mini calendar widget, a status-mix pie chart, and dashboard-level alert banners for the issues that need attention this morning.

Tax settings

Per-workspace tax settings with a dedicated dialog so the rate shows on every estimate, invoice, and total without per-claim configuration.

Expenses and payroll

Track shop expenses and payroll entries inside the same product, with dialogs to add and tabs to manage. Feeds directly into the financial dashboards.

Monthly P&L, snapshots, tax reports

Monthly profit-and-loss statement, financial snapshots stored on the workspace, and a tax reports tab. PDF export is built in.

Overview, revenue, profitability dashboards

Stand-alone tabs for the financial overview, revenue breakdown, claim profitability, and an estimate intelligence tab so the owner can drill in.

Insights, labor efficiency, health, collection rate

Insights panel, labor efficiency panel, health-score gauge, and collection-rate gauge for the metrics that drive the shop's underlying numbers.

Cash flow, revenue split, vendor spend

Cash-flow chart, revenue source split (insurance vs cash vs other), and a vendor spend chart so the owner sees where money is going.

Calendar heatmap and goal tracker

A financial calendar heatmap that shows the busy and slow days at a glance, and a goal tracker for the targets the owner is chasing.

Cost-per-claim, payment aging

Benchmark of cost-per-claim across the shop and a payment-aging tracker for the receivables that have been sitting too long.

Recurring expense detector and forecast

Detects recurring expenses (rent, software, supplies) and forecasts them, so the cash-flow view reflects what is actually coming.

Anomaly detection and trend sparkline

Flags expense anomalies (a spike that does not match the trend) and shows expense trend sparklines on the dashboard.

Tax reminder card

Quarterly tax reminder card on the dashboard so the deadline does not surprise the owner.

Accountant exports

Claimory exports a financial summary CSV and a per-claim profitability CSV for the bookkeeper, plus CSVs labeled for QuickBooks and Xero from the tax reports tab, so the accountant gets the numbers without a workspace seat.

Workspace dashboard config (per workspace)

The dashboard is configured per workspace, so a multi-shop owner can give each location its own layout without overwriting another shop's setup.

How shops use this in practice

Monday morning the owner opens the dashboard. Active claims, supplement aging, pending payments, and a cash-flow chart all show in widgets the owner picked. The Reports page covers the deeper drill, the monthly P&L gets exported and emailed to the bookkeeper, and the accountant exports go out at month end. Expense anomalies surface as banners, and the tax reminder card sits in the top-right when the quarter is closing.

Common questions

Related feature categories

Claims Management Cash Jobs Operations Team & Collaboration

See reporting in your own shop

14-day free trial, no credit card. Keep your CCC ONE or Mitchell estimator. You can be tracking your first supplement within minutes of signup.

No credit card. Works with CCC ONE and Mitchell.

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