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Can A Report be created for an individual Case?
Can A Report be created for an individual Case?
Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago


  • On the right-side of a client's Case file you'll see below the tabs a CASE REPORT option (see screenshot here).

  • On the first screen you can filter by a date range and change the format. Typically you'll simply click the [Next] button (see screenshot here).

  • On the second reporting screen, you can include/exclude information as you see fit -- You can include personal info (including demographics, etc.); totals associated with the assistance provided; Relationships; Notes; Alerts; etc. (see screenshot here).

  • Note:  when you set up your case report, those parameters will be saved until you change them.  Even if you log in on another computer, those parameters are saved for you.  

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