📊 In Claimable we call reports Filters. Filters allow you to report on your claims, messages, tasks, contacts or companies by applying a combination of different conditions.
You can schedule reports to be sent to your inbox daily, weekly or monthly quickly in a few clicks. Here is how:
Click on the Filter or Label you would like to receive
Click on the export button
Choose a format and the preferred options (e.g.: "Include all columns?")
Click on "Schedule"
Choose the frequency (e.g.: "Every Month on the 1st")
Click on "Add Schedule"
TIP: To avoid receiving empty exports, check the "Skip empty exports?" option. Claimable will not send any exports that yield zero rows.
