The case file report allows you to build your own case report based on a wide array of criteria.
Report types
- Detailed
The detailed report will give you all the information pertaining to a case, such as the notes, drop down options, and who created the case. Hyper links are available for you to click and review in more detail. - Summary
The summary report will give you summarized information about the constituent and the case.
Export options
Export options are available in the summary report type:
- Excel
- CSV
To pull a Case File List Report:
Depending on your criteria, you can select multiple values for this report. You can select from any of the below:
- Case ID
- Open Date
- Closed Date
- Description
- User
- Case Code
- Subtype
- Status
- Case Type
