How do I Generate Cases Approaching Need by Date Report?

Updated on December 27, 2017 11:54PM by Admin

Cases app has many default standard reports. You can generate a report that explains about a customer requirements by date using "Cases approaching need by date".

Steps to Generate Cases approaching Need by Date

  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 “Cases Approaching Need by Date” from “Charts” drop down left navigation panel.
    cases-approaching-need-by-date
  4. You can view cases approaching need by date chart in the dashboard.
  5. Click on "Filter" icon and enter the details.
  6. Click on "View Report" button.
  7. You can view the cases chart.
  8. Click on particular “Days to Need by Date” tab to view case report in the dashboard. For instance: 31-60.
    cases-export
  9. Click on “Export” button to view a report in spreadsheet format.
    export-report



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