Viewing a list of cases

When you have drilled down to a list of cases, the Cases page shows the list in a tabular format. The variable representing the case ID is the first column of the table. Other information in the table is customizable and is determined by the data configuration.

See About tables for information about viewing, printing, or downloading tables or changing the way data appears in the table on the Cases page.

The application retrieves the data that appears on the Cases page from the source data. Therefore, it does not include custom terms or values created by data transformations.

From the count (N) drill-down menu, you can do the following:

• If the appropriate site option has been set, you can view case details for a single case in the list. Click the case ID link in the case list. The Case Details page appears. For information about how visited case ID links change color, see Case ID links.
• To create a case series containing the case IDs, click Create Case Series. For timestamped data, the As Of date of the case series is that of the object you were viewing when you drilled down.
• To transfer the list of cases to an existing case series, click Transfer to Case Series.
• To download case details for all cases in the list to an Excel spreadsheet or a Word Rich Text Format File, click Download Case Details. You can download case details only if the appropriate site option has been set. (When viewing a particular case, you can also download case details for that one case.)
• To view a report for the cases, click Reports. Report definitions appear only if they are compatible with the data configuration for the object that you were viewing.

To save the list of cases as an attachment to a topic, click the Save to Topic link (available if the Topics feature has been set up).