Filters let you apply conditions to your claims, tasks, contacts or companies, so you can organise your data effectively.
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Your Claimable account comes with some default filters, but these are completely customisable, so you can create your own list that suits you workflow.

There are no limitations on how many filters you can add and they are available to everyone on your team. Filters can be edited and deleted according to preference, so don't fear playing around to find the right filters for you. Your claims won't get deleted even if a filter is!

Filters are a great way to report on your claims, tasks, contacts or companies by applying simple or multiple conditions. For example, if your team requires a report of claims for a particular incident date range, you can create a filter for this period.

Another scenario could be to report on the number of motor claims that have complaints. By adding a filter with Claim Type: "motor" and Has Label: "Has complaint", it will show only show claims with both these conditions.

TIP: You can export a CSV or an XLSX file of the claims in your filters by selecting the filter in question and clicking on the "Export" icon.

You can quickly see a list of all your filters from the Claims, Tasks, Contacts and Companies tabs, along with the total in each filter.

Depending on your filters, this will give you an at-a-glance overview of what each filter shows, along with the number of claims, tasks, contacts or companies that needs your teams' attention.
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For example, if your team needs to work through motor claims awaiting review, a filter can be created with the Claim Type: "motor" and Has Label: "Needs Review", so that each team member can easily see what they need to action. 

When creating a new filter there are six available conditions that you can apply as explained below: 

The Branch field gives you the option of choosing to show only claims belonging to a specific branch.

The Status field gives you the option of choosing if the filter is going to show open or closed claims. Leaving this field blank will show both. 

The Open Conversations field gives you the option of showing claims with a number

of open conversations within a range. For example, you may want to show claims with more than 2 open conversations.

The Client field allows you to specify the client linked to the claim. If the field is left blank, the filter will not take into account the client and show all the claims with any or no client linked to them.

The Broker field gives you the opportunity to filter your claims by the broker linked to them. This filtering option will only be available when a company with the broker role has been previously created. 

If the field is left blank, the filter will show you all the claims with any or no broker linked to them.

The Insurer field allows you to filter your claims by the insurer linked to them. This filtering option will only be available when a company with the insurer role has been previously created.

If the field is left blank, the filter will show you all the claims with any or no insurer linked to them.

The Claim Type field allows you to filter your claims by type. The filter can either show all claim types by leaving this field blank, or one specific if chosen from the dropdown menu.

Dependent on the chosen Claim Type, the Incident Type field allows you to specify which incident type to filter on from the dropdown menu. If no Claim Type is chosen, the Incident Type field will not show any options. 

The Created Date field allows you to filter your claims based on when the claim was created. Claimable allows you to select a relative date (e.g.: Year-to-date, Month-to-date, Today, Last Month, etc.) or specify a date range (e.g.: From 01/07/2024 To 15/07/2024). You can also populate just one of the From or To dates to filter either after or before that date, respectively.

The Reported Date field allows you to filter your claims based on when the claim was reported. Claimable allows you to select a relative date (e.g.: Year-to-date, Month-to-date, Today, Last Month, etc.) or specify a date range (e.g.: From 01/07/2024 To 15/07/2024). You can also populate just one of the From or To dates to filter either after or before that date, respectively.

The Incident Date field allows you to filter your claims based on when the incident occurred. Claimable allows you to select a relative date (e.g.: Year-to-date, Month-to-date, Today, Last Month, etc.) or specify a date range (e.g.: From 01/07/2024 To 15/07/2024). You can also populate just one of the From or To dates to filter either after or before that date, respectively.

The Last Activity Date field allows you to filter your claims based on when the last activity was performed on the claim. Claimable allows you to select a relative date (e.g.: Year-to-date, Month-to-date, Today, Last Month, etc.) or specify a date range (e.g.: From 01/07/2024 To 15/07/2024). You can also populate just one of the From or To dates to filter either after or before that date, respectively.

The Closed Date field allows you to filter your claims based on when the claim was closed. Claimable allows you to select a relative date (e.g.: Year-to-date, Month-to-date, Today, Last Month, etc.) or specify a date range (e.g.: From 01/07/2024 To 15/07/2024). You can also populate just one of the From or To dates to filter either after or before that date, respectively.

The Assigned To field gives you the opportunity to filter claims assigned to a specific person by adding his/her name from the dropdown menu.  

The Created by field gives you the opportunity to filter claims created by a specific user by adding his/her name from the dropdown menu.

The Has Labels field allows you to specify one or more labels to apply to your filter.

When specifying labels you will be able to toggle between the following options:

When "All of These Labels" is selected, the filter will only show claims where every label specified is present. It will include claims where the specified labels exist along other labels.

When "Any of these Labels" is selected, the filter will show all claims having at least one of the labels. The labels can exist along other labels.

When "Only These Labels (And No Others)" is selected the filter will show those claims that only have the labels specified. No other labels will be present on the claims shown.

If you select "None of These Labels (Excluding)", the filter will only show claims that do not have any of the labels specified.

The Appointed Suppliers field allows you to filter claims by one or more suppliers appointed to them. 

When specifying the appointed suppliers you will be able to toggle between “All” and “Any”. If you select “All” the filter will only include claims having all suppliers appointed. If you select “Any” the filter will include claims that have at least one of the suppliers appointed.

Filters can be reordered by dragging and dropping them into your preferred order.

Pinned filters, such as the "All" filter, always stay at the top of the list and not be reordered.

Just as you can create a filter for claims, as explained above, filters also work on Tasks, Contacts and Companies too, with specific conditions for each.

Just click the support chat bubble in the bottom right corner and we will happy to assist you. Alternatively, you can learn more from the following introduction article: