Overview

The Report action generates a report from the system's configured report templates and performs one or more of the following:

• Attaches the generated file to the parent record
• Emails the report as an attachment to specified recipients
• Faxes the report to a specifiec fax number

Key Use Cases

• Auto-generate claim settlement letters when status changes
• Email policy certificates to insureds on policy binding
• Generate inspection reports and attach to work orders
• Produce loss run reports and email to underwriters
• Create regulatory filings and store as documentation

Domain Restrictions

No Domain Restrictions — The Report action can be executed on any domain that:

• Has events configured
• Has an associated report configured for that domain or joined domains

The action uses the domain record to:

• Filter the report data (via matchField parameter)
• Attach the generated file to the record
• Resolve form tags in email content and file names

Common Domains:

• Claim
• Policy
• Asset
• Contact
• Invoice
• WorkOrder
• Any custom domain with reports

How It Works

Execution Flow

1. Report Lookup
   System retrieves the report by reportId.

2. Data Filtering
   Applies filter based on matchField to scope the report to the current record.

3. Report Generation
   Renders the report in the specified format (PDF, Excel, Word, etc.).

4. File Storage (if attachToParent = true)

   • Saves the file to database or S3
   • Creates a File record with metadata (folder, type, status, categories)
   • Associates the file with the parent domain record

5. Email Distribution (if to is specified)

   • Attaches generated report to email
   • Supports additional file attachments via filters
   • Sends notification with the report

6. Fax Distribution (if faxNumber is specified)

   • Faxes the generated report with cover page
   • Can attach additional files from a folder
   • Sends disposition notifications

7. Multiple Distribution Methods
   You can combine attachment + email, attachment + fax, or all three simultaneously.