e-Case Exchange Dashboard Reports

The e-Case Exchange Dashboard report is an Excel based report that provides quick and easy access to the most significant information about your cases. This report presents a high level graphical overview, with drill down capabilities, providing you access to the important details behind the numbers.

How many cases did your firm submit for the last 12 months?
How many case offers have been received by risk group or carrier?
How many cases are awaiting offers?

Installation

Verify System Requirements

Verify that your system meets the requirements for running Dashboard Reports:

Current login and password for e-Case Exchange
Microsoft Excel 2007 or Excel 2010
Microsoft Windows XP with SP2 and SP3 or Windows 7
Internet Explorer 7 or 8

Install the Excel Plug-In

To install the e-Case Exchange Dashboard report, you need to first install the Dashboard report plug-in. If you already have a version of the plug-in, you will need to uninstall it. This new version of the plug-in allows access to the e-Case Exchange Dashboard as well as the other existing Dashboard Reports.

Check for and remove existing plug-in:

If your system has Windows XP, click this link for instructions: Windows XP Plug-In Removal Instructions.pdf
If your system has Windows 7, click this link for instructions: Windows 7 Plug-In Removal Instructions.pdf

Install the new plug-in:

To install the Dashboard Reports Plug-in, click this link: Excel Plug-In Install
Select Run when prompted
Click Next each time you are prompted in the Dynamic Reports Setup Wizard
Enter your e-Case Exchange Login Credentials when prompted
Click Close

Install the e-Case Exchange Dashboard Report:

To install the e-Case Exchange Dashboard Report follow these steps:

To install the e-Case Exchange Dashboard Report, click this link: e-Case Exchange Dashboard
Select Save when prompted
Select Desktop and click Save
The Dashboard Report icon will be installed on your desktop
Click the icon on your desktop to launch the report.
For more information on how to use the Dashboard report, click this link: e-Case Exchange Dashboard Operations Guide

Update e-Case User Profile

Please Contact M Technical Support at (800) 816-6850 or [email protected] to enable "Web Reporting" credentials for your e-Case User Profile.

General Information

To view more information about Dashboard Reports visit the M Technology Website.

Need Help? Contact [email protected] or call (800) 816-6850.