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How Can I See All My Cases In Alphabetical Order?
How Can I See All My Cases In Alphabetical Order?

Sorting client Case files by name alphabetically

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Please follow these steps to generate a report that lists of all your Cases in alphabetical order:

  1. Visit your blue [My Agency] and then click the [Reports] sub-tab.

  2. Next, select the [Cases] report type (See screenshot here for reference).

  3. In the top-right corner set "Format" to "Table" and then scroll all the way down to the bottom of this screen and click [Next] button (Screenshot here).

  4. On the final screen that appears, be sure to select "Case Name" from the drop-down menu on the top of the window -- This will sort the final report alphabetically by Case name.

  5. You can include/exclude the fields you want displayed on the final report...I would recommend unchecking the top 2 check boxes (Report Filters & Report Summary) leaving only the Table option. Click [View Report] when finished (Screenshot here).

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