Create Custom Reports

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.

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. 

What Reports are Available  

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 

To create a new report, click Generate Report at the top right of the page.  

1. Select the report type: Choose the type of report you would like to generate using the Report Type dropdown.  
2. Name the report: Enter a name for your report in the Title field.  
3. Select filters: Select from the available filters as desired (filter options vary by report type). 
4. 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.