Case Tracker Administrators can download data on all or a subset of the cases on their account.
View and Edit Existing Reports
Open the Reports Tab on the Left Navigation Menu to view a list of all reports that have been created on your account.
Click the Download Icon to the right of the report name to download the report as a CSV file.
Click the Edit Icon to the right of the report name to edit the report title, the filters that are applied to the report, and who has access to the report.
Create a New Report
Open the Reports Tab on the Left Navigation Menu to view a list of all reports that have been created on your account. Then, click Generate Report on the top right of the table.
In the pop-up window that appears, select the Report Type from the Dropdown Menu and add a name for the report. Use the filter dropdowns to select what data to export.
