How do I Generate Cases Transferred within a Team Report?

Updated on December 22, 2017 06:45am by Admin

Cases app allows you to view the reports as per your needs. If a case is assigned to one of the members of your team, you can check those cases using an option called "Cases transferred within a team".

Lets go through the steps to understand better.

Steps to Get Cases Transferred within a Team

  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 Transferred within a Team” in "Cases Reports" from the left navigation panel.
    cases-transferred-within-a-team
  4. Provide the following information:
    • Receiving Email id – Email address (authenticated email address) from which the cases are created.
    • Team – Name of the team.
    • Start Date – Start date.
    • End Date – End date.
      report-of-within-a-team
  5. Click on "View Report" button to view case reports in a dashboard.
  6. Click on "Export" button to view reports in a spreadsheet.
    export report-of-within-a-team



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