Case Management Report Generation

To generate a Case Management report:
aa82test
Only GAs, OAs, and Fraud Analysts (FAs) can generate this report for the organizations that are in their scope. The MA, UAs, and CSRs
cannot
generate this report.
To generate a Case Management report:
  1. Ensure that you are logged in with proper credentials. See the table in Generating Case Management Reports Generation for a summary of the case roles who can generate the corresponding reports.
  2. Activate the
    Case Management
    tab in the main menu.
  3. Under the
    Case Management
    section, click the required link:
    • Case Activity Report
    • Average Case Life Report
  4. Select the required organization for which you want to generate this report from the
    Organization Name
    list.
  5. Depending on the report, additionally you might have to specify the following criteria, as applicable, to view the report:
    • The
      Date Range
      from the drop-down list.
      or
    • A pre-defined date range in the
      From
      and
      To
      fields.
  6. Click
    Display Report
    to view the generated report.
    The required report appears.
  7. Click
    Export
    to save the report to a file or click
    New Report
    to generate a new report by specifying different criteria.