How to create a cases export report
This documentation, including images, videos and text, is accurate as of Version 5.12 of Pascal.
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In Pascal multiple type of reports can be generated, for example to share information with colleagues in a structured and convenient matter. A global cases report can be one of those reports. The global cases report gives an overview of all created cases, adhering to the selected filters. It generates a CSV file with:
- Name - The name of the case.
- Type - The type of case this can be Business or Person.
- Status - The status of the case.
- Client - The Client the case is linked to. If no Client is linked this will be empty.
- Risk - The risk of the case.
- Resolve progress - The percentage of resolved hits within a case.
- Assignee - The assignee of the case.
- Last modified - The date that the case was last modified.
- Case ID - The identification number of the case.
How to create a global case report.
- Go to the Cases tab.
- Select Filter in the right top corner.
- Select Export cases.