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How Can I See All Cases Without or With Expired Release of Information Forms?

I would like to see a list of all client Cases that either do not have an ROI or their ROI is expired.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over 7 years ago

A report can filtered by ROI status and this should give you what you are seeking. Follow these steps:

  1. Visit either [Admin] or [My Agency] tab.

  2. Click the [Reports] sub-tab.

  3. Select the "Cases" Report type (see screenshot here).

  4. On the first reporting screen, click [Filter By ROI Status] and select the options you wish (see screenshot here).

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