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Cases report with Addresses

How do I run a cases report with addresses in Excel?

Written by Greg Hammond

To run a report to get a list of your clients and their addresses in Excel:

Click on [My Agency] tab

Click on [Reports]

Click on "Cases" report

Select "CSV" format

Click [Next]

Remove the "Case Summary Report Fields"

In "Case Information Report Fields" select:

Case: Full Name

Case: Street Address

Remove all other fields

Click [Request Report]

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