By default, CharityTracker automatically assigns the Entry Agent field to whichever user originally created a Case.
This field is what reports use when filtering or sorting by agent.
If you'd like to tag a Case to a different staff member than the person who entered it, the best approach is to create a custom demographic field called "Assigned Agent" (learn more about creating demographic fields here) under your [Admin] tab >> [Demographics] sub-tab.
This can be set up as a simple drop-down field, allowing you to tag each Case to the appropriate staff member regardless of who originally entered the data.
Once your "Assigned Agent" field is created, you can begin tagging Cases accordingly.
This field can then be used the same way as any other demographic field when filtering and generating reports, giving you the flexibility to view caseloads by the staff member actually responsible for the case rather than just who completed the original data entry.
Furthermore, you can even create Saved Reports for each "Assigned Agent", giving you an easy, ready-to-go list of Cases for each staff member whenever you need to reference them ("Cases" report filtered by "Assigned Agent.")
If you have any questions about setting up this field or would like help getting started, please don't hesitate to reach out to our support team.