Covalynt Help Center

8. Filtering dashboard data

What this article covers: How to use filters on the ClaimScore Dashboard to narrow your claim population to exactly what you want to see — by timeframe, result, fraud signal, score, and more. Any filters you have active carry through to the reports you create.

Where Filters Live

Filters are controlled from your top navigation actions, and in filter chips sitting just above the data:

Date range button — Shows the currently active timeframe (e.g., 12/12/26 – 06/19/26). Click it to open the Timeframe panel.
Filter button (the funnel) — Opens the main filters panel, where every other filter lives.
Chips — Shows a collection of active filters, click on any to clear that one.

Filters do not apply until you click Apply Filters. To leave a panel without changing anything, click Cancel.

💡 Tip: Filters shape the ClaimScore dashboard. When you apply a filter, the summary cards, the Claim Results Timeline, and the claim records table all update together to reflect only the claims that match.

Setting the Timeframe

Click the date range pill to open the Timeframe panel. You have two ways to set a window:

Quick presets — One-click ranges: Today, This Week, Last Week, Last 7 Days, and Current Month.
Custom range — Use the Select Date Range calendar to pick a start and end date. Click a start date, then an end date; the range fills in between them.

To start over, click Clear. When the window is set, click Apply Filters.

The timeframe controls which claims are in view by submission date — every other filter, card, and chart operates within the window set here.

The Filters Drawer

Click the filter icon to open the Filters panel. At the top you'll see:

Applied Filters — A running summary of which filters are currently shaping your view.
Clear All — Removes every active filter at once and returns the dashboard to the full population.

Below that, filters are grouped into collapsible sections. Click any section to expand it. You can combine filters across as many sections as you like — claims must match all active filters to appear. When you're done, click Apply Filters.

Section	What it filters by	Control type
Datasources	The source the claim came in through (e.g., API Real-Time Data)	Checkboxes
Submission Type	Whether a record is a Claim or Other	Checkboxes
Access Type	How the claim was submitted: Credentialed Access or Public Access	Checkboxes
Evidence	Whether the claim was submitted with supporting Proof or with No Proof	Checkboxes
Entity Type	Whether the claimant is an Individual or an Organization	Checkboxes
Results	The scoring outcome (see below)	Checkboxes
Deduction code	The specific fraud signals applied to a claim (see below)	Checkboxes
Eligible units	The number of eligible units claimed, set as a range	Range slider
Score range	The claim's ClaimScore, set as a range	Range slider

Filtering by Data Sources

The Datasources section lets you choose which submission sources are included in the dashboard view. By default, every data source is active — uncheck any source to remove its claims from the dashboard. The available sources are:

Real-Time Data — Accounts for all claims submitted through the API connection.
Claim files — Each file submitted through the bulk upload process appears here individually, matching the entries in the Claim Files table.

Uncheck one or more sources to exclude them, then click Apply Filters.

💡 Tip: Turn a source off everywhere from the Claim Files screen. If you don't want a data source to appear in this filter (or anywhere on the dashboard) at all, turn off its Incl. Source toggle on the Claim Files screen. Sources excluded there won't be listed as options in the Datasources filter.

Filtering by Results

The Results section lets you isolate claims by their scoring outcome. The options match the categories you see in the summary cards at the top of the dashboard:

Result	Meaning
Pass	Claim meets all evaluation criteria and is approved for payout
Verify	Claim passed but shows indicators that may signal fraud. We recommend reviewing supporting information before confirming payout
Inspect	Claims that include supporting evidence are marked for further examination
Fail	Claim failed evaluation criteria
Cure	Claim failed but may be legitimate. We recommend contacting the claimant to confirm details or cure any deficiencies
Insufficient	Claim lacks the necessary information to be scored accurately
Unsupported	Claim type or format is not supported by the current scoring logic
Non-claim	Submission is not a claim and has been excluded from analysis

Check one or more results to narrow the claim data.

💡 For example: checking Pass, Verify, and Inspect shows passing claims only — a good way to see claim submissions with a score of 700+ in isolation.

Filtering by Deduction code

Each deduction code corresponds to a specific fraud signal that ClaimScore applied to a claim. Filtering by deduction code lets you pull up every claim that triggered a particular signal, which is useful when investigating a suspected pattern or building support for a specific finding.

Check one or more codes to see only the claims that carry them. Available codes include ForeignIP, ClassMemberDup, LeakedIdentity, AddressMismatch, InvalidEmail, IPMatch, HouseholdLimit, Deadline, IdentityMismatch, NoApprovedUnits, and Jurisdiction)

Clearing filters

To remove filters and return to your full claim population:

Clear All (in the Filters panel header) removes every filter at once.
Uncheck individual options from each filter section, or from the filter chips above the data, to remove just those.
In the Timeframe panel, use Clear to reset the date range.

After clearing, click Apply Filters to update the dashboard.

What Happens Next

Once you've filtered the dashboard to the view you want, you can share it. Any filters active when you create a report are applied to it automatically and listed in the report's Filters Applied summary. To send or schedule a report from your filtered view, see: Creating and scheduling reports.

For a full tour of the dashboard sections that filters reshape — the summary cards, the timeline, and the claim records table — see: ClaimScore dashboard quickstart.