---
module: claims.dashboard
title: Claims Dashboard
tab: Customer
order: 10
audience: customer
---

Your home base for tracking ATM cash shortage loss recovery. Use it to see every open claim at a glance, check how much money is at stake, and jump into any claim that needs attention.

## 📊 What you're looking at

At the top of the screen are summary cards for your institution:

- **Active Claims** — how many claims are still being worked.
- **Deposit Exposure** — total dollars at risk on deposit-type claims.
- **Withdraw Exposure** — total dollars at risk on withdrawal-type claims.
- **Awaiting Response** — claims waiting on a reply from a party involved.
- **Deposit Recovered YTD** — deposit dollars recovered so far this year.
- **Withdraw Recovered YTD** — withdrawal dollars recovered this year, plus your overall recovery percentage.

## 🔍 What you can do here

1. **File a new claim** — click **+ File New Claim** to start recording a shortage.
2. **Open a claim** — click any row in the table to view its full detail.
3. **Filter the list** — open the **Filters** panel on the left to narrow things down:
   - Search by **Claim #**.
   - Search by **Terminal ID**.
   - Filter by one or more **Status** values (Open, Waiting CIT, Waiting SP, Waiting Institution, Pending Payment, Resolved – Paid, Resolved – Offage Found, Resolved – Denied).
   - Click **✕ Clear all** to reset every filter.
4. **Sort** — click a column header (Claim #, Terminal, Loss Period, Shortage, Status, Submitted, Updated) to reorder the list.
5. **Refresh** — the list refreshes on its own every 60 seconds. Toggle **Auto-refresh** off if you'd rather it hold still, or click the refresh button to update immediately.

## 📋 The claims table

Each row is one claim:

- **Claim #** — the reference number for the shortage.
- **Terminal / Location** — which ATM and where it sits.
- **Loss Period** — when the shortage occurred.
- **Shortage** — the dollar amount short.
- **Type** — **Deposit** or **Withdraw**.
- **Status** — where the claim is in the recovery process.
- **CIT Vendor / SP Vendor** — the cash-in-transit and service-provider partners assigned to the claim (a dash means none assigned yet).
- **Submitted / Updated** — when the claim was filed and last changed.

## 💡 Good to know

- A claim with a new update is marked with an amber stripe down its left edge, so you can spot what's changed at a glance.
- The count above the table always reflects your current filters, so you know exactly how many claims match.
