Create a case listing report

The Case Listing Report enables you to filter cases based on Case Initial Receipt Date and Case Creation Date. You can select multiple entities from the List of available fields using the CTRL+CLICK functionality.

1. Select Reports, then select Aggregate Reports, and click Case Listing.
2. When the system opens the Case Listing Reports view select the information to appear on the report.
3. Select the fields that are to appear in the report from the Available Fields list.
4. Click Add. Repeat this process for each field that must appear in the report.
5. Use Move Up and Move Down to arrange the fields in the Selected Fields list.
6. Check the Blinded checkbox to hide blinded information in the report.
7. Specify an Advanced Condition, if appropriate.
8. Specify a date range for the cases to be displayed in the report.
9. If you check the Include in Header checkbox, the selected date range is displayed on the report.
10. Under Sorting Order, select the fields by which the cases will be sorted. You cannot sort the cases by fields that do not appear on the report.
11. Enter the title of the report.
12. Click Memorize to memorize the criteria specified for a particular report.

    The Memorized Report dialog box appears.

13. Save, Delete or Cancel the report, as applicable.
14. Click OK in the Case Listing Reports screen to generate the report. The report will be generated in PDF format.