How do I generate Cases by Type Reports?

Updated on January 12, 2017 03:44AM by Admin

Cases app has many default standard reports. It allows you to view the cases by its type using a report option called "Cases by Type". 

Steps to Generate Cases by Type

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Click on “Reportsicon located at the app header bar.
  3. Click on “General Reports” drop down. Select “Cases by Type” from the left navigation panel.
    Reports by Type
  4. Provide the following information:
    • Type – Choose a Type to generate report.
    • Start Date – Set start date to generate report.
    • End Date - Set end date to generate report. 
  5. Click on “View Report” button to view report in the dashboard.
    Create by type
  6. Click on “Export” button to view report in spreadsheet format.

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