A great feature of Claims is the ability to send information directly to a Microsoft Excel spreadsheet or to a HTML file to be rendered by your system’s default web browser, where it can be easily viewed or sent on for further processing and reporting.

 

Only the data present in the main grid of the Claims tab will be exported.  If you have removed fields to customize your view, then data for these fields will not be exported.  Further, any filtering, grouping, or sorting that is in use within the grid will also be reflected in the output.  Refer to the Customizing the Claims Interface for details.

 

Exporting Claims Data

1.   Access the Claims interface within the MoversSuite application,

2.   Open the Claims tab,

3.   Use the Find feature to locate specified records,

4.   Optionally, customize the main grid view to mimic what is desired for the layout of the output,

5.   Once the grid is populated, right-mouse click within the grid and an options dialog should appear,

6.   Click on Export To,

7.   Click on either Excel or HTML and either the computer’s default web browser or a Microsoft Excel window should appear containing all the data available from within the grid.

Whichever options is selected, the window will remain open and a user can refer back to it as they continue to work within the MoversSuite application.

 

All the features available through Microsoft Excel and the web browser to save, print, etc. are available for the generated export, as well.

 

Files generated in either format are automatically saved to a Window’s local directory.  The name of the file will appear in the title and a user can use the Save As feature of either program (File > Save As) to save the file to another name and/or location.

 

Figure 44: Claim output in Microsoft Excel