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How do I Generate Inflow Trend of Cases Report?
Updated on November 8, 2021 05:49AM by Admin
Cases app has in-built default standard reports. You can choose one of the report formats to generate the Inflow Trend of Cases report. This report displays the details of the cases opened in the selected period.
The following steps will help in generating the reports.
Steps to Generate Inflow Trend of Cases
- Log in and access the Cases app from your universal navigation menu bar.
- Click on the “Reports” icon located at the app header bar.
- Click on “Inflow Trend of Cases” from “Charts” in the left navigation panel.
- You can view the Inflow Trend of Cases chart in the dashboard.
- Click on the "Filter" icon and provide the following details:
- Customer - Enter the name of the customer.
- Assigned to - Enter the name of the person to whom the case gets assigned.
- Priority - Select the priority.
- Click on the particular “Month and Year” tab to view case report details in the dashboard.
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