To build a report on year-to-date, month-to-date or week-to-date claims, you just need to create a filter for claims and select the suitable conditions, for example "Month-to-Date", for the "Created Date" filtering option.

TIP: Don't forget, you can schedule reports to be emailed automatically

to your inbox either daily, weekly or monthly.

To do so, just select the filter, click on the export button, choose CSV or XLXS along with the columns you would like to include, and click "Schedule".