Damage analytics, the financial report, and data export

The Damage Management module offers three ways to see your damage data in aggregate: an analytics dashboard for operational KPIs, a financial report for money breakdowns, and a data export that produces a machine-readable payload for your ERP. This article explains what each one gives you and how they differ.

Before you start

The dashboard, financial report, and export all require the View damage management permission (damage-management:view), held by SystemAdmin and FleetManager by default. All three are scoped to your tenant.

The analytics dashboard

The dashboard summarizes your case portfolio and its costs. You can filter it by date range, status, vehicle, driver, and fault type; every panel honors the filters. It returns, among others:

• Case volume, plus counts of open and in-repair cases.
• Total costs and average cost per case, with net, VAT, and gross totals and average gross per case.
• Status distribution and fault classification distribution.
• Insurer metrics: claim count, settled count, and settlement rate per insurer.
• Top vehicles by number of cases (up to ten), with license plate.
• Overdue deadlines count.
• Monthly trend over the last 12 months and a cost breakdown by cost center.

Note: On the dashboard, "total costs" and the monthly trend are based on net amounts, while the gross totals are shown separately. Keep this in mind when reconciling figures against the financial report.

The financial report

The financial report focuses on money and breaks it down for accounting. It supports the same filters as the dashboard plus a cost center filter. It returns:

• A summary: total net, total VAT, total gross, total Eigenanteil (own share / deductible), case count, and line-item count.
• Breakdowns by cost center, by vehicle (with license plate), by month, and by fault type, each with net and gross amounts.

Use the report when you need the Eigenanteil rollup or a cost-center view that the dashboard does not surface.

Exporting damage data

The export produces a versioned ERP posting payload (contract version v1) for a date range. It selects damage cases created within the range and includes, for each case, its case number (Schadensnummer), status, currency, and totals (net and gross), along with every financial line item.

Each exported line carries description, quantity, unit price, net amount, VAT rate, VAT amount, gross amount, Eigenanteil, cost center code, and GL mapping code, so downstream systems can post the costs. The payload also includes metadata: the tenant, the export date, and a trace identifier.

Tip: The export selects cases by their creation date within the range you request, whereas the dashboard and report filter by the damage date. Choose the date range accordingly when reconciling an export against a dashboard view.

Which one to use

Related

• Recording financial line items on a damage case
• Bulk-updating financial line items
• Setting and tracking case deadlines and reminders