How do I generate Cases by Status Reports?

Updated on January 12, 2017 03:38am by Admin

Cases app allows you to create the reports based on your requirements and also it provides some Pre generated report formats, which minimizes your work.

Steps to Generate Cases By Status 

  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
  3. Click on “General Reports” drop down. Select “Cases by Status” from the left navigation panel.
    cases
  4. Provide the following information:
    • Status – Choose a status from the drop down to generate a report. For instance "Immediate".
    • Start Date – Set start date to generate the report. For instance empty.
    • End Date - Set end date to generate the report. For instance empty.
      cases
       
  5. Click on “View Report” button to view report in the dashboard.
    cases 
  6. Click on “Export” button to view report in spreadsheet format.
    Status Reports title=



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