Reports Overview
The Reports section creates reusable, list-style reports from data in Claims, Leads, Contacts, and Companies. Each report combines filters, selected columns, sharing permissions, and a default sort order.
How It Works
Section titled “How It Works”Open an existing report from the Reports list or use the Create menu to start a Claim, Lead, Contact, or Company report. The report viewer provides:
- A filter panel for narrowing the records in the report
- A Saved Filters option when you want to reuse an existing filter
- A Fields dialog for selecting and ordering report columns
- Settings for the report title, description, permissions, and default sort
- A live table preview of the matching records
Key Features
Section titled “Key Features”- Custom Report Generation: Build reports for Claims, Leads, Contacts, or Companies.
- Flexible Filters: Configure filters directly in the report or start from a saved filter.
- Customizable Fields: Select and reorder the data columns included in the report.
- Reusable Configuration: Save the report so it remains available from the Reports list.
- Excel Export: Download the current report data with Export to Excel.