Claim Processing Report

Review completed claim decisions pulled directly from Lynx.

Credentials stay on this computer

Refresh claim activity from Lynx

Pulls the Lynx audit trail used for agent, decision, date, and completion-hour reporting.

Checking the local Lynx connection…
Retrieving claim activity from Lynx…
Claims Worked
0
in selected range
Active Agents
0
with claim activity
Approved
0
0% of claims
Rejected
0
0% of claims

Claims Worked by Hour

One bar per active agent for each hour of the selected day.

Day total: 0 claims
No hourly claim activity matches the selected date and filters.

Claims Worked Over Time

Grouped by period with one colored bar per active agent.

No claim activity matches the selected filters.

Claims Worked — Raw Numbers

Uses the same filters and time periods as the graph.

Claim Activity Detail

Phone Coverage Report

Review each agent's daily start, stop, and total time in every phone status.

Credentials stay on this computer

Upload an Agents Status Report CSV

Drop the file here or choose it from your computer.

Processing phone coverage…
Checking for the local Talkdesk connector…

Interaction & Routing Audit

See how a call ended, who Talkdesk tried to ring, and why one agent may have received it over another. Adding the call date makes the search faster.

The local Talkdesk connector is required.
Agents
0
with recorded coverage
Coverage Days
0
agent-days in range
Coverage Time
0:00
between daily start and stop
On a Call
0:00
total recorded call time

Daily Averages by Agent

Each time value is the agent's average per coverage day. Average Stop uses days with a recorded Offline transition.

Daily Phone Coverage

Hover over a colored segment for its status, exact time range, duration, and note. Click a segment to add, edit, or remove its note; outlined segments have notes.

ZD Tickets Report

Review Zendesk ticket production by agent, day, month, and year.

Credentials stay on this computer

Upload a Ticket Updater CSV

Drop the file here or choose it from your computer.

Processing ZD ticket activity…
Checking for the local Zendesk connector…
Selected Month
0
0 solved
Selected Year
0
0 solved
Active Agents
0
in selected year
Active Days
0
in selected month

Tickets Worked by Hour

Grouped by time; the darker section of each agent's bar is solved.

Day total: 0 tickets worked · 0 solved
No hourly ticket activity matches the selected day and agents.

Tickets Worked by Day

Grouped by date; the darker section of each agent's bar is solved.

No ticket activity matches the selected month and agents.

Tickets Worked by Month

Grouped by month; the darker section of each agent's bar is solved.

No ticket activity matches the selected year and agents.

ZD Operations

Monitor open-ticket inventory, created and solved ticket volume, and the oldest currently open ticket in each operational category.

Zendesk data stays on this computer

Open Ticket Inventory

End-of-day tickets in New, Open, Pending, or On-hold status. This chart includes all tickets and is independent of the agent filter.

Latest selected: 0 open
Total open tickets
Refresh from Zendesk to build historical open-ticket counts.
Counts from January 1, 2026 forward use the prior year as a status baseline. Earlier snapshots may omit tickets with no captured status event.

Tickets Created vs. Solved

Distinct tickets created and moved to Solved each weekday. This chart includes all tickets and is independent of the agent filter.

Selected weekdays: 0 created · 0 solved
CreatedSolved
Refresh from Zendesk to build created and solved ticket counts.
Counts are based on ticket lifecycle changes, so comments or other saves that do not create or solve a ticket are not counted.

Oldest Open Ticket by Category

Refresh from Zendesk to load ticket categories and open counts.
CategoryOpen TicketsOldest TicketOldest Date
No categorized open tickets are available yet.

Admin

Manage users, data access, and local reporting connections.

Settings stay on this computer

Lynx Claim Connections

Add one OAuth connection for each Lynx client organization included in claim reporting.

Production
Client secrets are stored in a protected local settings file that is readable only by your user account. After saving, secrets are never sent back to this page; leave a secret blank to keep the saved value.
Loading Lynx connection settings…

Users and Data Access

Create sign-ins and map each own-data user to the names or emails used in the reports.

Local identity
Administrators can see and refresh all reports. Own-data users receive only matching Claims, Phone Coverage, and ZD Tickets rows from the server. The identity fields are designed to remain separate from login credentials so a shared OneSource identity provider can replace local passwords later.
Required for a new user. Leave blank while editing to keep the current password.
Comma-separated names or emails exactly as they appear in Lynx, Talkdesk, or Zendesk.
Loading users…
UserAccessReporting identitiesStatus