Filters and Reporting
Claimable lets you easily report and organise your data thanks to Filters.
Filters allow for conditions to be applied to claims, tasks, messages, contacts or companies, to create unlimited custom reports.
Every Claimable account comes with some default filters, but these are completely customisable, so you can create a list that suits your workflow.
For example, you may want to keep track of all property claims caused by flooding for the current month. Claimable allows you to create unlimited custom periodic filters whose data can be easily exported or sent directly to your inbox.
Benefits
- Create reports by adding simple or multiple conditions.
- Completely customisable with multiple condition options.
- Enhance your team's workflow.
- Get an at-a-glance view of what is important.
- Consistently report on KPIs.