Case Management Report Generation
To generate a Case Management report:
aatest
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:
- 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.
- Activate theCase Managementtab in the main menu.
- Under theCase Managementsection, click the required link:
- Case Activity Report
- Average Case Life Report
- Select the required organization for which you want to generate this report from theOrganization Namelist.
- Depending on the report, additionally you might have to specify the following criteria, as applicable, to view the report:
- TheDate Rangefrom the drop-down list.or
- A pre-defined date range in theFromandTofields.
- ClickDisplay Reportto view the generated report.The required report appears.
- ClickExportto save the report to a file or clickNew Reportto generate a new report by specifying different criteria.