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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
- Log in and access Cases App from your Universal Navigation menu bar.
- Click on “Reports” icon located at the app header bar.
- Click on “Cases Transferred within a Team” in "Cases Reports" from the left navigation panel.
- 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.
- Click on "View Report" button to view case reports in a dashboard.
- Click on "Export" button to view reports in a spreadsheet.
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