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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
- Log in and access Cases App from your universal navigation menu bar.
- Click on “Reports” icon located at the app header bar.
- Click on “General Reports” drop down. Select “Cases by Type” from the left navigation panel.
- 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.
- Click on “View Report” button to view report in the dashboard.
- Click on “Export” button to view report in spreadsheet format.
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