How to create a cases export report

In Pascal multiple type of reports can be generated, for example to share information with colleagues in a structured and convenient matter. A global case report can be one of those reports. The global case report gives an overview of all created cases. 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.
• Last modified - The date that the case was last modified.

How to create a global case report.

1. Go to the Cases tab.
2. Select Filter in the right top corner.
3. Select Export cases.