You can easily export a single claim in CSV or XLSX format in a few clicks:
Search the claim in question by Name, Claim ID or Claim Ref.
Once the result of your search appears, click on the export button
Choose a format (CSV or XLSX)
Tick the preferred options (e.g.: "Include all columns")
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.
