What this article covers: How to create, send, and schedule reports in ClaimScore — so you can share claim results with stakeholders, co-counsel, or administrators on a one-time or recurring basis.
What are Reports?
Reports in ClaimScore let you export a filtered snapshot of your claim results and deliver it by email — either immediately (Send) or on a recurring schedule (Schedule). Reports are useful for:
- Keeping co-counsel informed of case progress without giving them full app access
- Sending weekly updates to administrators or clients
- Creating a regular audit trail of scoring results over time
Two Ways to Create a Report
You can create a report from two places:
- From the Dashboard — Use the share/report button on the dashboard to create a report based on what you're currently viewing.
- From the Reports section — Click Reports in the left sidebar to manage all reports in one place.
The Reports Dashboard
Click Reports in the left sidebar. You'll see the Scheduled Reports table, which lists all reports that have been set up for the current case. Columns include:
- Title — The report name
- Creator — Who created it
- Date Created
- Recipients — Who receives it
- Frequency — How often it runs (Daily, Weekly, etc.)
You can filter this list by Frequency and Status, and sort as needed.
Viewing a Report's Details
Click any report row to open the Report Detail drawer on the right side of the screen. The drawer shows:
- Creator, Date Created, Frequency, Recipients, and Time
- Filters Applied — The data filters that were set when the report was created (e.g., Data Range, Determination, Claim Type)
From the drawer you can:
- Edit the report (opens an edit mode with all fields editable)
- Delete the report
- Cancel to close the drawer
Creating a New Report
Step 1 — Open the Share Report modal
From the Dashboard, click the share or report button to open the Share Report modal. The modal has two tabs:
- Send — Send the report once, right now
- Schedule — Set up a recurring report
Step 2 — Fill in the report details
Both Send and Schedule share these fields:
- Report Title — Give the report a clear name. Recipients will see this in their email subject line.
- Recipient List — Enter the email addresses of everyone who should receive this report. Multiple recipients appear as chips. You can add anyone — they don't need to be ClaimScore users.
- Data Range — Select the time window for the data in this report (e.g., Last 7 days, Last 30 days, All Time).
For Schedule only, additional fields appear:
- Start Date — When the recurring schedule begins.
- Time — What time the report is sent.
- Timezone note — ClaimScore displays a callout showing the timezone interpretation (e.g., PST / EST) so there's no ambiguity about when the report will send.
- Frequency — Choose Daily, or a specific day of the week (e.g., Weekly on Tuesdays).
Step 3 — Apply filters (optional)
Below the main fields, a Filters Applied section lets you narrow down what data appears in the report:
- Determination — Filter to show only Pass claims, only Fail claims, or both.
- Claim Type — Filter by specific claim types if your case has multiple (e.g., Proof of Purchase vs. Sworn Statement).
If no filters are applied, the report will include all claims in the selected data range.
Step 4 — Send or Schedule
- For a one-time report: click Send Report. The report is sent immediately to all recipients.
- For a recurring report: click Schedule Report. The report is saved and will run automatically on the defined schedule.
Scheduled reports appear in the Reports table and can be edited or deleted at any time.
Editing a Scheduled Report
- Go to Reports in the sidebar
- Click the report you want to edit
- In the drawer, click Edit
- The drawer enters edit mode: you can update the Title, Recipient List (add/remove chips), Frequency, Time, and Data Range
- Click Save Changes to apply, or Discard Changes to cancel
What Happens Next
Your recipients will receive an email with the report attached. They don't need a ClaimScore account to receive or open the report.
