ONESHIELD ENTERPRISE / REPORTING

Reports Your Team Builds Themselves

Give business users self-service analytics on a unified data model spanning policy, billing, and claims. Build dashboards, run standard or ad hoc reports, and act on real-time insight without a ticket to IT.

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Analytics that don't wait on a data team

OneShield Reporting runs on the same unified data model as Policy, Billing, and Claims, so business users can build, save, and share their own dashboards and reports without technical assistance.

• Customizable dashboards give every role an at-a-glance view of what matters
• Persona-based views for underwriters, adjusters, CSRs, and supervisors
• Ad hoc reports built, saved, and reused without a developer
• Drill down and drill through data across key dimensions

Self-Service Analytics

Build Your Own Reports

Business users create, save, and reuse ad hoc reports without waiting on IT or a developer.

Key capabilities:

• Drag-and-drop cube filtering for multidimensional analysis, saved and shared across your team
• Persona-based dashboards for underwriters, adjusters, CSRs, and supervisors
• Over 50 pre-built reports ready on day one
• Drill down and drill through data across key dimensions

Unified Data Model

Report Across Policy, Billing, and Claims

Policy, billing, and claims run on one data model, giving every report a complete, accurate picture.

Key capabilities:

• Near real-time dashboards, not overnight batch reports
• No data re-keying between policy, billing, and claims
• Direct connections to a dedicated reporting database, separate from the transactional system
• One consistent data source, whether you're pulling a canned report or building your own

Flexible Distribution

Get Reports Where Your Team Already Works

Schedule reports for automatic distribution, export to PDF, CSV, or Excel, or connect Power BI.

Key capabilities:

• Scheduled, automated report distribution
• Export to PDF, CSV, or Excel
• Power BI supported for teams that want a familiar interface
• Saved and reused report definitions across your team

Open Analytics Ecosystem

Send Data Anywhere You Need It

Export data to external data lakes or warehouses through API integration, with alerts when your data changes.

Key capabilities:

• API-based export to Snowflake, Redshift, and other data warehouses
• Event-based notifications when source data changes
• Connect any BI tool your team already uses
• Feed OSE data into your broader analytics ecosystem

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