When you're working on the main Canvas screen and have defined an area that includes
claims or policies, you can look on the right and see the Claim & Policy
icon (
), which is a toggle that enables you to see or hide aggregated details.
Procedure
- Select the icon. The Claim & Policy Data panel is displayed or hidden.
- When the panel is displayed, review the statistics at the top. You can identify contributing values by moving to the bottom and opening different sections:
- In the topmost sections you can toggle sub-categories to include them in or exclude them from the aggregated details.
- In the bottommost entries, you can specify values to filter what's being included or excluded.