Run the Claims Bordereau

Run the Claims Bordereau


  1. From the Durell front screen, click on “Reports” and then on the General tab, run the “Claims Bordereau (Excel)” report
        
  1. In the new window that appears, set your report criteria (such as date range) as required. 

  1. More criteria are available by clicking the “Claim selection” button. Options such as excluding or including claims by their Stage or Insurer can be chosen (shown below). You can use the “Save” button to save criteria which you may wish to use again in the future.

  1. Once all required criteria have been input, click “OK” to run the report. The report is sent to Excel, where you can review and save the data as necessary.


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