How to create automated reports

Case reports can now be automatically generated each month. This will be generated on the first day of each month in cases where the green Automated tag is present.  You can turn this feature on for every case that requires an automatic monthly report.

1. Go to the Cases tab and select the case for which you would like to have an automated report.
2. Select the Download case report button in the right top corner and turn on Automatically generate monthly report. You do not have to select Download or Email to save this setting. This option is available for all viewable cases.