How do I View Cases by Customer Report?

Updated on January 11, 2017 09:14PM by Admin

Cases by Customer

The customer case reports which supports you to filter cases created for the particular customer. The customized case report acquires case number, a summary of the case, customer involved in that case, the status of the case, priority given to the case, the type of the case, the case assigned to an employee name, Need By Date and Date Resolved.

Steps to View Cases by Customers

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Click on "Reports" icon located at the app header bar.
    Cases Reports
  3. Click on "General Reports" and select "Cases by Customer" from the left navigation panel.
    Cases By Customer
  4. Provide the following information:
    • Customer Name - Name of the customer.
    • Start Date - Start date.
    • End Date - End date.
  5. Click on "View Report" button to view the report in a dashboard.
  6. Click on "Export" button to view reports in spreadsheet format.

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