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How do I export a single claim?

Written by Elisa

You can easily export a single claim in CSV or XLSX format in a few clicks:

  1. Search the claim in question by Name, Claim ID or Claim Ref.

  2. Once the result of your search appears, click on the export button

  3. Choose a format (CSV or XLSX)

  4. Tick the preferred options (e.g.: "Include all columns")

  5. Click on "Export"

💡 If you export to XLSX, you will be able to include contacts, tasks, damages, payments and notes shown on additional tabs in the spreadsheet.

Exporting a single claim from Claimable
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