This article will introduce you to Case Tracker’s reporting tools, including what types of reports you can generate and how to create custom reports.
Note: The Reports tab is located on the left navigation menu. If you do not have any report permissions, it will not be on your navigation bar. Users with ‘Update’ permissions can edit existing reports. Users with ‘View’ permissions can only view and download existing reports. Learn more about user roles and permissions, or contact your Administrator to request access to generate reports.
All default and custom reports that you create are saved to your reports list under Reports on the Left Navigation Menu. On this page you can download, edit, and delete your saved reports.
Available Reports
You can create the following types of reports:
- All Case Summary Report: includes detailed information for all cases and incidents. Filter by incident date range or case start and completion date ranges.
- Custom Case Report: an advanced report builder that enables you to analyze case data based on your chosen filters.
- Report by Case Manager: includes case information for the selected case manager, as well as data on case procedures, such as a summary of days utilized for each procedural step. Filter by incident date range or case start and completion date ranges.
- Clery Report: includes case incidents and violations that are reportable under the Clery Act. Filter by type of Clery Act offense, incident date range, or case start and completion date ranges.
- History Check: generates a case record history for the selected individual.
How to Create a New Report
Note: The Reports tab is located in the left navigation menu. If you do not have report permission access, it will not be on your navigation bar.
Users with ‘Update’ permissions can edit existing reports. Users with ‘View’ permissions can only view and download existing reports. Learn more about user roles and permissions, or contact your Administrator to request access to generate reports.
Don’t see any reports? If no one in your institution has created any reports yet, there will be nothing listed in the Generate Reports home screen. You will create your own initial reports using preset the filter options under the Generate Report button.
- To create a new report, click Generate Report at the top right of the page.
- Select the report type: Choose the type of report you would like to generate using the Report Type dropdown.
- Select filters: Select from the available filters as desired (filter options vary by report type).
- Generate: Click Generate to create your report.
Reports are saved to your reports list and you can download them as a .csv file.
Edit a Report
To edit the name or filters of an existing report, click Edit located to the right of the report that you would like to revise.
Important: Any changes made to the report title or the filters will replace the title and previous set of filters in the existing report. Generate a new report versus editing if you do not want to replace an existing report.