The case file list report is a versatile section that allows you to generate a list of cases created in the system.
The types of cases that get created are:
- Lead intake
- Web form submissions
- Social media feeds
- Inbound calls
- Scheduled appointments
- Workflow
- Proof of claims
- Counselling certificates
- E-mailed documents
Building your report
- Go to Reports > Case File List
- Type and select your criteria
- Click Submit
Report results
The results in the returned list, can be exported to an Excel, CSV, or PDF by clicking the corresponding buttons on the top left of the screen.
Be mindful of the number of results returned by looking at the bottom left of the screen where it shows "Showing # to # of # entries".
To change the number of entries displayed on each page, select from the drop down menu at the to left of the scren
