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Adding an Insight filter to generate data for a specific claimant

I want to create an insights report to produce data by a specific employee.

C
Written by Charlotte Alderson
Updated over a month ago

To add a filter to generate data for a specific Claimant, please follow the instructions outlined below.

  1. Report Column should be set to Claimant No

  2. Operator set to 'Equal To'

  3. Filter Prompt switched On

  4. Prompt Text can be Employee ID or Claimant No.

  5. Click OK

When you refresh the data it should ask you to enter a Claimant No

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