🔎 In Claimable, we call reports, filters.
Filters let you report on your claims, messages, tasks, contacts or companies by applying a combination of different conditions.
Creating a filter/report is really easy. Just follow these simple steps:
Click the tab you want to report on, for example Claims
Click the Filters list
Click on the plus icon to create a new report
Name the report and choose the conditions that should apply
Click on "Save"
Here is an example on how to create a filter to report on all claims created this "Month-to-Date":
