Skip to Main Content
Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Will not implement
Created by Mark McFadden
Created on Jan 27, 2023

Move Reports Manager to App Manager Screen Filter on Claims and Policy

My suggestion is to make the Reports Manager App accessible from the App Manager Screen. This way it is less clicks to get to. Currently one has to go to the Claims Manager or Policy Manager to Access.


Additionally, when accessing reports from the Claims Manager or the Policy Manager, the reports should be filter accordingly.

Solution Platform ClearSight
  • Attach files
  • Admin
    Laura Amedeo
    Reply
    |
    Jul 1, 2024

    Thank you for submitting this idea. While it is a great idea, unfortunately we will not be able to accommodate this on our roadmap in the near term.

    The ability to filter the list of reports by the app is available by a global setting change. Please reach out to your account team for more information.